Close this search box.
Home / Articles / Learn About Our Virtual CFO Services

Learn About Our Virtual CFO Services

September 5, 2023


As your business grows, so does the complexity of your accounting and financial needs. Hiring in-house talent, especially employees that can stretch beyond the transactional work to manage accounting systems, cash flow and profitability, is expensive. That’s where CSH’s Managed Financial Solutions comes in. Outsourcing your accounting needs to us means your financial operations are running efficiently, your costs are down, your risks are managed, and you have time and energy to focus on your business.

Financial Leadership

As part of our Managed Financial Solutions portfolio, we provide Virtual CFO services to organizations that need a capable financial executive to propel their business forward. Our CSH Virtual CFO experts are focused on managing our clients’ financial risk and improving their bottom lines.

Our approach to supporting our clients is to draw on years of experience using our vast network of top-tier professionals. Our experts have been in the CFO position before and know that success comes from working with a strong team and strong leadership.

In addition to hiring a company with significant resources, CSH brings a deep understanding of both the nonprofit and municipal services sectors. We recognize the unique business challenges involved in these industries and bring

an experienced and innovative perspective that allows us to guide management teams, boards of directors and elected officials through complex financial and regulatory issues.

What we bring to the table

  • Operational and financial management
  • Strategic planning
  • Actionable fiscal insights and the ability to tell the fiscal story
  • Full range of audit and accounting support
  • Project management for significant internal initiatives Budget and forecast preparation
  • Grant management and administration
  • Accounting clean-up for lingering projects
  • Customized financial and compliance services
  • Expertise to train and develop your internal talent

Working with your municipal or nonprofit team

We are committed to aligning with your team and respect the nuances that come with engaging outsourced expertise. We accomplish this partnership by becoming a part of your organization on a fractional basis to bolster and strengthen your internal team(s). Our goal is minimal disruption to your organization, we will work closely with your team to maximize talent. By adding years of relevant knowledge and an unbiased perspective to every task within our scope of work, we can accelerate your financial goals.

  • Managing day to day operations.
  • Providing financial reports and other deliverables to elected officials.
  • Making operational recommendations.
  • Keeping local governments in compliance with local, state and federal laws.
  • Serving as interim finance director.
  • Participating in strategic planning and analyzing projects for financial feasibility.
  • Helping elected officials understand TIFs, RIDs, JEDDs and other special districts.

CSH’s Virtual CFO Services will help lead your organization by overseeing financial activities and looking toward a sound fiscal future. Our mission is to help you establish and execute your business strategy for growth and profitability.

Contact Michelle Greis, Virtual CFO, at for more information.

All content provided in this article is for informational purposes only. Matters discussed in this article are subject to change. For up-to-date information on this subject please contact a Clark Schaefer Hackett professional. Clark Schaefer Hackett will not be held responsible for any claim, loss, damage or inconvenience caused as a result of any information within these pages or any information accessed through this site.


Related Articles


2 Min Read

Tax Deductions for Home Office Professionals


2 Min Read

The other side in an M&A deal can lead to tax benefits for both


2 Min Read

Tax Agenda Highlights From President Biden’s Proposed Budget


2 Min Read

New FASB Standard Makes It Easier for Companies To Hold Crypto


2 Min Read

Installment Sale 101: Is It Right for You?


2 Min Read

Four Tips to Help You Maximize QBI Deductions

Get in Touch.

What service are you looking for? We'll match you with an experienced advisor, who will help you find an effective and sustainable solution.

  • Hidden
  • This field is for validation purposes and should be left unchanged.