Virtual CFO & Financial Advising

Guiding Your Financial Decisions

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You need a clear picture of your business’s financial situation to strategize long-term growth. A virtual CFO’s role is to provide you with an accurate view of your current finances and help you project into the future, so you can make informed decisions every step of the way.

Benefits of Hiring a Virtual CFO or Financial Consultant

Most small business 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.


CFO Advisory Services

Achieve Business Goals Faster

Small businesses with the right bookkeeping and accounting practices achieve their goals and expand faster than their counterparts without proper bookkeeping practices. Hiring a virtual CFO allows you to outsource the management of your financial operations so that you can focus solely on your growing business.

Without prior finance and accounting knowledge, it can be difficult to manage the numerous financial aspects of running a business. However, a virtual CFO manages the bookkeeping and accounting functions of a small business while also advising you on current and future business financial decisions.


Our team ensures that your business’s books are always in balance and free of errors. We take an individualistic, comprehensive approach to virtual CFO practices with each of our clients, and we will cover everything from cash flow management and year-end reporting to bank reconciliation and invoicing. More importantly, at our CFO level service you have a financial advisor in your corner helping you make moves to improve the financial results of your business. We also help you see the financial future of making moves today with our financial forecasting services.

Whatever your business needs, we can handle it. We take a hands-on approach to finances for your business while also allowing you the flexibility and freedom to approve, change, or make any adjustments as needed. After all, it is your business! We’re just here to make your life easier any way we can, including advising you on current and future financial decisions or changes you may make.

No matter what service you’re looking for, we have the professional expertise necessary to understand and navigate the complexities of any financial or tax challenges your business may face. Our team can provide you with knowledgeable guidance and help you to make informed financial decisions when it comes to your business.


Reduce Costs by Hiring a Virtual CFO

It can be expensive and incredibly time consuming to interview, hire, train, onboard, and maintain an in-house accounting department. In fact, 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 small to medium businesses. But you still need the financial clarity, insight and foresight a CFO provides.

In addition, your business may not be large enough to warrant a full in-house accounting department for its day to day financial and accounting operations. Our Virtual accounting, controllership, and CFO services can provide you with strategic financial support at an affordable cost.
Hiring a virtual or fractional CFO saves operational costs that could go into the growth of the business. You can increase the number of your sales staff, get more equipment, or even expand the physical facility of your business.

Discover Financial Freedom

Outsourcing the financial aspects and advising of a business to Financial Optics will ultimately earn small business owners more time and financial freedom. How? By outsourcing your financial services, you have the freedom to work on your business while someone else handles your accounting. And you have a financial advisor in your corner to save you time when it comes to making big decisions that affect the financial future of your business.

Taking care of all financial tasks on your own while trying to effectively run your business can be hard, stressful, and time consuming. Let us take the finances off of your plate so you can spend more time actually running your business.


Informed Business Decisions

One of the amazing benefits of outsourcing CFO and advising services to Financial Optics is making smart and informed business decisions backed by accurate accounting and experienced analysis. Most outsourced accountants only crunch numbers and provide you with periodical reports. But at Financial Optics, our team is experienced and savvy enough to give you in-depth analysis based on your current results and your strategic initiatives for the future.

You’ll be able to decide which expenses to cut off and which mode of income is more reliable in the long run. A periodic financial report also gives you foresight into how you should run your business and manage payment plans for new and old employees.

Virtual CFO and Advising Services

  • Capital Budgeting & Resources Planning
  • Financial Budgeting & Forecasting
  • Cash Flow & Working Capital Management
  • Accounting Health Check Services
  • Accounting Policy & Procedures Preparation Analysis
  • Risk management & Internal Controls Consulting
  • Financial Planning and Strategic Implementation
  • Short- and Long-Term Financial Forecasting
  • Fundraising and Debt Financing Advice
  • Systems Strategy and Design
  • Analysis on Expansion of Products, Services, or Geographies
  • Cash Flow Optimization and Management
  • Maximizing Margins
  • Analysis for Sustainable Growth
  • Merger and Acquisition Support
  • Preparing for an Exit
  • Optimizing Accounts Payables and Receivables.
  • Understanding Business Requirements for Banking and Credit Relationships
  • Strategic Cash Planning and Analysis
  • Short and Long-Term Cash Flow Planning
  • Provide Actionable Information for Effective Decision Making
  • Identify Unexpected Financial Issues

Think a Virtual CFO or Business Advisor is Right For You?

Most small to medium businesses cannot afford a full-time in-house CFO. But just like any fortune 500 business, your business still has the financial management need to succeed in the long run.

Outsourcing CFO functions to our team at Financial Optics allows you to hire financial experts that offer accounting and financial advising services at a cost that makes sense for your business. You’ll enjoy dedicated services from a team of experts that will handle the day-to-day financial operations and offer professional knowledge and advising geared to the growth and development of your business.


A virtual CFO can provide you with professional financial management so you can focus your time and energy on growing your business. If you’re looking for a virtual CFO, look no further than our trusted and knowledgeable team.

Our financial services are tailored to your business so you can experience measurable growth. It all starts with a conversation. Let us show you how you can improve your business by hiring a virtual CFO and financial advisor from Financial Optics.