We are more than just accountants. We are your financial partners.

Cash flow management is key to your success and we have the experience to keep your finances on track.

Our Services


Reconciles your accounts, categorizes your transactions and produces timely, accurate, tax compliant Financial Statements.

CFO Services

Executes a year-to-year analysis and makes decisions about future planning.

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Proactive CFO

Our goal is to help you grow your business and meet your financial goals.

Our goal at Proactive CFO is to partner with businesses and assist in all cash flow management and profit. Your bookkeeper and accountant prepare historical data and make sure you are in compliance with your various tax obligation, but don’t look forward or advise you on how to make your business better. Most businesses need a financial guidance and advice, but don’t have a budget for a full time CFO which can cost well over $200,000. Having a part-time CFO allows you the benefits that come with a CFOs background and knowledge, but at a fraction of the price. You started your business to make money doing what you love and to live life on your terms, let us help you get back there.

According To A US Bank Study, 82% Of Businesses Fail Due To Cash Flow Mismanagement.

new Businesses Failure statistics via Investopia.com
Fail in the 1st Year
Fail in 5 Years.
Fail in 10 Years.

Next steps



Once you contact us, we will call or email you within one business day and set a time for a free consultation.


Develop Plan

During the consultation, we learn about your business and your individual needs.  From this chat, we will develop a solutions package tailored to your business.



Once a solutions package is selected, we will implement an action plan to start your cash flow management journey. The process can take anywhere from 15-60 days to implement.

Let us handle the finances,
so you can get back to running your business.

Find the right plan for your business.


Virtual Bookkeeping
$ 800
/Monthly Average

Monthly bookkeeping services include the following:

  • Monthly QuickBooks update.
  •  Monthly reconciliations of bank accounts, credit card accounts, and loan accounts.
  • Monthly financial report creation which includes all relevant financial statements.
  • Quarterly 1:1 calls to make sure we’re providing the best service we can.
  • Annual creation of 1099s

Optional add-ons:

  • Back-dated bookkeeping.
  • QuickBooks cleanup projects.


Virtual CFO
$ 5,000
/Monthly Average

Virtual CFO services include the following:

  • Leading Financial Analysis and Strategy, with key Key Performance Indicators.
  • Creating Budgets and Forecasts, Including Departmental Budgeting as needed.
  • Financial Reports (Monthly, Quarterly, YTD, Budget to Actual, KPI reports).
  • Recommending Cash Flow Goals and Providing Analysis.
  • Analyzing and Driving Operational Improvements and Efficiencies.
  • An actionable plan to help you achieve profitability and cash flow goals.
  • Monthly meetings with your CFO to help you stay on track.
Our goal is to help you grow your business and meet your financial goals. We do that by viewing ourselves not as bookkeepers or accountants, but rather your partner, we want to see you succeed and meet your goals.

Lisa Wheatley

President, Proactive CFO

Frequently Asked Questions

The chief financial officer (CFOs) holds the top financial position in an organization. They are responsible for tracking cash flow and financial planning and analyzing the company’s financial strengths and weaknesses and proposing strategic directions.


7+ years accounting experience

3+ years public accounting experience

Masters in Accounting or Tax

Bookkeepers are responsible for entering the data into the books and keeping the records up to date.

Accountants oversee the bookkeeper, make general ledger entries, make sure accounts are reconciled and prepare taxes to name a few.  They are focused on ensuring the historical data is accurate and you are in compliance with tax laws.

The CFO is responsible for the “big picture”.  They analyze the financial statements, forecast profit and cash flow, understand and correct weaknesses and use current strengths to ensure company’s success.

No.  Our Virtual CFO services are month-to-month because we value performance.  Our most important goal is to grow your business. 

Book a free, 45 min discovery call, where we can discuss your goals, where your business currently stands and the level of support you need.  Should we both decide that it would be a good fit working together, we will send a proposal for signature and begin the onboarding process.