Strategic. Scalable. Exclusively for CPA Firms and Financial Teams.
Hire a Virtual CFO for CPAs in the USA
Access the leadership and insight of a dedicated CFO for tax and audit firms without the burden of full-time executive costs. We provide part-time and full-time virtual CFOs trained to support financial strategy, compliance, and long-term growth, integrated directly into your operations and branded as your own.
80%
of clients saw improved cash flow forecasting within 60 days
80%
reported faster decision-making from integrated CFO oversight
80-5 Days
to onboard a remote CFO with aligned reporting SOPs
80-70%
Cost savings vs. hiring a full-time in-house CFO
Strategic Leadership. Advisory Clarity. Embedded with Your Team.
Why Hire a Virtual CFO from Globus Finanza?
When you contract a virtual CFO with Globus Finanza, you obtain executive-level financial leadership, that is local recruitment and long-term contracts free. Our offshore CFOs for financial management are chosen because of their experience in forecasting, modeling, and strategic reporting; they are trained specifically to help U.S.-based CPA and advisory firms.
We know that CPA firms, enrolled agents, and accounting leaders are always in a perfect environment of accuracy, quickness, and insight. Our remote CFOs for accounting firms were checked and trained to give strategic clarity in real-time among tax, audit, and business planning situations.
Every contract starts with a well-organized onboarding that makes sure that SOPs, reporting preferences, tools, and review cycles are matched before sending the first delivery. Whether you are in need of a fractional CFO for CPA firms, a full-time advisory partner, or an individual who handles the weekly reporting work, our professionals perform your brand repeatedly without any loss of transparency.
We do not only assign experts who are well versed with numbers. We lodge those professionals who act as leaders, anticipate, and energize your firm's value to clients.
- Exhaustive CFO selection routine concentrating on U.S. entity compliance, forecasting acumen, and delivery of financial insight
- Role-specific onboarding, including SOP creation, reporting examples, and advisory procedure setup
- High-level proficiency in planning and modeling tools such as Excel, QuickBooks, NetSuite, and custom dashboards
- Engagement flexibility: employ a full-time, part-time, or fractional virtual CFO to be in accordance with the scope of your clients
- Constant access to strategy support: budgeting, KPI dashboards, M&A prep, cash flow optimization
- No internal HR burden: no payroll, benefits, or local compliance required
Our committed CFOs for tax and audit firms supply partner-level advice that does not drag along with your operations or overextend your core team, regardless of whether your clients are getting ready for audits, investor meetings, or financial planning sessions.
Hire Virtual CFOs That Drive Business Strategy
Partner with executive finance professionals trained in U.S. advisory, planning, and reporting.
End-to-End Offshore Executive Financial Management
This Globus Finanza CFO service offers clarity on the financial aspects of a business, brings leadership to the table, and makes plans without having to opt for a full-time executive. Each virtual CFO engagement for financial planning has onboarding adapted to align with your systems, team structure, and reporting frequency.
Whether it is helping the client with forecasts, burn rate management, or model-building in the funding arena, our outsourced CFOs from the CPA firms front-run the charge. They are working behind the scenes to help you get more value for your firm at a faster pace without compromising compliance or visibility.
- Oversight of monthly reports and consolidation of dashboards
- Budgetary planning, forecasting, and cash management strategy
- Financial models and investor reporting
- Establishment of pricing policies and KPI frameworks
- Help with software configuration and dashboards
- Assistance for executive-level meetings with prepared talking points and summary insights
Why Choose Globus Finanza to Hire Virtual CFOs?
Flexible access from Globus Finanza to the very best of virtual CFO staffing agencies catering to U.S. accounting markets. We source financial leaders experienced in operational finance, advisory aligned to tax issues, and reporting-oriented planning, trained to collaborate in CPA teams and client-facing roles.
Each seasoned CFO for business strategy is assessed in communication, delivery of insight, and financial interpretation. Strategic planning capacity, or compliance-aligned forecasts, are needed on your side? Either way, our remote CFOs are quick to plug in, are fast to align with you, and always deliver.
- CFOs trained under the U.S. entity structures and small business planning
- Setting up the SOPs, alignment of reporting, and goal setting for onboarding
- Knowledge in financial modeling, variance analysis, and funding strategy
- Strong grasp of SaaS metrics, multi-entity structure, and margin analysis
- Flexible access: hire a virtual CFO for part time, full time, or projects
- NDA-supported confidentiality and data-security-treated engagements
CFO-Level Oversight Without Full-Time Costs
Bring strategic financial leadership into your firm with flexible virtual staffing. Our fractional CFO will manage your financial team and transactions.
How We Deliver Top Quality Offshore CFO Support
Remote CFOs for accounting firms are selected for their strategic capacity, forecasting aptitude, and clarity in reporting. Each engagement commences with strategic planning and account alignment and proceeds with the structured delivery of financial oversight tasks.
Our CFOs partner with your clients or internal teams to provide financial insights that lead to better decisions, faster closes, and fewer surprises.
- Client-level onboarding with planning documents and target outcomes
- Budget setup, forecasting accuracy, and reporting rhythm
- Delivering data-backed insights with variance analysis and cost optimization
- Platform integrations with Excel, QuickBooks, NetSuite, and analytics tools
- Secure communications and weekly summary reviews
- On-call support during financial closing or review periods
Got a Question?
Frequently Asked Questions
Virtual CFOs are allocated based on business size and industry requirement, with 8-15 years of experience in financial planning, cash flow strategy, tax alignment, and M&A advisory. CFOs are educated to work with U.S.-based CPA firms and their clients to provide guidance suitable for both short-term and long-term objectives.
CFOs can accommodate both. Some work in tandem with client CEOs or founders, while others work in the background, creating reports and analyses that the firm provides.
We assist with QuickBooks, Excel, Xero, NetSuite, and other software related to budgeting, modeling, or tracking multiple entities.
Yes. Our staff assists virtual CFOs for small companies requiring forecasting, investor reporting, or margin strategy assistance.
Typically, all onboarding is done in 3-5 business days with access established, financial goal discussion, and software setup.
Yes. Companies can bring experienced part-time virtual CFOs on flexible schedules to assist particular clients or quarterly projects.
Yes. Everything is done under your company's name, emails, reports, and correspondence are all congruent with your brand.
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