What is a Virtual CFO and when should you hire one?

“Many times, it’s the last thing they want to deal with, but they know things could go so much further if they had the proper staff. The back of the napkin doesn’t work anymore.” - Michelle Lesifko

The finer details of this episode

• How Summit CPA helped coin the term “Virtual CFO”
• Traditional bookkeeping and accounting vs. Summit CPA
• Should you hire a full-time CFO?
• How Summit CPA uses forecasting to hit milestones and goals
• Michelle takes a closer look into cash flow
• The three types of services Summit CPA offers
• When should business owners start reaching out for help?

Episode resources

• Summit CPA website
• Email us with questions/comments- vcfo@summitcpa.net