“However beautiful the strategy, you should occasionally look at the results.”

Sir Winston Churchill

Virtual CFO Services

Has your organization reached the point where you could benefit from additional financial expertise, but find it difficult to justify the cost a full-time CFO? If so, our Virtual CFO Services are a perfect solution. When you partner with Vortex Advisory Group, you gain knowledge and experience that can help you make better business decisions and propel your organization to even greater success.

Although our CFO Services are customized for each company, most include the following:

  • Monthly or weekly meetings to discuss financial results, hot-button issues, and opportunities for improvement

  • Guidance with financial statement preparation and review/discussion of financial results

  • Accounting system support, including QuickBooks

  • Cash flow planning and forecasting

  • Annual forecasting/budgeting

  • Strategic planning

  • Tax planning and preparation

Our Virtual CFO Services are design to give you the confidence you need in dealing with the complex financial issues and decisions that businesses face every day. Contact us now with questions or to set up a meeting to learn more.

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