CFO Services

Customized to the specific needs of your company

  • Advanced accounting solutions
  • Solutions focused on business growth
  • Virtual services can be delivered anywhere

Our platinum outsourced CFO package is for companies that are focused on growth and need services beyond basic accounting. By signing up to this program, you’ll be working directly with our founder, Margo. Together, you’ll be implementing advanced projects designed to expand sales, reduce costs, and increase margins – and much more!

Benefits of hiring an outsourced CFO

Hiring a virtual CFO takes a huge amount of work off of your plate and frees up your time. That extra time allows you to sharpen your focus on creating new services, going after new clients, and completing core company tasks. Utilizing an outsourced CFO lets you take advantage of financial services on an as needed basis and helps you avoid the overhead that comes with hiring a full time employee.

Our CFO services

Your virtual CFO will provide your company with the following services:

  • Timely Financial Reports
  • Staff Management
  • Staff Training
  • Budget Preparation and Monitoring
  • Trend Analysis
  • Tax Planning
  • Organizing Books
  • Cash Management
  • Liaisons between Bankers, Attorneys, and Vendors
  • Customized Collection Policies and Procedures
  • Risk Management

The team at Heartfelt CFO and Tax Services is here to create the best financial, tax, and accounting solutions for every aspect of your company. We tailor our solutions to what your business needs most.