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Virtual CFO – Boston (MA)

Outsourced CFO – Boston (MA)

Many organizations in Boston and across Massachusetts have accounting departments that are focused on managing routine tasks. This may include bookkeeping, AR/AP management, payroll inventory data review, and more. While important these traditional accounting functions do not provide the strategic leadership and insights that help support and guide the accounting team. Whether it’s assistance expanding into new markets, raising capital, or undergoing rapid growth, it may be time to hire, or in some cases replace, a Chief Financial Officer (CFO) who can provide the insights, strategic direction, and experience needed.

A key concern is the difficulty in finding a qualified CFO. Not only can it be a difficult and long process, but often salary requirements exceed what many can afford. Beyond this, the onboarding process can be lengthy delaying impact. For this reason, organizations often turn to outsourcing to meet needs. A Virtual CFO can “plug-in” to your organization and quickly start offering essential insights and direction. These seasoned professionals have an immediate impact.

Virtual CFO Experience – Massachusetts

WhippleWood CPAs offer Virtual CFO services to companies in Boston and across Massachusetts. Our team has significant experience helping companies implement systems, manage growth, and resolve capital needs. Since we work with dozens of companies, our virtual CFOs have significant experience assisting those in a variety of industries and situations. This allows us to deliver best practices based on real-world experience.

Virtual CFO Services – Boston (MA)

Below is a summary list of the virtual CFO services provided to companies and organizations, including:

  • Accounting Software Selection/Implementation
  • Accounting Staff Mentoring/Training
  • Budgeting & Forecasting
  • Bank Finance Meeting Preparation
  • Capital Asset Acquisition Evaluations
  • Cash Flow Forecasting/Optimization
  • Contract Review
  • Financial Improvement Plans
  • Key Metric Benchmarking/Trend Analysis
  • Lease v Buy Decisions
  • Treasury Management

Contact our Boston Outsourced CFOs

WhippleWood CPAs offer Virtual CFO services to companies in Boston and across Massachusetts remotely from our Denver offices. For additional information on how we can assist you, complete the form to the right and a team member will follow up promptly.

About Boston (MA)
Boston, Massachusetts, is home to a thriving and dynamic business community that serves as a cornerstone of the city’s economic prowess. Nestled in the heart of New England, Boston’s rich history, world-class universities, and innovative spirit have fostered a diverse and vibrant economic landscape.

One of Boston’s defining characteristics is its role as a global hub for education and research. The city is home to prestigious institutions like Harvard University and the Massachusetts Institute of Technology (MIT). This concentration of intellectual capital has attracted a highly educated and skilled workforce, making Boston a magnet for technology, innovation, and entrepreneurship.

The technology sector in Boston is robust and continually expanding. The city’s “Innovation District” and numerous technology incubators and accelerators have created a fertile ground for startups and tech companies. Boston’s thriving biotechnology and healthcare industries are also noteworthy, with numerous pharmaceutical companies, research organizations, and medical institutions pushing the boundaries of science and medicine.