The Proactive CPA - Advisory & Virtual CFO

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Unlock Financial Success with Virtual CFO and Advisory Services for Your Business

Our advisory services go beyond traditional financial consulting. We can provide guidance on mergers and acquisitions, business valuation, capital raising, and risk management.

"The level of personalized service and tailored solutions I have experienced throughout our partnership has exceeded all expectations and worth every penny." - Jon S.

Virtual CFO and Advisory Services

Virtual CFO services provide businesses with the expertise of a Chief Financial Officer (CFO) without the need for a full-time, in-house executive. Our team of skilled financial professionals will serve as your trusted advisors, overseeing your financial operations and providing strategic financial guidance.

Budgeting and Forecasting

Creating and managing budgets, financial forecasts, and cash flow projections to ensure the company's financial stability.

Risk Management

Identifying financial risks and developing strategies to mitigate them, ensuring the company's financial security.

Cost Optimization

Analyzing expenses and recommending cost-saving measures to improve profitability.

Capital Structure

Advising on the optimal mix of debt and equity financing to support the company's growth and operations.

Investment Decisions

Providing guidance on capital investments, mergers and acquisitions, and other financial decisions.

Compliance and Governance

Ensuring compliance with financial regulations and reporting requirements.

Need CFO Expertise Without Having to Hire a Full-Time Employee?

Our Advisors Work Proactively to Accelerate Your Growth

With our advisory and virtual CFO services, you can access the expertise of seasoned financial professionals on a flexible basis. You can benefit from strategic financial insights and recommendations to make better-informed decisions and drive long-term success for your business.

What Clients Say

"As a developer, navigating the complex tax code can often become overwhelming and time consuming. I was with my previous CPA for 20 plus years and never once did mention any tax planning or strategy unless I asked. As well, your team's education and guidance on utilizing the Cost Segregation Study resulted in significant annual tax savings."

Jim J.

Developer

Stay ahead of the curve with proactive tax strategies