Virtual CFO Services

Personalize your accounting and finance needs

How do VCFO services work?

Our Virtual Chief Financial Officer service partners you up with a dedicated CFO.

Our service includes more than just basic bookkeeping and accounting; we provide comprehensive financial reporting & analytics, forecasting as well as establishing and monitoring of your financial strategy, ultimately providing the financial peace of mind business owners need.

About Clear Insight VCFO’s

Clear Insight provides virtual CFO and accounting services with a non-traditional approach to finance. We have an amazing team of virtual accounting professionals who provide professional Virtual CFO Services

We fully understand the accounting, payroll, bookkeeping, cash flow management as well as financial strategy.

What is unique about our people is that they are all entrepreneurs, which means that we are entrepreneurs helping entrepreneurs, which means we REALLY understand what it means to run a business like yours.

All the benefits of having an experienced CFO

How a Clear Insight VCFO Helps

Advice on which ideas to implement

Find ways to increase profit

Insights on growth and profitability

Help create strategies and plan finances

Provide financial analysis

Our Virtual CFO service may be a fit for you

We offer a variety of different service levels, Fractional CFO’s, Interim CFO and Accounting and Bookkeeping, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need. If you are a growing business that finds itself in need of professional financial advice but cannot afford a full-time CFO or if you are a business that’s looking to replace your existing CFO and does not need an on-site CFO on a daily basis.

Why not grab our VCFO brochure?

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Fractional VCFO

Fractional CFO services are provided at an hourly rate. For businesses that have not operated with a CFO, the benefits of having an experienced entrepreneurial CFO can be substantial. Entrepreneurs have a specific mind-set and our CFO’s understand that. They understand the challenges with cash flow, making payroll, forecasting, applying for loans or grants, AR, AP and generally maintaining solid financial foundation.

Our Fractional VCFO services provides the same calibre of CFO’s as our Interim service but with the understanding that our clients may not have had a CFO given their stage of growth and are looking to engage a CFO, but only on a fractional basis. Typically, our fractional CFO’s can be engaged for several hours or several days per week.

Interim Virtual CFO

The VCFO service gives you the access to a CFO who is focused on your business and can fill in for your current CFO during a leave of absence or if the position has been vacated and until a replacement is found. Your businesses financial operations can continue without interruption. Having traveled the road of entrepreneurship means that our CFO’s understand first-hand the issues of growing a business, and all that entails.

Our Virtual CFO services provide you with the experienced strategic support you need, at an affordable fixed price, at a fraction of the cost of a full-time CFO. This service includes (but is not limited to): bank relationships, weekly meetings, forecasting, establishing company-wide KPIs, and much more.

They may be involved with special projects, handling day-to-day operations, or perhaps the implementation of new financial software system. Depending on your needs, our interim CFO’s can be available for several hours a week, several days a week, up to 5 days a week.

Accounting & Bookkeeping

Our operational service provides you with traditional accounting services for day-to-day operations such as preparing your monthly financial statements, year end, balance sheet, income statement, cash flow, industry metrics, and more. These are more traditional bookkeeping and accounting services. Operational services are offered on a per service, or per hour basis, depending on your requirements.

Additional operational services can also include:

  • Paying Bills (Accounts Payable)

  • Invoicing Clients (Accounts Receivable)

  • Payroll Management

  • Cash Flow Management

  • Credit Card Receipt Tracking

  • Business and Personal Tax Returns

Interested in Learning More?

To find out more details about our services and products or arrange a 60 minutes consultation please contact us today.

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