Gain Executive Financial Leadership—On Demand
Not every business can hire a full-time CFO, but every business needs CFO-level guidance to grow responsibly. At Harper Advisors, our Virtual CFO Services provide scalable financial leadership tailored to your stage of growth. From strategic planning and cash flow management to investor reporting and compliance oversight, we serve as your on-demand finance partner—delivering clarity, confidence, and results without the overhead of a full-time executive.
Why Choose Us for Virtual CFO Services?
Executive-Level Strategy Without the Salary
Access experienced CFO insights at a fraction of the cost of hiring in-house.
Scalable Support for Every Growth Stage
Whether you’re a startup, scale-up, or established company, our services evolve with your business.
Hands-On Financial Oversight
From budgets to internal controls, we ensure accuracy, discipline, and compliance in your financial operations.
Board & Investor-Ready Reporting
We deliver professional reporting and insights that inspire confidence across the C-suite and stakeholder groups.
Future-Ready Decision Support
Our team helps you plan for funding, expansion, or exit with data-driven strategies and actionable insights.
Our Virtual CFO Services Include
Financial Strategy & Cash Flow Planning
Guidance on budgeting, working capital, burn rate, and liquidity management for sustainable growth.
Forecasting & Scenario Modeling
Dynamic models that test different growth, pricing, and investment outcomes for better decision-making.
Financial Oversight & Compliance
Management of financial close processes, reporting accuracy, and GAAP compliance for audit readiness.
Investor, Fundraising & M&A Support
Assistance with capital raises, due diligence, investor communications, and valuation advisory.
KPI Monitoring & Executive Reporting
Tracking financial performance with clear dashboards and presentations tailored to leadership needs.
Our Process Makes Financial Leadership Seamless
We follow a structured process to ensure efficient and accurate tax planning and preparation for our clients.
Our streamlined approach ensures transparency, Harper Advisors, and compliance.
Step 1: Discovery & Assessment
- We review your business model, goals, and current financial systems to identify gaps and priorities.
Step 2: Role Definition & Engagement Plan
- We outline a customized CFO role, cadence, and deliverables aligned with your size and objectives.
Step 3: Implementation & Integration
- We begin executing strategy, oversight, and reporting using best practices and tailored frameworks.
Step 4: Review & Optimization
- With regular check-ins, KPIs, and performance reviews, we refine financial strategies to match evolving needs.
What Our Clients Say
Get the Financial Leadership Your Business Deserves
A Virtual CFO offers expertise, scalability, and strategic vision—without the commitment of a full-time hire. With Harper Advisors, you gain trusted financial leadership designed to help your business grow stronger, smarter, and faster.
Focus on Growth.
Leave the Accounting to Us.
Whether you’re a new entrepreneur or an established company, reliable accounting is key to long-term success. At Harper Advisors, our full-spectrum accounting services save you time, reduce stress, and give you the financial visibility you need to grow with confidence.
