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CFO for Small Business

Plan with a purpose. Make decisions with confidence.


Hold on, can I even afford a CFO?

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 fulltime 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 fulltime hire, you’ll be backed by our financial expertise to make key business growth decisions.
A fractional CFO will build a financial plan of action by assessing accrual and cash accounting, revenue projections, budgeting and business process design.
Know where your business is headed. Your CFO will identify Key Performance Indicators (KPIs), provide inventory support and develop a comprehensive growth strategy.
Your CFO will provide detailed financial analysis that looks at cash flow management, identifies potential risk factors and highlights opportunities to boost your bottom line.
Whether you’re continuing to build your business or are ready to cash out, a fractional CFO can assist with leadership structure, venture capital guidance and merger/acquisition support.

5 Ways Our CFOs Deliver Real World Value

Small Business Cost Savings

With an average CFO salary costing over $300,000, paying for full-time CFO is not something most small businesses can afford. Our outsourced CFO services help provide affordable expertise to your growing business.

Independent Advising

You’re managing a lot of important decisions, often all at once. When you need that higher-level expertise to help improve the margins of your growing business, our CFO advisory services can show you build the right plan to make it happen.

Systems Integrations

When human expertise merges with cost-saving, efficiency-boosting technologies, great things happen for your bottom line. We’re here to advise you on implementing and integrating the best practices to take your business to the next level.

Monthly Financial Analysis

Without real-time data, you’re running your business blindly. Our CFOs deliver strategic advice analyzing metrics and trends, creating custom dashboards to consolidate the data that matters most to you. Ongoing insights that help you always stay ahead.

Tax Strategy and Planning

It’s Tax Day, and you’re told you missed out on a dozen tax-saving opportunities throughout the year. Ouch. An outsourced Insogna CFO will coordinate with our Tax Strategy team to ensure you’re making the right tax decisions, month after month.

What our clients say about us

Insogna CPA
4.9
Based on 47 reviews
Insogna CPA, PC
5.0
Based on 27 reviews
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.

Endorsements, Certifications, and Partnerships