Virtual CFO Services

MSM Advisors can work virtually as your business’s Chief Financial Officer (CFO) helping to manage your organization’s finances.

What virtual CFO services does MSM offer?

As your virtual CFO, MSM CPA can offer you as much or as little as your company asks, depending on your level of need.

Calculator and a report on business expenses

Accounting Support

We provide financial and accounting services tailored to the needs of small or medium-sized businesses.

Mike Moffitt, CPS meeting with a client providing business advisory services

Advisory Services

We provide strategic advice and guidance to businesses to improve their overall performance, efficiency, and profitability.

Small business tax forms

Business Tax Service

We ensure that a company fulfills its tax obligations while strategically managing its tax position to maximize financial efficiency.

Do I need a Virtual CFO?

Whether you’re a startup, small business, or medium-sized business, chances are you haven’t prioritized having an in-house CFO. It’s another salary, it requires more office space, and it’s something that you and your employees can piecemeal together yourselves. Right?

If you’re managing your internal finances on top of all your other responsibilities, it’s very likely that–at least down the line–the time you put into correcting mistakes in your finances will end up costing more than having a qualified professional to take care of them for you. That’s especially true when you hire a virtual CFO: a remote CFO can provide expert support and advisement as needed, and as a result, is considerably less expensive than an in-house CFO.


In a day when you can run your business from a smartphone – you are no longer bound by geographics to find someone to serve your business. MSM Advisors offer a comprehensive, holistic approach to managing the financial needs of small to mid-sized businesses.

Here are just some of the services MSM can provide for your company:

  • Improve transparency and accountability for organizations with members or donor bases
  • Succession planning
  • Attend key meetings with stakeholders, bankers, and funders
  • Employee benefit plan consulting
  • Provide custom real-time, non-financial data reporting
    • Employee turnover rates
    • New customer retention

The team at MSM Advisors is built around experience.

Every one of us has worked in both the public and private sectors, and we’ve worked with clients ranging from large corporations to small startups. Not only that, we’ve worked in all kinds of industries, so whether you’re a medical professional, software startup, attorney, or dentist, we have the tools and expertise to manage your internal finances.

Get the help you need, but only when you need it. You can cut down on the costs of your accounting and tax planning by up to 45-50% by outsourcing your CFO. This option is perfect for both small and mid-sized and can be perfect for as-needed solutions like succession planning and plans for selling your business.

The transition between one CFO to the next can be jarring, especially if you don’t have anyone to fill the role in the interim. We can provide you with a low-cost fill-in until you’ve had the time to choose a suitable candidate for the position. And once you’re ready to bring in the new hire, we’ll hand back an efficient working model so the transition is as seamless as possible.

In particularly uncertain times, you may want a full-time CFO to help you and your financial department stay on track. That said, hiring someone permanently means greater long-term costs, so hiring a temporary full-time CFO can give you all the support and advice you’ll need, but without the long-term commitment.


Want to learn more about how we can help?

Let us take the burden of managing your business finances so you can get back to the things that matter.

1. Fill Out Form Below

Fill out the form below and we will be back in touch to schedule your complimentary consultation.

2. We'll Meet Virtually

We will meet by phone or video call so we can learn more about your business and you can see if we are a good match.

3. Get a Quote

MSM Advisors will provide you with recommendations and pricing for our Services.
Already a client? Click HERE to get in touch.