Virtual Controller - Insogna CPA

Beyond Bookkeeping:
A Virtual Controller
Keeps Your Business
on Track

Beyond Bookkeeping: A Virtual Controller Keeps Your Business on Track

Here’s How a Virtual Controller Adds Value to Your Business

You’ve probably worked with accountants before. Maybe they got the job done—but did they truly help you get ahead? Here’s how Insogna delivers what others don’t

Who We Help

Your business needs more than just bookkeeping—it needs financial advisory,
cash flow forcasting, and proactive planning. Our Virtual Controller
services provide real-time financial tracking, customized reporting,
and expert guidance to keep your business financially
strong without the cost of a full-time hire.

✅ Growing Businesses

Need real-time financial tracking but not ready for a CFO? A Virtual Controller provides oversight.

✅ Scaling Companies

Stay ahead of cash flow challenges, profitability shifts, and tax-saving opportunities. With a dedicated team that grows with your business, you’ll always have the financial expertise you need—without outgrowing your CPA firm.

✅ Service-Based & eCommerce Businesses

Manage finances without losing focus on growth and operations.

A Growing Business Needs a CPA That Scales With It

Expanding locations, adding revenue streams, or growing your team? You need a financial partner who doesn’t just keep up—but plans ahead. Many CPA firms struggle to support larger, more complex businesses because they react to growth instead of anticipating it. We’re different. We run our firm like a business—hiring, training, and expanding proactively—so our expertise and resources scale as
your business does.

Dedicated, Scalable Team

Advanced Cash Flow & Financial Planning

Multi-Location & High-Volume Business Support

Seamless Collaboration With In-House Teams

Bookkeeping Keeps You Compliant—A Virtual Controller Keeps You Profitable

If you’re only looking at your numbers at tax time, you’re running your business blindly. A Virtual Controller provides ongoing financial clarity, cash flow forecasting, and performance insights—so you always know where your business stands and how to improve profitability.

Bookkeeping Keeps You Compliant—A Virtual Controller Keeps You Profitable

Frequently Asked Questions

A bookkeeper records transactions—a Virtual Controller ensures financial accuracy, manages cash flow, and provides strategic insights to keep your business profitable.

Yes! A Virtual Controller manages financial data year-round, but a licensed CPA firm ensures compliance, tax strategy, and long-term financial planning. Together, they provide a complete financial support system.

Businesses with $500K+ in annual revenue who need cash flow forecasting, financial strategy, and proactive advisory will benefit most.

We provide weekly, monthly, or quarterly reports and financial analysis reviews based on your needs. Plus, we track your financials in real time, every day, so if anything changes in your numbers, we’re alerted immediately and can proactively reach out to discuss next steps.

Our first year using Insogna CPA. They did an outstanding job. They were responsive, understanding, and proactive. Chase and his team have been very supportive, especially at this time, and helped us with our business transitions. They respond quickly and professionally. They assisted us with critical decisions and planning, working on our accounting, tax and payroll needs.. Update 2/28/2023 After several years now, Insogna CPA is consistently providing us with outstanding service for both business and person taxes and accounting.

The Insogna team has not only met but exceeded my expectations in every way possible. From the initial consultation to the final delivery of services, their professionalism, expertise, and dedication truly stood out. The Insogna team representatives not only met my expectations but continually exceeded them in every way. I would highly recommend your services to anyone in need of expert financial guidance and support. Insognas dedication to client satisfaction and exceptional level of service make them a valuable asset to any team.

I am a small business owner and have been overwhelmed with doing my own books and dealing with non communicative and untimely accountants. I have found Chase and have been very happy with his services. His tax returns are timely, he is fast to respond to your emails even outside of regular working hours. Just the other day he saw some trends in my business and asked to meet with me without my prompt. He dedicated an entire hour and gave us pertinent and actionable advice to make our business more efficient and profitable. If you are looking for a professional, timely and serious CPA look no more!

Take Control of Your Business Finances—Without Hiring In-House

A Virtual Controller is like having a financial co-pilot for your business—ensuring you’re always making data-driven decisions, not just reacting to numbers at tax time.