WE ARE YOUR VIRTUAL CFO

Affordable, Scalable, Financial Services

WHAT IS A VIRTUAL CFO

VIRTUAL CFO SERVICES

Big businesses rely on their chief financial officer to achieve long-term financial success. Our Virtual CFO Services give you all the benefits at a fraction of the cost. Get help with every aspect of business finance when you add a virtual CFO to your team. Increase sales, profit, and income and get financial planning advice all without having to pay a full-time professional. Here are just some of the services available when you hire a virtual CFO

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Generate more net profit
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Streamline operations
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Save on taxes
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Plan new products and services
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Refine strategies for greater profit margins
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Why Hire a Virtual CFO?

You’ve built something incredible. Our virtual CFO services could help you make it even better.

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Your Business Needs You

Business success or failure rests on your shoulders. There are things only you can do, and people are relying on you to get them done. Successful leaders know when to delegate so they can focus on what they do best.

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Planning For Success

The right virtual CFO helps you find ways to make more money now and plan for an even brighter future. Find more ways to generate recurring revenue. Guard against possible threats and budget for the unexpected.

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Avoid Costly Mistakes

Sleep better knowing you have an expert looking out for your financial best interests. With a virtual CFO on your team, you don’t make common tax mistakes that could get you fined or penalized.

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Custom Solutions for Your Money, Your Data

HOW VIRTUAL SERVICES WORK
How is it possible for us to deliver such highly skilled financial assistance? We use technology to provide customized accounting solutions to clients across the nation. Our client portal gives you safe, secure 24/7 access to documents. Upload and download forms and files from any device, any location. If you use QuickBooks, we’ll host your company file on a secure, remote server with unlimited access.

You’re never locked in, your financial files belong to you. You choose the financial services you need, we’ll create a custom solution that’s just right for your business.

TESTIMONIALS

WHAT PEOPLE SAY

In an age where we are quick to complain but slow to say thank you and commend good work. I want to thank McNeely & McNeely for the recent work they conducted for me. I'm also amazed at the tax strategy and financial projects that they have conducted over the last year.

Matthew Martin

President, Spade Design

Mcneely & McNeely have been a pleasure to work with it. I highly recommend them.
Cyndi Garrett

Realtor, Cyndi Garrett Realty

If you are looking for a trustworthy, responsive, and quick company to get your taxes done, look no further! Last year I reached out to see if they could do my personal taxes and ended up doing turbo tax instead because I didn't want to pay for someone to do my taxes, but I will NEVER make that decision again. It was worth every penny having this team do my taxes this year instead. Highly, highly, highly recommend using this team to do your taxes!
Kaitlyn Parker

Managing Partner

INNOVATIVE SOLUTIONS FOR GROWING BUSINESS

VIRTUAL CFO SERVICES – YOU CHOOSE

Strategic Planing

Get sound financial advice and economic forecasting so you can depend on future growth.

Budgeting & Forecasting

Cash flow is the lifeblood of business. A Virtual CFO helps you plan for the short and long term.

Performance Management

Our processes will help you get departments, systems, teams running at their peak.

Payroll Services

Turn over the time-consuming process of tracking hours, calculating pay, withholding, and more.

Tax Consulting

Don’t pay more taxes than you should ever again. Our virtual CFO services will help you reduce your tax liability.

Tax Preparation

We’ll take care of estimated quarterly tax payments, prepare and file your, and keep you up to date on change.
Packages to Fit Every Business
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