Services

Virtual CFO & Fractional CFO Services in Weston, FL.

CFO-level financial guidance for growing South Florida businesses, without the cost of a full-time CFO.

Understanding Virtual and Fractional CFO Services
Virtual CFO services at Accountit CPA in Weston, FL

Most small and mid-sized businesses need CFO-level advice long before they can justify hiring a full-time CFO. As your virtual (fractional) CFO, Accountit, CPA gives businesses in Weston and across South Florida a clear view of their real numbers, fewer surprises and a sounding board for big decisions, such as hiring, pricing, financing or expansion.

A CFO usually oversees accounting, cash, tax and financial reporting. When your business doesn’t have a full finance department, those areas get overlooked. We fill that gap: we build your budgets and forecasts, manage cash flow, analyze profitability by product or service line and help you set financial goals.

Because we’re a CPA firm, your CFO advice and your tax strategy come from the same team, so decisions are made with taxes in mind.

Related services: Business advisory · Financial statement preparation · Bookkeeping · Tax planning

Each month, we compile your financial statements into an online dashboard you can check anytime, with the budget, profitability and cash-flow numbers you need to make decisions. We also help you put strong financial controls in place to protect your business from errors and fraud.

Ready for CFO-level guidance? Book a 30-minute consultation with our Weston office.

Virtual CFO Services.

  • Budgeting and forecasting

  • Cash flow management and forecasting

  • Profitability analysis by service or product line

  • Tax-saving strategies

  • Financial goals and growth planning

  • Training and managing your accounting staff

  • Monthly financial dashboard

  • Gross profit margin

  • Profitability ratios

  • Current ratio

  • Asset turnover

  • Working capital

  • Revenue and gross profit growth

  • Break-even analysis