Real Strategy. Remote Delivery. Fully Yours.

Outsourced Business and Financial Advisory Services in the USA

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.


  • 80
    .9%

    satisfaction rate
    from U.S. CPA
    and advisory firms

  • 80
    X

    Faster strategic
    financial planning
    execution

  • 80
    %+

    accuracy in financial
    models and reports

  • 80
    %

    Lower Costs vs.
    building an internal
    advisory team

White-Label Advisory. Real-Time Insights. Scalable Support.

Why Outsource Business & Financial Advisory to Globus Finanza?

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.

  • Trusted virtual CFO and controller consulting for CPAs and firms
  • U.S.-compliant corporate financial planning and valuation support
  • Flexible service models: project-based or ongoing advisory
  • Complete white-label delivery with your branding, our expertise
  • Efficient processes for financial modeling and strategy consulting

With Globus Finanza, you don’t just outsource, you enhance your advisory capabilities while keeping your client relationships intact.

Try Our Expertise; Before You Commit

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.

Our Business & Financial Advisory Services

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.

Business Valuation

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.

  • Independent business valuation and investment analysis
  • Discounted cash flow and market multiple methods
  • Pre-transaction readiness and audit support
  • Clear reporting for client or legal submission
  • Support for goodwill calculations and IRS requirements

Financial Modeling

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.

  • Financial modeling and strategic advisory for forecasting
  • 3-statement model (P&L, cash flow, balance sheet)
  • Scenario and sensitivity analysis
  • Revenue and cost driver projections
  • Monthly cash burn and break even models

Profitability & Efficiency Improvement

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.

  • Profitability and business efficiency solutions
  • Workflow audits and cost control plans
  • Revenue stream evaluation
  • Benchmarking and margin analysis
  • Financial KPI dashboards

Strategic Financial Planning

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.

  • Corporate financial planning and valuation
  • Strategic budget setting and variance tracking
  • Risk-adjusted forecasting
  • Business expansion and acquisition planning
  • Executive-level reports and strategy alignment

Succession Planning & Exit Strategies

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.

  • Succession planning and exit strategy consultation
  • Ownership transition modeling
  • ESOP and buy-sell agreement planning
  • Exit readiness audits
  • Retirement funding alignment

Debt & Equity Financing Advisory

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.

  • Debt and equity financing consulting for firms
  • Investor deck and pitch prep
  • Financial due diligence and lender-ready docs
  • Cash flow-based repayment analysis
  • Capital structure optimization

CFO Outsourcing Services

While implementing tailored schedules, clients are operating with the insight, planning, and guidance of virtual CFOs ready to scale.

  • Strategic financial planning for businesses
  • Growth-focused CFO strategy
  • Cash flow and capital planning
  • Board reporting and investor comms
  • High-impact business advisory

Controller Services

Ensure strong financial governance and control with remote expertise. Our controller services provide increased oversight and reporting without escalating overhead.

  • Budget control and policy design
  • Month-end close support
  • Financial reporting and risk analysis
  • Process improvement for better reporting
  • U.S. GAAP compliance monitoring

Elevate Your Firm’s Advisory Services, Without Hiring

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.

Business and Financial Advisory Software We Use

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.

Why Choose Globus Finanza for Outsourced Business and Financial Advisory Services?

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.

  • Deep expertise in outsourced financial management services
  • White-label delivery with U.S. CPA-firm standards
  • Models, reports, and plans built to your firm's framework
  • Reliable virtual CFO and controller consulting for CPAs
  • Scalable—get support only when you need it
  • Professional-grade output aligned with your compliance needs
  • Transparent communication, on-time delivery, and proven processes

FAQs

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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