Finacial Management and Planning Dedicated Virtual CFO
As a business owner, you know that wearing many hats is part of the job description. But when it comes to financial management and planning, it's important to have a dedicated CFO on your team. When you don't have the budget for a full-time accounting role, a virtual CFO can be a great solution while your business scales. Outsourcing CFO services can give you the expert guidance you need to make sound decisions for your business' future.


Comprehensive Services Flexible Integration
At SME, we offer comprehensive CFO services on a part-time or full-time basis. Our team of certified public accountants and financial professionals will work with you to develop a financial strategy that meets your specific needs. Our team understands the importance of maintaining accurate and up-to-date financial records and we can help support your financial strategies. We can complement your existing teams, provide support and guidance during your staff transitions, as well as provide service in all levels of your accounting and financial functions.
A Full Suite of Outsourced CFO Services
Our CFO services can be customized to meet the unique needs of your business. We offer a full suite of virtual CFO services, including:
Financial statement preparation and analysis
Allow our experts to prepare and analyze your financial statements so you can focus on running your business. We will provide insights and analysis to help you make informed decisions about your business' finances.
Cash flow management
We will work with you to develop a cash flow management plan that fits your business. We can help you optimize your cash flow, manage expenses, and forecast future needs.
Budgeting and forecasting
We will help you develop a budget that meets your business goals and maximize your productivity. We can also assist with forecasting so you can plan for and capitalize on future growth.
Financial strategy
Our team will work with you to develop a comprehensive financial strategy that is custom fit to meet your needs. We can help you map out a plan for long-term growth, identify opportunities for cost savings, and develop a funding strategy.
Business performance tracking
Tracking the performance of your business is essential to making informed decisions about your finances. Our team can help you track key indicators so you can identify areas of improvement and make adjustments to accelerate growth.
QuickBooks Pro Advisors
Our team of QuickBooks Pro Advisors can help you set up and use QuickBooks, as well as provide training and support. We will work with you to ensure that QuickBooks meets your specific business needs.
Tax Planning
Our team of tax professionals can help you with tax planning and preparation. We will work with you to minimize your tax liability and maximize your tax deductions.
Payroll & Tax Compliance
Avoid costly penalties and tax mistakes. Our team can help you with all aspects of payroll and tax compliance. We will ensure that your employees are paid on time and that all required taxes are withheld and remitted.
Accounts Payable/Receivable
Managing cash flow is critical to a growing business. Our team can help you with all aspects of accounts payable and receivable. We will ensure that your invoices are paid on time and that your customers are billed correctly.
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