For a business entity to manage resources to its “core competency”, outsourcing financial management roles and functions can be an option for enhancing profits, growth, and operations. Whether challenging times, a growth mode, or special projects, a CPA firm may bring an objective outside view to assist management. We customize engagements that can range from one-time projects, to ongoing monthly work, at a level suited to your business. Engagements are priced with a Fixed Fee Agreement that may paid by monthly ACH processing. Business owners and management may choose from the following levels of resources:

VIRTUAL CFO

Utilizing over 40 years of experience as a practicing CPA, John (Rusty) Davis offers leadership to business owners, executive management, and boards of directors of small and mid-sized businesses. All Virtual CFO services are provided in accordance with the terms and conditions of a CPA Engagement Letter that maintains the professional independence of Mr. Davis and our firm and will be delivered as contracted Consulting and Management Advisory Services. Specific projects and tasks will be detailed, with agreed-upon procedures, target dates and documentation deliverables established in the CPA Engagement Letter. Certain components of a Virtual CFO bundle may be delegated to firm team members, as appropriate to the specific project or task. Mr. Davis may also request that another service provider, subcontractor, software VAR, or other professional referral to collaborate towards the objectives of certain projects or tasks. Following are examples of potential work assignments that may be considered for contracted services under a Virtual CFO agreement:

VIRTUAL CONTROLLER

Our team includes years of experience and expertise in Controller duties of various business entities. We offer guidance to in-house company accountants and bookkeepers so that client business entities can enhance the productivity of internal staff and functions. All Virtual Controller projects and tasks are in accordance with clearly summarized terms and conditions of a CPA Engagement Letter and establish our professional independence. Companies may find our resources helpful in supplementing operational needs due to turnover, absences, system conversions, merger and acquisition, or other changes requiring outsourced support. Our Virtual Controller services are overseen by Mr. Davis in a limited manner to ensure that engagement objectives are met or exceeded. Following are examples of potential periodic functions, projects, or tasks that may be considered for contracted services under a Virtual Controller agreement:

VIRTUAL ACCOUNTANT

Often small businesses lack a full range of internal skills to properly support the financial management needs of a company. We assist client entities with selected tasks and projects, under an ongoing periodic arrangement or as an on-demand support agreement. We also assist management with referrals to other providers or contractors to solve challenges, always seeking the lowest cost options for positive results. Following are examples of work we can do for our clients in need of a Virtual Accountant, always in accordance with clear terms of a CPA Engagement Letter:

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