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
Digital Signatures and Cyber Security
Did you know that authenticated digital signatures can be more secure than handwritten ones? Talk to us about using encrypted signatures for business documents. We’ll help with simple tips to keep your business cyber-safe while increasing efficiency.
Keeping Your Data Safe As A Remote Worker
We’ve all been doing a lot more remote working in recent times. But have you thought about the security implications of using your device on a public network?
Are You Hiring the Best Talent for Your Business Culture?
Are you hiring the best talent for your business culture? We’ve summarised 5 ways to make sure your next hire is a perfect fit for the business.
Using Data Analytics to Give Your Business a Competitive Advantage
Data analytics allows helps you spot the patterns. Understand the data trends. And preview the upcoming threats and opportunities for improvement.
What are the Risks of Taking Out a Personal Guarantee on a Loan?
Many lenders will ask you to provide a personal guarantee against this business loan – and there’s a risk element to consider when taking out finance.
5 Tips for Chasing Invoices Without Annoying Your Clients
When you’re a small business owner, sole trader or freelancer, asking for payment on overdue invoices can be a delicate matter.
Which is More Important? Cashflow or Profit?
Knowing the difference between cashflow and profit – and how cash and profit contribute to your success story – is a vital skill if you want your business to have the best possible financial health.
The ABCs of Bookkeeping
Without good bookkeeping, the speed and quality of your reporting can quickly fall down.
You Need More Than Just Accounting Software to Run a Trade Business
Most trade business owners use accounting software to help them run their businesses – and for good reason.
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
Washington DC Office
211 N Union Street, Suite 100 | Alexandria, Virginia 22314 USA