What is a virtual CFO?

Your financial affairs require ongoing attention as well as specific expertise at critical junctures in your business cycle and growth. But how do you ensure your company’s financial needs are met as you grow, stay within your budget, and still deliver as a CEO?

Enter the virtual Chief Financial Officer (vCFO). A vCFO is a contracted resource - not an employee of the company - who reports directly to the CEO and fulfills a range of financial responsibilities - on demand. 

 Why a vCFO?               When to Engage a vCFO?               The vCFO Outcome

E3Insights's vCFO services offer the financial bandwidth you need, exactly when you need it, all within your budget.

Find out how we can help.

The global pandemic has offered two key lessons for business owners. One, the power of the unexpected demands the need to continually ensure financial readiness and adjust your strategy. Two, having your entire staff in the office is not a requirement for productivity and growth.

Engaging a vCFO from E3Insights provides a powerful and cost effective option for increasing your executive bandwidth for financial matters on demand. Our vCFO engagements are always temporary, well-defined against specific financial needs, and - perhaps most relevant - designed to fit within your budget. Your vCFO can focus on immediate and ongoing financial needs - e.g., annual reports, growth planning, oversight of accounting staff - without forcing you to commit to an additional full-time executive.

While finances are sensitive and critical, outsourcing all the way up to the C-suite has been around for decades and the practice is growing. 

E3Insights’s vCFO services provide the fiscal stewardship you need to rest assured your company’s money is managed with care and integrity, the way you would manage it yourself. So you can get back to being the full-time CEO.

When to Engage a vCFO?                         The vCFO Outcome 

Specifics of an engagement will depend upon the size and complexity of your organization and its needs. 

Engage a vCFO when you need to expand your financial expertise and bandwidth in the following areas:

• general bookkeeping & account reconciliations
• monthly closings & quarterly reporting
• annual budgeting & financial projections
• mergers & acquisitions 

 Why a vCFO?                      The vCFO Outcome 

Note: A vCFO does not take the place of an outside accounting firm handling independent audits or specialized functions such as taxes. Taxes are a special area of expertise and a tax professional should handle all corporate tax responsibilities.

E3Insights’s vCFO allows you to focus on what you do best - being the CEO. You build your business, focus on clients and customers, and be the face of your company. We provide the peace of mind your financial operations are in experienced and trusted hands.

Find out how we can help.