Virtual CFO services

Every business is different and has different needs.

Virtual CFO services

Our Virtual CFO’s leverage our accountants and technology to provide meaningful advice to our clients.

Bookkeeping and accounting only mean so much to a business owner. It does make a huge difference to have timely numbers, but what do those numbers really mean? What can you derive from those numbers to change the future and increase your bottom line? What about the ‘stuff’ you don’t see in your books, but want to have incorporated so you can analyze their impact? These are the types of questions your average bookkeeper or local accountant may not have the answers to.

What if you could have an experienced outsourced CFO who has serviced clients in many industries of all shapes and sizes? At Innovo, our Virtual CFO’s leverage our accountants and technology to provide meaningful advice to our clients. They have experience doing things beyond basic accounting, like strategic planning, budgeting and forecasting, exploring capital funding options, helping clients understand their financials, and industry KPI’s so you know and can predict your performance.

Our CFOs will invest the time up-front to learn your business, and then will become part of the ongoing services and value we provide. Like the rest of our services, you will get whatever advisory services you need built into your flat fee.

Fully customizable to the needs of your business, our CFO Advisory Services provide a higher level of support. Our expertise spans all stages of business life cycle from the startup to mature stage. With Innovo’s outsourced CFO services, you get a strategic financial sounding board anytime you need one. Our experienced team knows what it takes to aggressively grow a business while maintaining the right infrastructure. From performance measurement to revenue strategies, Innovo’s CFOs provide financial leadership to help you achieve your short and long term goals. Our tools and expertise will assist with assessing risks and opportunities. As an extension of your management team, we’re there when you need us, whether it’s a meeting with investors, your board, or your bank. Our outside perspective will help you see the big picture and identify warning signs before they become real problems.

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CFO Services can include:

• Financing expertise

• Mergers & Acquisition Advisory Services

• Financial Projections

• Cash Management

• Succession planning

• Oversight of accounting / finance function