CFO Services built for your growing business growing business.
Accelerate your growth with expert CFO support–from accurate budgets to financial strategies.
Virtual CFO Services
Our team of CPAs are here for your business every step of the way. A full time CFO can cost as much as $500k annually, Wisdom provides businesses with expert services, unmatched accurary with affordable, up-front pricing.
Ongoing CFO support, dedicated to your business.
Expert CFO Services by a licensed CPA, at a fraction of the cost. Increase control over your finances and scale your business.
Unmatched Accuracy & Support
Customized CFO Services
Our pricing structure allows you to work with us at a fixed cost, without fear of hidden fees.
CFO Monthly Support
Expert CFO support to scale your business
Starting from
$849/mo
- Custom CFO support
- Finance and business metric updates
- Financial monthly rolling forecasts
- Small Business Relief
- Monthly conference calls
- Licensed CPA
CFO Accelerated Support
Ongoing, dedicated CFO support to accelerate your growth
Starting from
$1749/mo
- Personal CFO Consultation
- Revenue projections
- COGS budget
- Payroll budget
- Weekly conference calls
- Licensed CPA
Meet Our Clients
We Work For Them
Frequently Asked Questions
You have questions? We have answers! Here are some of the most frequently asked questions by our clients
CFO services are essential for growing businesses. If you don’t already have a CFO in-house, you might want to consider outsourcing. We provide comprehensive financials and expert support throughout the business life cycle, at a fraction of the cost of a full time CFO.
Financial analysis means taking our unique perspective along with some very powerful financial analysis tools and looking beneath the surface to see what’s going on inside your business. We report back to you with comprehensive financial metrics. Behind every number is a story, and it’s our job to uncover the story of your business.
The process of getting matched with one of our CFO’s is very simple! First, you would schedule a consultation with someone from our team. Then, we review your prior tax returns, any books you have from prior accountant, CFO, controller, etc. From there, we carefully analyze the business model, industry, financials and exactly how we can help you.
We are entrepreneurs that just happen to be CFO’s. By this, our CFO’s are have years and years of experience. Members of our CFO team have previously been CFO, Controller, CPA, General managers, President or have owned their own company in addition to their impressive careers as CFO’s. As such, we are uniquely qualified to be your financial partner in navigating your business and working towards success.
If any point you feel that Wisdom CFO Services are not right for you, you can cancel at anytime! Please reach out to us and we’d be happy to assist. All our plans are month to month, no contract, no obligations, no hidden fees!
