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Virtual CFO Services for Businesses

Plan with a purpose. Make decisions with confidence.

Hold on, can I even afford a virtual CFO?

virtual CFO services

It’s a fair question. There’s no doubt that an experienced CFO can help you make strategic financial decisions to help grow your business. But many small and medium-sized businesses can’t afford to bring on full-time CFO.

Our virtual CFO services solve this dilemma by providing strategic financial accounting and planning through a fractional CFO role. For a fraction of the cost of a full-time hire, you’ll be backed by our financial expertise to make key business growth decisions.

How are we different?

We are a licensed CPA firm in TX. Why does that matter? Anyone can call themselves a “virtual CFO” and have never been a CPA, or formally degreed in Accounting. Non-licensed people have no regulation, professional liability, or required to protect your data. Read more about how working with a licensed CPA firm is best for your company’s future.

Our virtual CFO services solve this dilemma by providing strategic financial accounting and planning through a fractional CFO role. For a fraction of the cost of a full-time hire, you’ll be backed by our financial expertise to make key business growth decisions.

Growth Stages & Services

Based on data collected from Infusionsoft, below are the seven company growth phases. Which stage is your company?

Growing Companies

A primary difference Insogna CPA delivers to our clients, versus a non-licensed person, is our firm also easily integrates other Accounting and Tax needs too. Everything communicated under one umbrella to maximize Fractional CFO efficiency and minimize taxes as much as legally possible.

In addition to tax returns, we also provide strategic planning for your company. We help build a financial plan of action by advising accrual and cash accounting, revenue projections, budgeting, cash-flow forecasting and business processes. Plus, we identify Key Performance Indicators (KPIs), provide inventory support, and develop a comprehensive growth strategy with you.

Do It Yourself Stage

At this stage, you need more than just data entry. While a Fractional CFO is not necessarily needed just yet, building your Accounting, Payroll and Tax Savings foundations with Insogna CPA will allow you to easily transition into Virtual Controller and then into Fractional CFO services when needed.

Controller CFO Stage

As your business is expanding, your financial needs are evolving and already having a CPA team in place anticipating your Virtual Controller and Fractional CFO needs will be crucial to easily advising on your planning, forecasting and business advisory – all helping your business grow and put more money in your pocket for wealth building.  We will help provide detailed financial analysis that looks at cash flow management, identifies potential risk factors and highlights opportunities to boost your bottom line.

Plus, we assist with leadership structure, venture capital guidance and merger/acquisition support. If/when you’re ready to scale, these Fractional CFO services are a crucial component of your future growth.

Hire a full-time CFO Stage

When you get to this stage, a virtual or part-time CFO will not be enough. At this stage, you should hire a full-time CFO.

Considering hiring a Virtual CFO for your company? Let’s chat!

Our Virtual CFO Services

There are many companies offering virtual CFO services. Below is a list of options we provide our clients as their company grows.

What our clients say about us

Insogna CPA
4.9
Based on 47 reviews
Insogna CPA, PC
5.0
Based on 20 reviews
I am an equity partner (through a professional corporation) in a major international law firm, with offices in Austin (where I am ) and in 27 other…
Ben W.
Ben W.
Chase and Ami are an absolute pleasure to work with!I was referred to Insogna CPA by a friend and feel very lucky to finally have found a CPA of this…
Jorge G.
Jorge G.
Great service, Chase and his staff are accessible and knowledgable, everything was done online after an introductory meeting, everything was very…
Dip D.
Dip D.
Absolutely love them. They are very Thorough and knowledgeable in their profession. So glad I found them.
Alej S.
Alej S.
This team of CPA’s made my business and personal tax process easier than ever. They are professional, patient and go the extra mile. Even with new the…
Barry S.
Barry S.
These guys have taken being a CPA to a new level – they are streamlined, efficient, responsive and fast. I will be a client for a long time!!
Ryan L.
Ryan L.
Very professional and knowledgeable! Looking forward to being a very long term client!
Doug F.
Doug F.
I first started working with the team for my small business–they were the only accounting firm who explained things to me in a straightforward way. We had…
Maggie J.
Maggie J.
The team at Insogna did a great job with our business and personal tax returns. They identified ways to reduce our taxes by thousands of dollars below what…
Dustin L.
Dustin L.
Ami helped me prepare my taxes for the past few years (including a real estate investment property and capital gains) and I’ve appreciated her patience…
Megan M.
Megan M.
I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who didn’t quite specialize in what I need (already a good…
Bill P.
Bill P.
Chase Insogna and his team of accountants and bookkeepers are on top of it. I have a software technology services as well as a product company and…
Boris P.
Boris P.
Outstanding service, knowledge and support. I would highly recommend this firm to anyone for personal or business tax or financial assistance. A big…
Jerome H.
Jerome H.
Insogna CPA made my experience of creating an LLC fast and easy. I was feeling very intimidated and unsure about the process but was pleasantly surprised at the straightforward process and reasonable price. This will be my first stop for any accounting needs!
Jennifer Brown
Jennifer Brown
We’ve used Insogna CPA for over 7 years and wouldn’t go anywhere else. They are unfailingly professional, thorough and patient. No matter how many questions…
Jodi C.
Jodi C.
I like to do as little as possible when it comes to taxes. Insogna does everything and on time. All we had to do was scan a few documents and answer a reasonable and brief questionnaire. SATISFIED.
Doug Windland
Doug Windland
I’ve been through MANY cpa’s and finally landed on Insogna. There’s never any surprise bills, all expectations and prices are clear and reasonable up…
Dustin B.
Dustin B.
As of 2019, I have used Ingsogna to file my taxes for three years. I keep coming back because it’s easy, affordable and accurate. The electronic document room is a great place to store everything. I have always worked with Ami and she’s always professional and courteous. I used TurboTax for years and that was fine, but as life changed, compensation increased and the tax laws continued to evolve, I found that Ami has saved my family money each year.
Christia Churchill
Christia Churchill
I have worked with the folks at Insogna for almost 4 years and I could not be happier with their services. Very responsive if we have a question and exceptionally friendly. They give me the flexibility to stay focused on my business knowing that are keeping our books in-line.
Kris Byrd
Kris Byrd
I’ve used Insogna CPA’s bookkeeping, tax preparation, and professional services for my business (Bravery Media) and personal finances since 2012. They have always been helpful, quick to respond, and impeccable in their work. As a small business owner, it’s nice to not have to worry about accounting while I’m trying to generate more business. I’ve recommended Chase and his staff to dozens of people since I started working with them.
Joel Goodman
Joel Goodman
I’ve used Insogna CPA’s bookkeeping, tax preparation, and professional services for my business (Bravery Media) and personal finances since 2012. They have…
Joel G.
Joel G.