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Virtual Controller vs Outsourced CFO: Your Business's Power Move

Written by Chase Insogna, CPA | Mar 16, 2023 12:23:19 PM

Not sure what your business really needs?

Don't sweat it.

Your business might not need a full-time financial oracle clocking 40 hours a week. Plus you figuring out how to manage and train this role. Sound fun yet?

But you still need specialized financial wisdom, right? Oh, that's the game-changer.

Meet Insogna CPA. Your virtual controller and fractional CFO team – unconventional problem solvers that pack a punch without emptying your pockets.

Virtual Controller:

Think intricate financial maneuvers, cash flow forecasting, custom financial statements, and regular reporting. A controller's role is wrestling daily and monthly financial tasks, leaving no stone unturned.

  • Beyond just a bookkeeper: Your virtual controller can take care of the large-scale accounting tasks that are often overwhelming to small business bookkeepers.
  • Strategy Dashboards: Get real-time financial insights and uncover your key-performance-indicators (KPIs) for smoother sailing.

Fractional CFO:

Future-forward and strategic, a fractional CFO's your crystal ball. They map out growth, trim tax burdens, and show you the yellow brick road to financial success.

  • Plan: Dive into accruals, budgets, and revenue projections for a bulletproof roadmap.
  • Predict: Set sail with KPIs, growth strategies, and the power to predict your business's future trajectory.
  • Measure: Cash flows, risks, opportunities – your CFO dissects it all, keeping you on course.
  • Achieve: Whether you're building an empire or cashing out, your CFO's got your back with leadership advice, venture wisdom, and merger support.

What Does Your Business Need?

How do you know if you're in the virtual controller or fractional CFO ballpark? Signs Pointing to 'Yes':

  • You spend several hours each week preparing financial reports or processing numbers.
  • You need accurate, timely financial information.
  • Your company is experiencing rapid growth.
  • Growth has stagnated, but you are not sure why or what to do to correct it.
  • Your company is considering going public or entering into a merger or acquisition.
  • You are unclear about your tax liability.

If you’re looking for help with day-to-day accounting operations, a virtual controller can fill your need. Alternatively, a fractional CFO can lead your business through managed growth toward the long-term goals you’ve set.

Your Business Accounting:

Outsourcing's the secret sauce. Our licensed CPA firm and team of expert professionals wield strategy like magic, turning businesses into success stories. Don't believe us - check out our 5* reviews.

Join the Insogna CPA revolution. Let's talk – your financial future's waiting.

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