Virtual CFO
Advisory Services
Big Four Expertise. AI-Powered Insights. Fractional Pricing.
Strategic financial leadership for growing businesses—combining Fortune 500 methodology with modern automation, delivered at 30-40% below traditional firm rates.
CFO-level insight without the CFO-level price tag
Your business has outgrown basic bookkeeping. You need strategic financial leadership — someone who can translate numbers into actionable insights, guide capital decisions, and position your business for what’s next.
Our Virtual CFO services deliver Big Four-caliber financial strategy at a fraction of the cost. We become an extension of your leadership team, providing the strategic oversight that drives growth and profitability.
Explore CFO ServicesBig Four Alumni
Enterprise-level financial expertise from professionals who’ve advised Fortune 500 companies — now accessible to growing businesses.
Strategic Focus
Beyond compliance into strategy. We help you see around corners, anticipate challenges, and seize opportunities before competitors do.
Fractional Pricing
Full CFO capability at 30-40% of the cost of traditional fractional CFO firms. No equity dilution, no long-term commitments.
AI-Powered Insights
Real-time dashboards and predictive analytics that surface issues before they become problems. Data-driven decisions, not gut feelings.
Strategic financial leadership that drives measurable outcomes
As your business evolves, so do your financial needs. Our Virtual CFO services provide the strategic oversight, financial modeling, and executive-level guidance that positions your company for sustainable growth — whether you’re preparing for funding, navigating a transition, or scaling operations.
Financial Strategy & Planning
Move beyond historical reporting to forward-looking financial strategy. We help you build financial models that inform capital allocation, pricing decisions, and growth initiatives.
Planning Services
- Annual budgeting & forecasting
- Scenario modeling & analysis
- Cash flow projections
- KPI development & tracking
- Board & investor reporting
Strategic Advisory
- Capital structure optimization
- Pricing strategy analysis
- Profitability assessment
- Growth initiative evaluation
- Risk management planning
Transaction & Capital Support
Whether you’re raising capital, acquiring a competitor, or preparing for an exit, we provide the financial due diligence and deal support that protects your interests and maximizes value.
Fundraising Support
- Investor deck preparation
- Financial model development
- Due diligence management
- Term sheet analysis
- Cap table management
M&A Advisory
- Buy-side due diligence
- Sell-side preparation
- Valuation analysis
- Integration planning
- Post-merger optimization
CFO Service Tiers
Strategic financial leadership scaled to your business stage and needs.
CFO Foundations
Stop doing your own finances. Get investor-ready reporting and strategic guidance—so you can focus on growing your business.
Best for: Startups and small businesses with $500K-$3M revenue
Monthly Deliverables
- ✓ Monthly financial package (P&L, Balance Sheet, Cash Flow)
- ✓ Automated KPI dashboard (Power BI) with 8-10 key metrics
- ✓ Cash flow forecast (rolling 8-week view)
- ✓ Budget vs. actuals variance report
- ✓ Executive Summary / Flash Report (1-page narrative)
Strategic Support
- ✓ Monthly 60-minute strategy call
- ✓ Email support (48-hour response time)
- ✓ Cash runway management guidance
- ✓ Unit economics clarity (CAC, LTV, payback)
- ✓ 10-12 dedicated hours per month
Everything in Foundations, Plus:
- ✓ Advanced Power BI dashboards with real-time data refresh
- ✓ Rolling 12-month financial forecast with scenario modeling
- ✓ Board/investor reporting package
- ✓ Annual budgeting with department-level detail
- ✓ Pricing and unit economics analysis
Enhanced Support
- ✓ Bi-weekly strategy calls (30-45 minutes)
- ✓ Priority support (24-hour response, Slack access)
- ✓ Profitability analysis by product/customer/channel
- ✓ Working capital optimization
- ✓ 18-22 dedicated hours per month
CFO Strategic
Turn financial complexity into competitive advantage. Full CFO partnership with AI-powered insights, custom automation, and board-level support.
Best for: Scale-ready businesses with $8M-$20M revenue
Everything in Growth, Plus:
- ✓ AI-powered forecasting with predictive analytics
- ✓ Custom RPA automations (1-2 processes automated quarterly)
- ✓ 13-week rolling cash flow with daily monitoring
- ✓ Fundraising support and investor materials
- ✓ M&A readiness assessment
Executive-Level Support
- ✓ Weekly strategic sessions (30-45 minutes)
- ✓ Board meeting attendance and preparation
- ✓ Full accounting process oversight
- ✓ Same-day response availability
- ✓ 28-35 dedicated hours per month
Strategic Add-Ons
Project-based services for specific needs—available standalone or as additions to any CFO tier.
Fundraising Package
Complete fundraising support to get investor-ready.
- ✓ 3-statement financial model
- ✓ Data room preparation
- ✓ Investor Q&A support
- ✓ Pitch deck financials
M&A Advisory
Expert support for acquisitions or exit preparation.
- ✓ Due diligence support
- ✓ Valuation analysis
- ✓ Integration planning
- ✓ Deal structuring
RPA Implementation
Custom automation that reduces costs permanently.
- ✓ AP/AR automation
- ✓ Automated reconciliations
- ✓ Report generation
- ✓ Data aggregation
Custom Dashboard Build
Custom Power BI solution for your specific needs.
- ✓ Executive KPI dashboard
- ✓ Real-time data refresh
- ✓ Drill-down capability
- ✓ Custom visualizations
Financial Model Build
3-statement model with scenario capability.
- ✓ P&L, Balance Sheet, Cash Flow
- ✓ Scenario analysis
- ✓ Sensitivity testing
- ✓ Investor-ready format
Onboarding & Setup
One-time setup for new engagements.
- ✓ Systems assessment
- ✓ Historical cleanup
- ✓ Baseline reporting
- ✓ KPI framework setup
💰 Save 10% with Annual Billing
Lock in your rate and save with annual commitments on any CFO tier.
Outgrown Your Bookkeeper But Can’t Justify a $400K CFO?
Most growing businesses hit a point where basic bookkeeping isn’t enough, but a full-time CFO at $300,000-$500,000/year doesn’t make sense yet.
Sound Familiar?
You need strategic CFO expertise—without the $400K price tag
Big Four Methodology Meets Modern Automation
We built our CFO practice differently. Strategic expertise from Big Four alumni, combined with AI-powered insights and automation that competitors can’t match—at 30-40% below traditional fractional CFO rates.
✓ Real-Time Financial Visibility
Power BI dashboards that update automatically—not month-end surprises. See your KPIs, cash position, and profitability metrics whenever you need them.
“For the first time, I can see exactly where we stand financially without waiting for month-end reports.” — Sarah T., E-commerce Founder
✓ AI That Spots What Humans Miss
Predictive cash flow forecasting, anomaly detection, and automated variance analysis. Our AI tools deliver insights traditional CFOs simply can’t provide.
“Their forecasting caught a cash crunch 6 weeks before it would have hit us. Saved our growth plans.” — Marcus L., SaaS Founder
✓ Automation That Reduces Costs
We don’t just advise—we build custom RPA automations that permanently reduce your finance costs. Each automation compounds your savings over time.
“They automated our AP process and cut our month-end close from 3 weeks to 5 days.” — James W., Manufacturing CEO
Companies with Strategic CFO Involvement See 20-30% Better Financial Performance
View CFO Service TiersController vs. CFO: What’s the Difference?
Accountants tell you what happened. Controllers ensure the numbers are right. CFOs tell you what’s possible and how to get there.
If you’re at $1M+ revenue, you need controller-level oversight. At $2M-$5M, strategic CFO guidance becomes essential. By $10M+, you need both.
Controller (Operational)
- → Day-to-day accounting oversight
- → Month-end/year-end close
- → GAAP compliance
- → Audit preparation
- → Internal controls
CFO (Strategic) ★
- → Long-term financial strategy
- → Capital structure & fundraising
- → Investor & board relations
- → Pricing & unit economics
- → M&A evaluation
How It Works
From first conversation to ongoing partnership—here’s what to expect.
Custom Engagement Design
We recommend the tier and services that fit your stage. No upselling—just honest guidance on what you actually need.
Onboarding & Baseline
2-4 weeks to assess your systems, clean up historical data, and establish baseline reporting and KPI frameworks.
Ongoing Partnership
Regular strategy calls, real-time dashboards, and proactive guidance. We become an extension of your leadership team.
Omicron CPA’s CFO professionals provide the following services:
- Monthly financial packages including P&L, Balance Sheet, and Cash Flow statements with executive commentary
- Real-time KPI dashboards built in Power BI with automated data refresh and drill-down capability
- Rolling cash flow forecasting (8-week to 13-week) with scenario modeling and sensitivity analysis
- Annual budgeting and departmental planning with variance analysis and reforecasting
- Unit economics clarity—CAC, LTV, payback period, and contribution margin by product/channel
- Profitability analysis by customer segment, product line, and geography
- Fundraising support including financial models, data room preparation, and investor Q&A
- Board and investor reporting packages with presentation-ready materials
- Custom RPA automation to permanently reduce finance operational costs
- Integration of CFO strategy with tax planning, bookkeeping, and compliance services
By specializing in the industries our clients operate in, we build trusted, long-term CFO partnerships focused on achieving meaningful financial outcomes.
We work with funded startups, SaaS and technology companies, e-commerce brands, professional service firms, and manufacturing businesses—where strategic financial decisions directly impact growth trajectory and enterprise value. Our deep understanding of how your business operates allows us to move beyond basic reporting and deliver forward-looking CFO strategies that scale with you.
Comprehensive CFO & Financial Advisory Services
Our fractional CFO practice delivers strategic financial leadership across these core service categories.
📊 Financial Reporting
- Monthly Financial Packages
- Executive Flash Reports
- Board & Investor Reporting
- GAAP-Compliant Statements
- Management Commentary
- Variance Analysis Reports
📈 Dashboards & Analytics
- Power BI Executive Dashboards
- Real-Time KPI Monitoring
- Department-Level Analytics
- Profitability Analysis
- Unit Economics Tracking
- Cash Position Monitoring
🎯 Forecasting & Planning
- Rolling Cash Flow Forecasts
- Annual Budgeting
- Scenario Modeling
- Sensitivity Analysis
- 13-Week Cash Flow Models
- Revenue Forecasting
💡 Strategic Advisory
- Growth Strategy Planning
- Pricing Strategy Analysis
- Capital Structure Optimization
- Working Capital Management
- Cost Reduction Initiatives
- Operational Efficiency
🚀 Fundraising & M&A
- Financial Model Development
- Data Room Preparation
- Investor Q&A Support
- Due Diligence Management
- Valuation Analysis
- M&A Readiness Assessment
⚙️ Automation & Technology
- RPA Process Automation
- AI-Powered Forecasting
- Automated Reconciliations
- Month-End Close Acceleration
- Data Integration & ETL
- Custom Report Automation
Not sure which services you need? Let’s discuss your specific situation.
Schedule Free CFO AssessmentOur experienced team of CFO professionals provides you with strategic solutions for the short and long term.
Our approach to financial leadership is proactive, data-driven, and growth-oriented. We don’t just focus on accurate reporting—we help you make informed decisions throughout the year that improve profitability, optimize cash flow, and increase enterprise value over time.
We offer a comprehensive range of CFO advisory services, including financial planning & analysis, cash flow management, fundraising support, and strategic advisory. Every recommendation is evaluated in the context of your broader business objectives, ensuring your financial strategy supports sustainable growth, operational excellence, and long-term value creation.
The Impact of Strategic CFO Partnership
Measurable outcomes our clients typically experience within the first year.
*Based on average outcomes across CFO advisory clients. Individual results vary based on business complexity and engagement scope.
Technology That Sets Us Apart
Most fractional CFOs use technology. We build it. Our proprietary automation and analytics capabilities deliver insights and efficiencies that traditional providers simply cannot match.
Power BI Dashboards
Real-time executive dashboards that update automatically—no more waiting for month-end reports.
- Live data connections
- Mobile-optimized views
- Custom KPI tracking
- Drill-down capability
AI-Powered Analytics
Machine learning models that predict cash flow, detect anomalies, and generate automated insights.
- Predictive forecasting
- Anomaly detection
- Pattern recognition
- Auto variance commentary
RPA Automation
Custom robotic process automation that permanently reduces your finance operations costs.
- Invoice processing
- Automated reconciliations
- Month-end close tasks
- Report generation
What Our CFO Clients Say
Real results from growing businesses who partnered with Omicron CPA.
Who We Help
Funded Startups
Preparing for seed/Series A funding with investor-ready financials
Growing Businesses
Hitting complexity barriers with multi-product or multi-location challenges
Exit-Ready Companies
Preparing for acquisition or sale with M&A-ready financials
Time-Strapped Founders
Ready to stop doing their own finances and focus on what they do best
Frequently Asked Questions
Common questions about our fractional CFO services.