Virtual CFO & Advisory Services

You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!

At some point, your restaurant will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $150,000+ price tag (plus bonuses and benefits).

Congratulations if your business has reached this point!

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag.

Our virtual CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your restaurant’s growth.

With our virtual CFO services, you can expect to see…

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Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business

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More time to focus on your business growth – developing new menus, attracting new customers, and dealing with other core business issues.

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An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.

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Enhanced budget preparation and monitoring.

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Profitability analysis per type of products and service lines your business offers.

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Tips and strategies for saving on taxes.

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Assistance in long-range planning and the development and prioritization of goals.

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Better cash management.

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A dedicated member of your team to interact with bankers, attorneys, vendors, etc.

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Someone to review and negotiate everything from insurance policies to financing options and rates.

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Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

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An expert to help guide you through tough business decisions and to help you clarify your business plan.

Benefits of Hiring a Virtual CFO & Business Advisor

Most restaurant owners could benefit from having a CFO on their team to provide full oversight of their business’s finances and assist with financial planning. However, the cost of hiring a financial executive may not be feasible. Financial Optics can provide you with precise, professional, and thorough financial advising with our virtual CFO advisory services.

1. Achieve Business Goals Faster
    • Hiring a virtual CFO allows you to outsource the management of your financial operations so that you can focus solely on your growing restaurant. A virtual CFO manages the bookkeeping and accounting functions of a small business while also advising you on current and future business financial decisions.

2. Gain Financial Security
    • The cost of hiring a full-time in-house CFO can range from $175,000 to $480,000 per year, not including vacations, bonuses, and other benefits. This is way out of reality for most independent restaurants. But you still need the financial clarity, insight, and foresight a CFO provides. Our virtual accounting, controllership, and CFO services can provide you with strategic financial support at an affordable cost.

3. Discover Financial Freedom
    • Get a financial advisor in your corner to save you time when it comes to making big decisions that affect the financial future of your restaurant. Taking care of all financial tasks on your own while trying to effectively run your restaurant can be stressful and time consuming. Let us take the finances off of your plate so you can spend more time actually running your business.

4. Make Better Decisions For Your Restaurant
    • Decide which expenses to cut off and which mode of income is more reliable in the long run. Gain insight and foresight into how your strategic growth initiatives impact the financial future of your business.

Virtual CFO & Advisory Services

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Capital Budgeting & Resources Planning

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Financial Budgeting & Forecasting

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Cash Flow & Working Capital Management

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Accounting Policy & Procedures Preparation Analysis

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Financial Planning and Strategic Implementation

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Analysis for Sustainable Growth

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Systems Strategy and Design

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Fundraising and Debt Financing Advice

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Short- and Long-Term Financial Forecasting

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Cash Flow Optimization and Management

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Preparing for an Exit

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Maximizing Margins

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Identify Unexpected Financial Issues

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Merger and Acquisition Support

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Understanding Business Requirements for Banking and Credit Relationships

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Strategic Cash Planning and Analysis

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Short and Long-Term Cash Flow Planning

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Provide Actionable Information for Effective Decision Making

Let Us Help:

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