CFO for Small Business

Could you use a strategic Chief Financial Officer to help you grow your business?

A CFO has the expertise to take you to the next level.

Success = Plan + Predict + Measure + Achieve

Your CFO should handle these for you:

Plan the Future
  • Accrual Accounting vs Cash Accounting
  • Revenue Modeling
  • Budgeting and Forecasting
  • Business Process Design
Predict Growth
  • KPI’s – Key Performance Indicators
  • Strategic Planning
  • Inventory Support
  • COGS Accounting
Measure Success
  • Financial Analysis
  • Cash Flow Management
  • Vendor Management
  • Financial Risk Controls
Achieve Your Goals
  • Venture Capital Business Resource
  • M&A – Merger and Acquisition / Buyout Support
  • Organizational Performance Excellence
  • Leadership Team

Is an outsourced CFO what I need?

Just like large corporations, small- and medium-sized businesses need strategic financial advice. However, one major obstacle is that financial strategies typically come from an in-house CFO. Small- and medium-sized companies usually can’t afford, nor do they need, a full-time CFO.

Our virtual CFO services solve this dilemma. We provide strategic financial accounting and planning through a fractional CFO role so that you can make well-informed decisions to drive business growth.

  • Business Plan Consulting
  • Advise on Strategic Growth Planning and Strategy
  • Identify and Evaluate Key Performance Indicators
  • Investor Reporting
  • Analyze Pricing and Margins for Profit Optimization
  • Assess Logistics and Inventory Reporting
  • M&A due diligence
  • Fundraising Strategy
  • Pitch Deck Design
  • Go-To-Market Strategy
  • Correspond with Investors and Stakeholders
Can I afford an outsourced, fractional CFO?

Small and medium sized businesses need strategic financial advice but typically can’t afford a full time CFO and often don’t need a full time CFO either. Our virtual CFO services solve that problem. We provide strategic financial accounting and planning so that you are well informed to make key business growth decisions.

Is a CFO not exactly what you need right now?

A CFO is about strategy. More than likely a Controller is better suited for your small business complex accounting needs currently. If so Click HERE to learn more

Do you struggle with cash flow?
What KPI’s should your business focus on?
Is your budget updated with real-time analysis?

I need a CFO...Tell me more

With an average CFO salary costing over $300,000, according to salary.com, paying for full-time CFO is just not something most small businesses can afford. Insogna CPA’s outsourced CFO services help provide affordable expertise to your growing business. By avoiding a direct hire, you will avoid having to manage this highly compensated role on a daily basis and save yourself from guessing if you’ve hired the right person.

Being a small business owner is tough - you are constantly managing multiple hats at the same time. We get it. Having an experienced CFO advisor is helpful to bounce ideas off of, and get an outside perspective about issues or concerns. When you need that higher-level expertise helping improve margins with your growing business, our CFO advisory services can help you get where you want to go.

You may have noticed we’re excited about technology and efficiency throughout our website here. We love finding the best solutions to help make your business create cost-savings, time-savings and overall operational efficiency. We’re not claiming to have all the answers to every technology, but we certainly want to be here to help advise on implementing and integrating best-practices that will help take your business to the next level.


If you’re not getting monthly or quarterly financial analysis, then you’ve never worked with Insogna CPA before. Sure, a CFO isn’t necessarily needed to provide monthly or quarterly analysis. You can get that with a great Controller. But if you are looking for more strategic advice analyzing metrics and trends, creating customized dashboards to consolidate the data you want to see, an outsourced CFO is what you need to help achieve your business goals. Without having the ability to interpret your data in real-time – you are just running your business blindly.

Most small business owners ask for help in the spring each year when they go to a tax professional, who then say you should have done a bunch of stuff differently last year. Well…here at Insogna CPA, we believe in looking forward – making these decisions throughout the current year so by 12/31 you’re not struggling to contribute to tax saving vehicles at the last minute. But most CFO’s are not tax people. That is why here at Insogna CPA we work as a team and your outsourced CFO will coordinate with our Tax Strategy Team to make sure your financial to-do’s are covered.


Will advice on reaching your strategic goals help you?

Reach out to a CFO below get started today. The difference with Insogna CPA...our CFO is backed with our team of accounting, controller, tax strategy and wealth experts to help advise on reaching your vision.

What our clients say about us

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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…
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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…
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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…
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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…
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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…
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Outstanding service, knowledge and support. I would highly recommend this firm to anyone for personal or business tax or financial assistance. A big…
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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!
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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…
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Joel G.

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