Virtual CFO & Controller Services
Strategic Financial Leadership, On Demand
Month-end reports and spreadsheets can only go so far. When growth accelerates, you need a strategic financial partner who understands your industry, business operations, and how to interpret data. Our virtual chief financial officer and controller services provide the insights you’d get from an in-house executive finance team without the full-time overhead.
Virtual CFO Versus Outsourced Controller Services
A virtual CFO is an executive-level advisor who helps you make more informed financial decisions. Think of them as a strategic partner who helps you analyze economic trends, raise capital, manage risk, and assist with high-level planning. Virtual CFO services are forward-looking and highly strategic, focusing on big-picture financial planning.
If you’re making big business decisions, scaling, wanting more visibility into your financial health, or even preparing for a business exit, you’d likely benefit from a virtual CFO.
A virtual controller, on the other hand, is responsible for ensuring your financial records are organized and accurate. Rather than being laser-focused on the future, they help build the foundation on which that future is built. Virtual controller services may include overseeing accounting operations, managing reporting, and monitoring internal controls.
If your financial records are out of date or you need help with internal workflows, reporting, or reconciliations, a virtual controller may be right for you.
Our Strategic Financial Services
Cash Flow Management Strategies
We create detailed cash flow models and implement advanced tools to accurately forecast your liquidity and monitor your cash flow. This makes it easy to plan ahead, reduce debt reliance, and make confident reinvestment decisions.
Quarterly Board & Investor Reporting
Get polished, investor-ready reporting packages that align with your company’s financial performance and key milestones. Our reporting assistance is the perfect prep for a board meeting, lender updates, or a fundraising conversation.
Budgeting & Forecasting
Our experts will work closely with your leadership team to develop annual budgets and dynamic forecasts that accurately reflect market conditions and your strategic objectives. The insights learned here will help you allocate resources more effectively and efficiently.
Monthly Financial Planning & Analysis (FP&A)
Basic reports no longer serving you? Our experts will compare your company’s performance against your key performance indicators (KPIs), analyze trends, and distill the information learned into actionable insights that help you scale with intention. We can also deliver variance analysis and scenario modeling to cover all your bases.
Business Plan Development
Launching a new venture? Or gearing up for a major shift? Get a strategic, data-backed business plan complete with execution timelines and crystal-clear financial projections.
Financial Reporting & Dashboards
We have decades of experience compiling profit and loss statements, balance sheets, and cash flow data into clear reports and user-friendly dashboards. Now, you can deliver the immediate clarity your leadership team needs to make informed decisions.
Workflow & System Evaluations
Twice a year, our professionals will assess your accounting systems and processes to identify strengths and areas that could be improved, whether through smarter integrations or time-saving automation.
Custom Financial Projects
Have a special project that demands financial oversight from a seasoned financial professional and execution from a hands-on team? From audit preparation* and custom reporting needs to helping with transitions from one system to another, we’ll get the job done.
Signs You’ve Outgrown Traditional Bookkeeping
Not sure if the time is right to move from traditional bookkeeping to virtual controller or CFO assistance? Here are a few signs that could indicate the time is right:
- Financial conversations are becoming increasingly more complex or confusing
- You need help turning reports into actionable strategies
- You’re thinking about expansion, mergers and acquisitions, or funding
- You’re spending quite a bit of time managing multiple entities or stakeholders
Capstone meets you where you are–with the right level of support for your structure, size, and goals.
Why Us?
- Scalable expertise: Begin with controller services and add CFO insight as your needs evolve and grow.
- Strategic value, fractional cost: We deliver executive-level insight on a flexible part-time, interim, and timeshare basis, which means you get high-impact guidance without high-impact costs.
- Seamless integration: Our experts collaborate with your internal teams, tax advisors, and systems for one unified financial picture.
Business Accounting Services
Simplify Your Finances
Free up your time while reducing overhead with services tailored to your business.
Process Overview: What to Expect
Inquire
Get in touch with us, indicating your interest in our higher-level financial support.
Consultation
During a discovery call, we’ll ask about your reporting challenges, future goals, and the current systems you use.
Scope of Work
If our CFO or controller services are a good fit for your needs, we’ll outline a comprehensive scope of work and service cadence for your review.
Onboarding
You’ll meet your Capstone point of contact and start our painless onboarding process.
Ongoing Support
You’ll have strategic planning sessions, regular check-ins, and either monthly or quarterly reporting tailored to your needs.
Frequently Asked Questions
What’s the difference between a virtual controller and a CFO?
Do these services scale as my business does?
Why go virtual instead of in-house?
The Impact of Having the Right Team
We could tell you how trusted, responsive, and strategic we are, but we’d rather let our clients speak for themselves.
Additional Services to Explore
Taxes
Whether you need proactive planning, precise preparation, or both, our tax services help you minimize liabilities and maximize savings.
Valuations
The hard data you need to make smart moves, whether selling, planning a succession, or simply gaining a better understanding.
Audit & Assurance*
Get independent, objective evaluations that support regulatory compliance while strengthening stakeholder confidence.
Consulting
Strategic, real-world insights crafted with deep financial knowledge that helps you move forward with confidence.
Connect With Your Local Capstone Office
Our small business tax and accounting firm combines deep market expertise with a hometown feel, wherever you are. Visit us at one of our twelve conveniently located Capstone locations or ask about the virtual services we offer.
Oregon
Washington
Idaho
Colorado
Helpful Resources
Careers at Capstone
Looking for meaningful work opportunities in collaborative environments? Join a firm where people come first and where potential is valued. Browse our available positions today.
Partner With Us
We’re actively growing and always looking for like-minded firms to welcome into the Capstone Accounting & Tax family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
A Secure Process Built Around You
Working with our credentialed experts begins with a simple inquiry. After completing a short online form, we typically send a secure request to upload your prior two years of tax returns and relevant documentation. This information gives our professionals the context needed for productive planning sessions or accurate return preparation. From there, we provide a detailed scope of work and clearly outline next steps.
From your first upload to your final deliverable, we make every step of the process efficient, structured, and tailored to your needs.
The Capstone Ledger
We write the way we work: helpful, clear and grounded in real-life expertise. Check out our blog for financial insights, business advice, and tax tips that are jargon-free.
Day-to-day support.
Big-picture thinking.
Whether running a business, looking for integrated tax and wealth planning, or considering what’s next, Capstone Accounting & Tax is here to help you move forward with confidence. Let’s start a conversation that leads to real results.
