Virtual CFO

How can a Virtual CFO help you?


 A Virtual Chief Financial Officer can improve the performance and profitability of your business. A Virtual CFO could make your business more profitable and sustainable for many years to come.


Do you have a growing business, but struggling to pay the bills?


If your business seems to be doing well on the best you having money coming in, but you’re struggling to turn a pay the bills you owe, then you could use help from a good Virtual CFO. Operating without a plan for profitability is like having a really expensive hobby. Before you decide to take a high interest loan, a working capital advance, or opt for multiple credit cards to run your business, it may be a good idea to get advice.

A CFO is a finance expert who can help you keep on top of your business finances, and improve your cash flow and profitability. All successful larger companies have a CFO, but most small businesses can’t afford this expertise full time. 

With a Virtual CFO from Booksmart Strategies, you can enjoy all the benefits of an experienced CFO, for an affordable, fixed monthly fee.


Just some of the ways a CFO can help includes:


  • Cash Flow Forecasting Forecasting your businesses cash flow enables you to plan for shortfalls and how best to manage your cash.
  • Budget Forecasts and Variance Reports Building a budget and understanding your variances for actual expenses to your budget can help you determine where to spend your resources and what to cut back on.
  • Business Analysis Provides a benchmark from which to measure actual results, and identifies areas for improvement and opportunities for development.
  • Strategic planning We work with you to set goals and provide a strategic plan and direction for your business. This includes preparing a financial plan, forecasts and setting KPI’s.
  • Monthly Reporting We’ll monitor your performance and provide current data on what is happening financially in your business. Includes profit and loss statements, balance sheets, cash flow and AR/AP aging.
  • Monthly Meeting Regular meetings with owner and managers to focus on profit and cash flow improvement. This enables your business to take any necessary corrective action sooner rather than later, and have up to date information and reports on which to base decisions.
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