CFO-Level Business Intelligence Made Accessible
We believe that every business, small or large, should have access to the CFO-level business intelligence that corporations leverage.
Anywhere you are
Highly Tailored Services, Anywhere.
Personalized guidance is invaluable to strategic financial planning, leveraging applications to deliver comprehensive dashboards.
Services Include
Our team of dedicated Strategic Accounting Advisors work with you on a one-on-one basis to provide timely advice to help your business grow.
Strategic Planning Tools
A Dedicated Accounting Integration Specialist
KPI Tools
Shopping Carts/Ecommerce
Point of Sale
Expense Managment & Receipt Tracking
Time Tracking
Specialized Services
Digital Archiving
CRM
Sales Tax
Payroll Integration
Merchant Integration
Stay Informed With Relevant KPIs
Our most recent company project resulted in the sale of a large VR company. Additionally, we provided due diligence reporting to help a single location restaurant secure financing to open 19 locations.
Get StartedGet The Data You Need When You Need It
We are partnering with the best data mining software and platforms to provide you with the KPIs you need, trend analysis. burn rate reporting, cash-flow and trend analysis, industry comparatives and more.
Get StartedHow can we help you?
Frequently Asked Questions
Everything you need to know before you get started
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When do I need a virtual CFO?
When you have projects that have a restricted time frame or you do not have offices that can accommodate another person, we can provide virtual assistance.
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What is the difference between a virtual CFO, a part time CFO, and a financial management consultant?
A virtual CFO works remotely, a part time CFO usually works in your office on a restricted schedule and a financial management consultant usually is not providing CFO support but is providing business advice and working with the owner to advise on best practices or other business organizational issues.
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I have a CPA and a controller already, why would I need your firm to obtain additional metrics?
We provide a renewed set of eyes and bring more current options that your in-house team may not be aware of. We specialize in staying current of the technology options for wide array of clients.
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We have an inhouse CFO, how can this service compliment the CFO’s function?
We can provide additional support during a busy season or when you have a special event that has timely needs, a good example is when a not-for-profit has a fundraiser and there is extra work to make sure all the reporting is properly handled in a timely manner.
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Can the reports from this service be viewed in an dashboard?
Yes, we can build live and interactive dashboards.
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Can you train our staff to provide better reporting?
Yes, we can provide training to your staff.
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Can you help us measure KPIs and industry comparisons?
Yes, this is one of the most frequently requested projects.
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How can I access my metrics?
We can provide online access via dashboard or reports sent via pdf or excel.
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How much it will cost to hire MBSATA and are there any additional fees?
We provide pricing based on your project needs and also offer subscription billing. On subscription billing, app fees are included as we are able to pass along subscription discounts. All costs are listed in our proposal and scope of work.