80.9%
satisfaction rate
from U.S. CPA
and advisory firms
Free up your internal resources and empower your clients with precision-driven outsourced financial management services. From financial modeling to strategic planning, we act as your white-label partner to help you scale.
satisfaction rate
from U.S. CPA
and advisory firms
Faster strategic
financial planning
execution
accuracy in financial
models and reports
Lower Costs vs.
building an internal
advisory team
Modern CPA firms need more than just reporting; they need insights that drive action. Our outsourced business and financial advisory services in the USA help you offer value-added financial intelligence without expanding your internal team.
With Globus Finanza, you don’t just outsource, you enhance your advisory capabilities while keeping your client relationships intact.
Experience the difference of working with a dedicated offshore partner. Our free trial gives you a risk-free opportunity to explore how our outsourced financial advisory solutions can support your firm, no strings attached.
Participating in supported CPA firms and accounting professionals. We offer expert-level remote financial advisory services, for accounting the value is enhanced, while costs remain down.
We offer independent and reviewable business valuations that may be used for mergers and acquisitions, rounds of funding, or succession planning. Our valuation process entails financial analysis, market data, and regulatory alignment so that CPAs are able to provide accurate, reliable results.
Our financial modeling service presents firms with multiple future scenarios that ensure clarity through data. We construct decision and investor readiness tools from 3-statement modeling to limit scenarios.
Our services enable one to return and identify the inefficiency and cost leakages in his/her client's ongoing work. These findings work to enhance margins, intelligent workflows, and sustainable business structures.
We direct companies in choosing the right fit between their operational plans and their overall financial strategy. The service they get will instill confidence and control from budgeting to scenario planning.
If interests are true, other things that matter are timing, and this then brings the idea of going out of strategic foresight. Helping businesses plan for clear, well-thought-out exit strategies will be tied to leaders' goals.
Our advisory team guides a client through structuring optimal funding to enhance growth and stability. Everything from investor presentation to capital spend is a hands-on solution at every turn.
While implementing tailored schedules, clients are operating with the insight, planning, and guidance of virtual CFOs ready to scale.
Ensure strong financial governance and control with remote expertise. Our controller services provide increased oversight and reporting without escalating overhead.
Deliver high-value financial advisory with minimal overhead. Our CPAs offering virtual CFO and controller consulting allow you to keep your focus on what you do best, client relations.
We use best-in-class accounting software to build models, reports, and financial dashboards. Whether your client is a startup or an enterprise, our stack supports it all.
Our offerings aim to serve professional accounting firms interested in riskless scaling. Acting as a hidden partner to you, we offer white-labeled services brimming with insights that help build further client trust and enable the scaling of your advisory services.
We mix strategic financial advisory for businesses with business operations execution, considering everything you need to be the smartest advisor on the floor.
These services are what allow CPA firms and accounting practitioners to outsource financial modeling, strategic planning, and valuation tasks to a trustworthy offshore team. Globus Finanza gives you white-label support under your own branding, thus allowing you to grow without adding more people internally.
Indeed, we offer services as a virtual CFO and controller for CPA firms, providing strategic insight and operational oversight without the full-time costs.
We start with a call to understand your firm's requirements and to define the deliverables. We then give your ongoing support or project-based advisory, whichever works for you, integrating directly into your own operations. Throughout the process, all services are fully US-compliant and designed to the specifications of your client base, giving you all the control and visibility.
Yes, indeed. All of our corporate financial planning and valuation services are provided as white-label solutions, so your firm remains the face of your clients.
Our team produces exact and actionable financial strategies by applying U.S. GAAP standards, sound modeling methods, and real-time data. We also prepare reporting and documentation in line with CPA firm standards, so all client presentations can be reported in an audit-ready compliant manner.
Yes, definitely. Our services cater specifically to CPA firms, enrolled agents, and accounting practices with limited capacity for in-house advisory.
Sure, we support repeated engagements as well as one-off projects such as financial modeling and strategic consulting for forecasts or investment scenarios.
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