Virtual CFO Services
Virtual CFO Services for US CPA Firms
CFO-Level Financial Intelligence — Delivered Through Your Firm
Today’s business clients expect more than accurate financials — they want forward-looking insights, cash flow clarity, and strategic guidance. Most small and mid-sized businesses can’t afford a full-time CFO. Athix Global enables US CPA firms to offer Virtual CFO services to their clients — delivered by our experienced financial professionals, presented under your firm’s brand.
Whether your client needs monthly reporting packages, budget-versus-actual analysis, or a rolling 12-month cash flow forecast, we build and maintain the financial infrastructure behind it — so your firm can deliver high-value advisory services without adding internal headcount.
What We Provide
- Monthly management reporting packages — custom dashboards and financial summaries
- Cash flow forecasting — 13-week and 12-month rolling forecasts
- Budget preparation and budget-versus-actual variance analysis
- KPI identification, tracking, and monthly KPI scorecards
- Financial modeling — scenario planning, sensitivity analysis
- Profitability analysis by product, service line, or business unit
- Break-even analysis and pricing support
- Working capital analysis and liquidity reporting
- Debt schedule and loan covenant monitoring
- Board-ready financial presentation preparation
- Month-end close management and reporting calendar oversight
Who Is This For?
CPA firms that want to expand their service offering beyond compliance and into advisory — without hiring a CFO or financial analyst internally. We do the financial work; your firm delivers the relationship.
Engagement Model
We operate on a monthly retainer model aligned with your client’s reporting cycle. Each engagement is customized to the client’s size, industry, and reporting needs.