CFO
Services
Virtual CFO Services
For companies that do not want to hire a full-time CFO, we offer Virtual CFO Services.
Virtual CFO Services
Using an experienced CFO from Weinberg Partners can help you find and cut waste, deploy cash efficiently, and find opportunities for greater production or expansion. With our help, you can be able to stay a step ahead of the other organizations in your niche.
Financial Planning and Analysis
Cash Flow Forecasting and Budgeting
Strategic Planning
Board Reporting
Build your business. Hire a virtual CFO to beat the competition.
Financial Planning & Analysis
Our services include:
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- Streamline day-to-day accounting and gain confidence through our built-in bookkeeping, accounting, and tax services
- Monthly meeting to collect financial assumptions
- Manage annual budgeting process, development of annual strategy
- Quarterly/annual service to update the budget and analyze variances
Cash Flow Forecasting and Budgeting
Our services include:
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- Develop a 12-month forecast budget
- Cash management & planning
- Planning and budgeting to help with long- and short-term budget/or cash forecasting with quarterly updates
Strategic Planning
Our services can include:
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- Identify key metrics and create a report to monitor
- Determine what a client’s financial goals are and clearly define where they want to be
- Develop a documented action plan and provide client with advice to achieve goals
- General business guidance
- Succession planning
Board Reporting
Our services include:
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- Customized Board reports and preparation
- Essential KPIs and financials specific to your Board
Speak With An Expert
Review Your Business Expenses – And Save
Spend management is all about getting in control of your expenses – and, where possible, aiming to reduce the level of costs and overheads that you incur as a company.
How Does an Accountant Save You Money?
Modern accounting firms are far more interested in helping you with your financial performance, your business strategy and offering flexible value-add services that put you in better control of your finances.
How To Improve Cash Flow & Keep More Profit in Your Trade Business
Getting a good grasp of your cash flow can do wonders for your business, maximising profit and minimising loss of time, money, and sanity. It’s more simple to do than people think — especially if you have a solid business plan.
Using Testimonials and Case Studies to Transform Your Business
Showcasing testimonials and written or video case studies is a great way to do that because prospective customers are less inclined to believe what you, as a business, have to say.
What Are Your Business Goals for the Year Ahead?
What will you do differently this year to enable your business to thrive? Conducting a past-year review with our experienced advisors will provide valuable insights for this year’s goal-setting.
Exit – Stage Right!
It takes a lot to start a business. Few business owners start with exit in mind. You start with a dream and the tenacity to make it real, and make it grow. When do you start thinking about what you want to happen when you retire?
Should You Buy a Building for Your Business?
Owning a building works best if your business is well-established, you have money to invest, and you’re taking a long-term approach – it can take many years for this decision to pay for itself.
Why Your Accountant is the Mentor You Didn’t Know You Needed
A business mentor can provide guidance and support, so you make the right decisions and stay focused on the end goal as a business owner.
Finding and Retaining Key Talent for Your Business
Finding the skilled employees you need, and keeping them in the business, is vital for driving innovation and growth over the coming years
Looking for more insights on running a successful company?
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Weinberg Partners LTD
Las Vegas Office
9205 W. Russell Road, Suite 240 | Las Vegas, Nevada 89148 USA
Chicago Office
250 Parkway Drive, Suite 150 | Lincolnshire, Illinois 60069 USA