325 South Montezuma St. Prescott, AZ
Virtual CFO Services for Small Businesses, Anywhere in the U.S.
You don't need a CFO down the hall to get CFO-level insight. David A. Snyder, CPA, works with business owners across the country entirely online, using the tools you already have.
How It Works
1. Introductory call. A no-obligation video call to understand your business, your goals and your current reporting.
2. Onboarding. Secure, read-only access to your accounting system and a review of your books, cash position and recent financial statements.
3. Ongoing support. A monthly financial package, cash-flow forecast and KPI dashboard, reviewed together on a scheduled video meeting.
4. On-call guidance. Email and phone access when a decision can't wait for the next meeting.
What You Get
• Cash-flow forecasting and planning
• Budgets and monthly variance reviews
• Margin and pricing analysis
• Lender- and investor-ready reporting
• Coordinated tax planning with your CFO strategy
Secure by Design
Documents are exchanged through secure file sharing, and access to your systems is read-only wherever possible.
Licensing
Fractional CFO, advisory and federal tax services are available nationwide. Audit, review and compilation services are provided to Arizona businesses only.