UpCFO’s Virtual CFO Subscription

For business owners looking to invest in a true strategic partner for your business.

Every business has a need for the services provided by a qualified chief financial officer. From cashflow management and analysis of internal company data to banker relationship, loan acquisition assistance, and tax preparation. There’s a lot that a business owner needs to juggle. Our virtual CFO subscription helps by not only removing the burden of you reconciling your own bank accounts, but also by providing small business owners with curated, one-on-one meetings with your CFO every month, along with high end reporting and company visual dashboards.

The role of a CFO is particularly important if you are in any of the following situations:

• You need to pay off old debts while maintaining cashflow for current operations and owner pay. You may need help exploring loan options and would like cashflow projections analyzing different loan payment periods and interest rates.

• You are a growing business that needs to monitor business data closely and would like to regularly meet with your CFO.

• Your business has become more profitable (nice!) and you want to reinvest in the business… now what? We can provide you with professional assistance in allocating your hard-earned profits most effectively