Start Smart. Scale Confidently.
Virtual CFO Service - Smarter Financial Strategy
For Startups, Small, and Growing Businesses
At RJCPA, we offer expert Virtual CFO services designed to provide strategic financial leadership tailored to startups, small, and growing businesses at every stage. We help you manage cash flow, optimize operations, prepare investor-ready financials, and scale your business efficiently, all without the overhead of hiring a full-time CFO.
Financial Clarity. Strategic Growth. Zero Guesswork.
Running a business without a clear financial strategy is like driving blindfolded. With Virtual CFO, you gain executive-level financial expertise at a fraction of the cost.
Simple. Strategic. Scalable.
Cash Flow You Can Count On
Build real control over your inflows and outflows with structured forecasts, cost discipline, and ongoing optimization.
Investor-Ready Financials
We equip you with clear & compliant financials tailored for due diligence and long-term credibility.
Fundraising Strategy Support
We enable smarter fundraising, our clients have raised $4.5M+ with our financial and strategic support.
Board & Stakeholder Reporting
Get monthly and quarterly reporting packages built for clarity, credibility, and strategic alignment.
Scalable Financial Systems
We help optimize accounting, reporting, and compliance systems that evolve with your startup’s growth.
True Strategic Partnership
We think like co-founders giving you proactive insights and financial leadership you can rely on.
Your Growth Deserves Nothing Less Than the Best
Data-Driven Insights That Drive Growth
Real-time dashboards reveal trends, risks, and growth opportunities.
Cost-Effective CFO
Expertise
Get CFO-level guidance without the full-time salary burden.
Strategic Planning &
Forecasting
Align financial strategy with your long-term business vision.
Seamless Tech
Integration
Automate finances using cloud tools and AI systems.
Proactive, Not Reactive
We solve issues before they impact your business.
Secure & Confidential
Your financial data stays
protected with bank-grade security.
Beyond a Virtual CFO
Entity Formation
Expert assistance to establish your business entity efficiently and compliantly.
Audit Services
Thorough audit preparation and support to ensure compliance and financial
accuracy.
Business and Individual Tax
Strategic tax planning and filing services to optimize your tax position.
Accounting and Bookkeeping
Reliable, precise bookkeeping and accounting to keep your finances organized and ready for growth.
What Founders Are Saying
After just one meeting with Rakesh Jain, I had clarity on how to manage our runway, plan the next raise, and fix reporting gaps. His advice is the kind you usually only get from a really expensive in-house CFO.
Co-founder, healthtech startup (Austin, TX)
Our revenue was growing but we were stuck on how to scale. RJCPA’s strategic input helped us map out expansion across two more states and align operations with actual cash flow realities. It was a turning point.
CEO, B2B logistics platform
(Chicago, IL)
As a bootstrapped consulting firm, we’d never thought about forecasting beyond the next quarter. RJCPA gave us the tools to plan for scale. Within three months, we had a CFO-level dashboards.
Founder, DEI consultancy
(Boston, MA)
Take Control of Your Finances
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Let’s Build Your Financial Strategy for Smarter & Scalable Growth
Your finances deserve more than guesswork. They need strategy, structure, and insight.