Outsourced Accounting Services

The Right Choice For Your Business

A Virtual Chief Financial Officer

A  virtual CFO (chief financial officer) is a remote-based CFO—a real person—who provides high-level services to give your company. No matter the size of your business we provide the expertise, direction, and concentration of an in-house CFO. We just do it remotely as a consulting service.

An online CFO should be seen as an investment. Hiring someone with the experience of a big-business C-level executive without the cost of hiring a full-time employee is where we come in.

We are more than just an accountant or a controller. This is high-level strategy—the type of work expected from an experienced financial executive.

We provide analysis for helping your team with cash flow modeling and break-even analysis.

Because of this strategic nature of the service, we schedule up to six virtual meetings per month. These meetings deal with cash flow, financial review, pipeline and practice development, banking relationships, and long-term goals.

Your goals are our goals: we want to maximize shareholder value, accelerate growth, and achieve profit goals.

  • How is your current sales performance? How does it compare to last year and how can it improve?
  • In your opinion, what is THE issue affecting your business right now? What keeps you up at night?
  • We can help you understand your financial statements and manage your cash flows
  • What is your strategic plan and how are you going to get there?

Our virtual VFO solutions are perfect for startup companies to seasoned businesses requiring:

  • Outsourced CFO services
  • Selection and implementation of accounting software
  • Development of accounting policies and procedures creation
Outsourced CFO Services

When you utilize our outsourced CFO services, you’ll get a dedicated CFO: someone to assist you with today’s financial challenges while helping you develop tools for tomorrow’s success. We work within your budget and timeline so as you’re making better financial decisions for the future, you’re also saving for it.

  • Organization Development - Recommend the proper organization structure
  • Review current and proposed insurance policies
  • Provide leadership in the development of financial statements, budgets, business certifications and moreoy tions and other verifications.
  • Assess internal control policies and procedures
  • Perform capital asset acquisition planning and financing options
  • Develop proposals and proposal templates
  • Design and/or oversee the organization’s financial reports.
  • Assist in the interpreting of data and information
  • Augment internal staff for day to day bookkeeping tasks.
Software Selection and Implementation

Our software implementation projects are backed by proven consulting methodologies, experience, and quantifiable results, and our consultants have very broad and deep understanding of the leading accounting and financial management software packages.  Since 2000, PBSI employees have assisted over 75 clients with the design and implementation of the financial transformation projects.

  • Development of RFP for proposed software vendors
  • Analysis of software vendor bids
  • Assistance in the evaluation and selection system.
  • Provide internal project management services during implementation.
Policy and Procedure Development

As your company grows, more formal structures will be needed for financial reporting. By taking the time to understand your business and long term goals, our team can facilitate the process of developing your accounting policies and procedures.

  • Authorizations
  • Bank and investment accounts.
  • Supplier Relations
  • Customer Relations
  • Debt
  • Insurance and Risk Management