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2+
Clients Served
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1080+
Invoices Processed Per Month
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6+
Completed Projects
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10791+
Reconciliation in a Month
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2+
Team Size
Elevate Your Financial Strategy with Our Virtual CFO Services!
Our professional virtual CFO services are here to transform your financial management into a strategic advantage. Imagine having expert financial guidance, insightful analysis, and proactive planning readily available, empowering you to focus on leading your business. We don’t just report numbers; we provide strategic insights, actionable recommendations, and tailored financial solutions. We handle all aspects of financial management, from budgeting and forecasting to financial modeling, risk management, and strategic planning.
Virtual CFO Services We Offer
- Bookkeeping
- Financial statement preparation
- Auditing
- Accounts receivable management
- Accounts payable management
- Payroll services
- Tax preparation
Accounting and Bookkeeping Challenges Our Virtual CFOs Solve for You
At Whiz Consulting, we understand the crucial role of accurate and insightful accounting and bookkeeping and have developed solutions to overcome these frequent obstacles
Strategic Financial Oversight
Our Virtual CFOs deliver precise, real-time financial management, from overseeing reconciliations to optimizing vendor payment cycles. We ensure your financial operations are aligned with long-term business goals, laying a firm foundation for strategic growth.
Insightful Financial Reporting & Analysis
We provide granular profitability analysis across customers, locations, and projects, revealing where your business earns and where it spends. These insights empower you to steer your enterprise with confidence.
Proactive Tax Planning & Compliance
From sales tax preparation and 1099 filings to federal returns like Form 1120 and 1120-S, we handle your tax obligations with foresight, ensuring compliance, minimising liabilities, and preparing your business for audits and future growth.
Hire Your Dedicated Virtual Accountant
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Bookkeeping Specialist
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Accounts Payable Specialist
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Financial Reporting Analyst
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Tax Professional
Behind on
your books?
Take advantage of Catch-Up Bookkeeping, and you’ll never feel behind on your books again.
- Tailored Onboarding
- Seamless Integration
- Data Migration Support
- Dedicated Account Manager
- No Disruption to Operations
- Scalable Solutions
Switching to Whiz is Simple!
Making the shift to a new accounting partner might seem daunting, but with Whiz, it's a hassle-free experience. We guide you every step of the way, ensuring a smooth transition with no downtime or disruptions. Focus on what you do best while we take over the responsibilities of your books.
Switch Now
Our Technology Partners
Empowering innovation with cutting-edge solutions designed to drive efficiency and transformation.
Why Choose Us?
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Value-Driven Accounting
We leverage cutting-edge technology and best practices to create streamlined workflows that ensure accuracy, efficiency, and timely delivery of your financial reports.
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Accounting Automation
With the power of AI and robust accounting software, our solutions pave the way for accounting automation, thereby increasing accuracy and efficiency in the process.
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Decade of Experience
With over 10 years of industry experience, we have a proven track record of helping businesses from various sectors stay organized and financially sound.
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Dedicated Virtual Accountants
Our team consists of highly skilled, certified professionals who are dedicated to supporting your business. From accountants to financial analysts, we have the expertise to handle your unique challenges.
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Real-Time Support
Gain a clear, up-to-date view of your financial health round-the-clock. Our real-time reporting and dashboards provide actionable insights that help you make informed decisions and drive business growth.
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Cost Savings
Outsourcing your accounting and bookkeeping with us means lower overhead costs of up to 60%. We offer scalable services tailored to your needs, helping you save on hiring, training, and maintaining an in-house team.
Client Testimonials
See how we've helped others achieve their financial goals with personalized solutions and expert guidance.
"Excellent work with invoicing automation and AP & AR processing. Highly recommended!"
Aaron Attwell
Director
"Excellent team to work with. Great work. Will use their service again for sure."
Jon Kontopos
Vice President
"Exceptionally understanding and competent team. A wonderful experience."
Andy Seth
CFO
"Your team has been outstanding, and we're truly grateful for the exceptional service you've provided in managing our accounting and bookkeeping. The positive outcomes and seamless interactions have been invaluable to us."
Kevin G. Gilles
Founder & CEO
"We wanted to thank you for all of the work and efforts you have completed on our behalf in assisting with the management of our accounting and bookkeeping over the last several months. We have had nothing but positive results and interactions with the Whiz team."
Christopher T. Wright
CFO
"Let me open by saying how pleased I am working with you and the team. It has been an excellent journey so far and I very much appreciate the efforts over the last year."
Kendall Schoenrock
President, SilverRock Ventures
" Love working with the team. Very reliable and responsible"
Nikolas Dimitroulakis
Co Founder
How It Works
We simplify the process to help you achieve your financial goals with ease.
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Seamless Transition
We ensure a smooth, hassle-free transition, minimizing disruption to your operations.
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Transparent Communication
We keep you informed at every step with clear, open communication.
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Accurate Finances
Our team provides precise financial tracking to ensure everything stays on budget and within scope.
Have questions in mind? Find answers here...
Opting for virtual CFO services allows you to tap into expert financial leadership at a fraction of the cost of hiring a full-time CFO. With a virtual accountant managing your finances remotely, you save significantly on overheads such as employee benefits, office infrastructure, and training, all while gaining strategic insights to drive growth and profitability.
Yes, we take data security seriously. Our online accountant services are supported by encrypted systems, secure cloud environments, and full compliance with international data protection laws. All financial data is handled with strict confidentiality and according to regulatory standards.
We ensure seamless communication via multiple channels such as email, scheduled video meetings, and instant messaging platforms like Slack, MS Teams, or Google Chat. Our Outsourced virtual CFO services also rely on cloud-based accounting tools, enabling real-time collaboration and document sharing, wherever you are.
Yes. Our virtual CFO services are fully customizable. Whether you need help with accounts payable, payroll processing, cash flow forecasting, or financial reporting, we tailor our online accountant support to your unique business requirements.
Yes, we provide you with a dedicated point of contact. Your assigned virtual accountant ensures continuity, personalized attention, and a clear understanding of your financial goals.
Our onboarding is streamlined and efficient. In most cases, we can get your virtual CFO services up and running within 48 hours following our initial consultation and agreement on deliverables.
Thousands of business owners trust Whiz to manage their account
Let us take care of your books and make this financial year a good one.
Elevate Your Business with Our Expert Virtual CFO Services
With our virtual accountant by your side, you gain access to strategic financial leadership, accurate reporting, and tailored insights that support sustainable growth. As your virtual CFO, we empower you to focus on scaling your business while we manage the financial intricacies with precision and care.
Get a CallOur virtual CFO services eliminate the need for a full-time, in-house CFO, providing high-level financial expertise at a fraction of the cost. You get expert support without the overhead of salaries, benefits, and infrastructure, allowing you to reinvest in your core business functions.
Our virtual accountants are well-versed in U.S. accounting standards, including GAAP, IRS compliance, and multi-state tax regulations. We manage everything from payroll (W-2, 1099 filings) to tax submissions (Form 1120, 1065, and sales tax returns), keeping you fully compliant.
We safeguard your sensitive financial data through advanced encryption, secure cloud platforms, and rigorous compliance protocols. Your trust in our virtual CFO services is protected by industry-best security standards.
Our virtual accountants bring years of hands-on experience in guiding businesses across industries. From startups to established enterprises, we tailor our approach to match your unique financial goals.
We have established systems for onboarding and managing virtual CFO services efficiently. Our streamlined processes ensure a smooth handover, consistent reporting, and reliable communication from day one.
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