Virtual CFO

Running a profitable business doesn't have to follow anyone's rules but yours

You don’t need the huge team or the bloated back-end. You can grow fast and scale while still staying small and lean, and having the life you want.
‍
Simpler + more efficient is the name of the game. What’s the fewest systems, people and processes we can use to make sure your business goes from digital duct-tape and WD40 to smoother-than-a-Mercedes-Benz operations?
‍
The secret lies in being able to understand your business on a deep, data-driven level, so you can evaluate and redesign everything from your finances, to your systems, software, and team to support the kind of CEO you really are -- and the kind of business (and freedom) you really want. Working with an outsourced CFO can help get you there.

Data. Is. Everything... and a Virtual CFO is your translator.

As an outsourced CFO I take the seemingly complex, incomprehensible slew of numbers and make them simple to understand and execute on.
‍
Data is everything and sustainable, profitable businesses are built on good data.
‍
Good data comes from good systems. And good systems are more than just having someone there to do data entry for you like a bookkeeper or VA.
‍
Good systems mean you’re getting current, up-to-date, laid out in a way that’s easy for you to understand, so you can make better decisions that preserve the health of your business and pave a path for the future.

I feel so relieved that this is all in order. I feel completely empowered over my books and my numbers for the first time in YEARS despite my obsession with excel sheets and tracking numbers.

Pia Silva

Badass Your Brand + Worstofall Design

As Your Outsourced CFO, I can help you:

Save Money
Cut costs by reducing and eliminating dysfunctional and underused software & systems. Always keeping an eye out for cost savings.
Build Resilience
More profit = more cash reserves. And a more efficient business means nothing comes crashing down when you hit a crisis.
Increase Efficiency
Build a team that’s the right size, with the right skills. Identify where you need actual human support, and where you just need clearer tools and processes.
Scale Profitably
Spend less time managing your team members and doing admin, and more time on work that actually grows your business
ROI on Every Investment
Every dollar and second you spend on your business should get you a return. We'll make sure they do

This has been an AMAZING experience I am SO FREAKIN THANKFUL that I found Susan and had her do this. I just had a lightbulb moment with Xero and a few big things clicked together and I think I finally GET IT NOW! I really do, and I have my different revenue streams on the homepage updating in real time and holy cow that is amazing, that's what I've been looking for. I feel so relieved that this is all in order, I feel completely empowered over my books and my numbers for the first time in YEARS despite my obsession with excel sheets and tracking numbers.

Pia Silva

Badass Your Brand + Worstofall Design

Get Started With an

Action Plan

Every new one-on-one client starts with an Action Plan, so that we know exactly what steps to take to grow your business (not some cookie cutter template of growing someone else's)

Learn More ➞

Why Me?

Short version: I’m a virtual CFO with systems & tech experience. So I don’t just know numbers, I know how to build a lean, automated business that takes all the admin off your plate and gets you the numbers you want to see.

Long version: Creating processes for everything from HR to finance, accounting, project management, and even client management, is my specialty.

I’ve managed annual budgets of $100M+ as a CFO and departments of 370+ people as the head of HR.
I’ve built, researched, and implemented software and other systems for a huge variety of organizations – from the US military to major universities, small retail shops, and marketing agencies.
I’ve owned 4 businesses of my own and am intimately familiar with how operations can derail a company or be the secret key to success.

My outsourced CFO services help you do more by making sense of your numbers across your business for a full impact on what it takes to run your business successfully. Because when you create a solid process, you make the decision once and never have to make it again. The amount of time and mental energy you save is huge. But only if the process is solid — if it’s not, it can actually hinder you and your team.

Seeing through the mess to find order is what I’m best at, and that includes keeping you on track as you grow with virtual CFO services.

Let's Chat ➞

Not many people have this combination of accounting knowledge, technological fearlessness, and boldness to take on new projects and problems. If you have an accounting/technology issue that is too challenging for mere mortals, contact Susan right away.

Jaime Campbell

Tier One Services

Common Questions About CFO Consulting Services

Let's put your mind at ease.

Am I too small to hire a CFO?

Nope - if you’ve got a business, you can definitely benefit from the full range of skills and expertise a chief financial officer brings to the table. In reality, you can’t afford not to have one, you probably just don’t need a full-time CFO. That’s where hiring an outsourced CFO can bring big benefits without a big cost, especially for small businesses.
‍
While a bookkeeper will mostly handle getting data entered into your financial system on the day to day, and your tax accountant will handle your taxes, the CFO is the person who can dig into the details of your business, analyze your data and help you interpret and understand what your numbers are saying. A CFO is there to help you make strategic decisions about growth.

Working with a consulting firm for advisory services can help you get the benefits of deep financial insight without the full-time CFO costs.
‍
It’s not the size of the business that matters, it’s about having someone on your team who intimately understands your business and your systems, with the expertise to help you make healthy growth choices.

Do I have to start with the Action Plan? Can't I just hire you as my outsourced CFO?

Yes, everyone starts with an Action Plan.

I believe that sustainable businesses are built on a solid foundation -- and the Action Plan is designing the foundations we’ll ultimately build on to grow your company. The Action Plan focuses on analyzing cash flow, how you’re using resources in your business, and what software you use in your business to create a more efficient and effective system.

What if I just want to fix one process or one system?

We’ll work with you to streamline and straighten up one process or workflow at a time, from beginning to end in one day. The goal is to set up your business for long term success by getting systems and financial statements in place, analyzing your company’s performance, and helping you figure out where to go from here.

How do I know if hiring a virtual CFO is right for me?

Let's chat! Click Here to find a time for us to have a quick call and see if we're a good fit to work together.

GET IN TOUCH ➞

Finance + Operations Strategy

Take Control with a Virtual CFO

Running a profitable business doesn't have to follow anyone's rules but yours

Data. Is. Everything... and a Virtual CFO is your translator.

As Your Outsourced CFO, I can help you:

Save Money

Build Resilience

Increase Efficiency

Scale Profitably

ROI on Every Investment