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Virtual CFO – Santa Fe (NM)

Outsourced CFO – Santa Fe (NM)

Many organizations in Santa Fe and across New Mexico 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 its 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) that 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 – NeW MExico

WhippleWood CPAs offers Virtual CFO services to companies in  Santa Fe and across New Mexico. 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 – Santa Fe (NM)

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 Santa Fe Outsourced CFOs

WhippleWood CPAs offers Virtual CFO services to companies in Santa Fe and across New Mexico remotely from our Colorado office location. For additional information on how we can assist you, complete the form below and a team member will follow up promptly.

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About Santa Fe (NM)

The Santa Fe business community is deeply intertwined with the city’s rich cultural heritage and unique charm. Nestled in the high desert of New Mexico, Santa Fe’s economy is characterized by a blend of art, tourism, and a commitment to preserving its distinctive Southwestern identity.

Art and culture play a central role in Santa Fe’s business landscape. The city is renowned for its vibrant arts scene, with numerous galleries, studios, and artisan shops. The sale of paintings, sculptures, and traditional crafts not only supports local artists but also fuels a thriving art market that draws collectors and enthusiasts from around the world.

Tourism is a major driver of Santa Fe’s economy. The city’s adobe architecture, historic sites, and natural beauty attract visitors seeking a unique cultural experience. This has led to a bustling hospitality and dining sector, with restaurants, hotels, and boutique inns catering to tourists eager to explore Santa Fe’s rich heritage.

National Reach