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Virtual CFO – Charlotte (NC)

Outsourced CFO – Charlotte (NC)

Many organizations in Charlotte and across North Carolina 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 – North Carolina

WhippleWood CPAs offer Virtual CFO services to companies in Charlotte and across North Carolina. 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 – Charlotte (NC)

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 Charlotte Outsourced CFOs

WhippleWood CPAs offer Virtual CFO services to companies in Charlotte and across North Carolina 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 Charlotte (NC)

The business community in Charlotte, North Carolina, is a dynamic and thriving ecosystem that serves as a key driver of the region’s economy. Known for its diverse industries, impressive corporate headquarters, and burgeoning entrepreneurial scene, Charlotte stands as a prominent business hub in the southeastern United States.

At the heart of Charlotte’s business landscape is its role as a major player in the banking and finance sector. Often referred to as the “Wall Street of the South,” the city is home to significant financial institutions, including Bank of America and Wells Fargo. These institutions not only contribute substantially to the local economy but also provide a robust foundation for the city’s business community.

Beyond finance, Charlotte’s business scene boasts a wide array of industries. Healthcare, technology, energy, manufacturing, and professional services all have a significant presence, diversifying the city’s economic base and contributing to its resilience