Virtual Controller & CFO Services

Lead with clarity. Grow with confidence. Make decisions based on insight, not just instinct.

Lead with clarity. Grow with confidence. Make decisions based on insight, not just instinct.

 Financial reports
you can trust
Strategic insights
tailored to your goals
Forecasts and dashboards
that drive better decisions

Are You Making Big Decisions Without Clear Financial Insight?

It’s hard to lead confidently when you’re relying on instinct instead of information. Traditional accounting often stops at the basics, leaving you without clear reports, forward-looking forecasts, or guidance on what to do next.

Whether you’re scaling a business or advancing a mission, real progress starts with financial clarity.

It’s Time to Lead with More Visibility and Clarity

At Forge, we help leaders connect financial data with strategic decisions. Our Virtual CFO and Controller services turn your numbers into a leadership tool — so you can move forward with clarity, not guesswork.

We work with both growing businesses and nonprofits, tailoring our services to meet your unique reporting, compliance, and strategic needs.

Here’s What We Provide:

  • Monthly financial review and reconciliation
  • Easy-to-understand reports with clear commentary
  • Interactive dashboards with your key metrics
  • Annual budget planning
  • Quarterly forecasting
  • Financial strategy meetings
  • Tax
  • Bookkeeping
  • Process optimization

Tax and bookkeeping services are available as add-ons for clients using our Virtual Controller, CFO, or Audit services. Process optimization is offered as a separate project for organizations looking to streamline their finance function.

Which Financial Roles Does Your Organization Actually Need?

We use our own proprietary framework — the Simple ScaleUp System™ — to help leaders grow intentionally across finance, leadership, productivity, and human intelligence.

In the context of your finance function, one key part of that framework is the Steps to Scalability, a model that helps clarify the purpose and outcomes of each finance role your organization needs, often delivered through fractional support as you grow.

Each step corresponds to a key finance role and services that support your financial function:

1.Reliability — Bookkeeper

Accurate, consistent data lays the foundation for informed decision-making.

2. Visibility — Controller

Get timely, accurate reports and insights that reveal what’s really happening inside your organization.

3. Predictability — CFO

Forecast trends, plan proactively, and avoid surprises.

4. Flexibility — CFO

Adjust quickly to changing conditions with real-time insight and financial agility.

Whether you’re leading a growing nonprofit or scaling a small business, Forge helps you move confidently through each stage with support that matches your current needs and your long-term goals.

BOOK A DISCOVERY CALL

Virtual Controller & CFO Services — With the Add-On Support You Need

Our service packages are designed to move you from basic reliability to full financial agility, aligning your finance function with your goals at every stage.
Bookkeeping and tax services are available as optional add-ons for those engaged in one of the packages below.

Silver Package

CONTROLLER PACKAGE

Starting at $1,250/mo

For organizations that need more than bookkeeping — including month-end close, accurate financial reporting, and insights you can trust.

What’s included

  • Monthly review and reconciliation
  • Monthly financial reports with insights and analysis
  • Annual financial strategy meeting

What’s included

  • Monthly review and reconciliation
  • Monthly financial reports with insights and analysis
  • Annual financial strategy meeting

Gold Package

CFO ESSENTIALS

Starting at $2,250/mo

Best for leaders ready to align their finances with strategy, track meaningful metrics, and make better-informed decisions.

What’s included

Includes everything in the Controller Package, plus:

  • Collaborative annual budgeting based on strategic assumptions
  • Interactive financial dashboard reporting with custom KPIs
  • Semi-annual financial strategy meetings

Platinum Package

CFO ADVANCED STRATEGY

Starting at $3,250/mo

Built for forward-looking organizations that need real-time adaptability, forecasting, and support with scenario planning.

What’s included

Includes everything in CFO Essentials, plus:

  • Quarterly forecasting tied to actual results and updated assumptions
  • Quarterly financial strategy meetings for course correction and opportunity analysis

Our budgeting and KPI dashboard processes are powered by tools from the Simple ScaleUp System™ — the same framework we teach in our Scaling Leader workshops and use across our client engagements.

Whether you’re leading a growing nonprofit or scaling a small business, Forge helps you move confidently through each stage with support that matches your current needs and your long-term goals.

How It Works

1

Book a
Discovery Call

We’ll review your current systems, pain points, and goals, and recommend the best-fit solution.

2

Get Expert Insight

Partner with a team that translates your numbers into strategy, clarity, and action.

3

Lead with Confidence

Make smart decisions with tools and information designed to support your growth.

1

Book a Discovery Call

We’ll review your current systems, pain points, and goals, and recommend the best-fit solution.

2

Get Expert Insight

Partner with a team that translates your numbers into strategy, clarity, and action.

3

Lead with Confidence

Make smart decisions with tools and information designed to support your growth.

1

Book a
Discovery Call

We’ll review your current systems, pain points, and goals, and recommend the best-fit solution.

2

Get Expert
Insight

Partner with a team that translates your numbers into strategy, clarity, and action.

3

Lead with Confidence

Make smart decisions with tools and information designed to support your growth.

1

Book a
Discovery Call

We’ll review your current systems, pain points, and goals, and recommend the best-fit solution.

2

Get Expert
Insight

Partner with a team that translates your numbers into strategy, clarity, and action.

3

Lead with Confidence

Make smart decisions with tools and information designed to support your growth.

1

Book a
Discovery Call

We’ll review your current systems, pain points, and goals, and recommend the best-fit solution.

2

Get Expert
Insight

Partner with a team that translates your numbers into strategy, clarity, and action.

3

Lead with Confidence

Make smart decisions with tools and information designed to support your growth.

1

Book a
Discovery Call

We’ll review your current systems, pain points, and goals, and recommend the best-fit solution.

2

Get Expert
Insight

Partner with a team that translates your numbers into strategy, clarity, and action.

3

Lead with Confidence

Make smart decisions with tools and information designed to support your growth.

FAQS

Find Answers to Your Questions About Our Virtual CFO and Controller Services

Each role supports your finances in a different way:

  • A Bookkeeper manages the day-to-day transactions.
  • A Controller ensures accuracy and reliability in your financial reporting.
  • A CFO provides strategic insights and forecasting to guide big-picture decisions.

Still not sure which one you need? We break it down in a short video to help you understand the differences and decide what’s best for your organization.

Watch our video to learn more.

That depends on your current setup. Our services can complement your existing bookkeeper, or we can take over those responsibilities with our add-on bookkeeping services. We can help you figure out what services are right for you.

Yes, we offer Tax Services as an add-on for clients engaged in a Virtual Controller & CFO package. That way, your tax strategy is fully integrated with your reporting, budgeting, and financial goals, not treated like a separate task at year-end.

Yes. While process improvement isn’t included in our standard Virtual Controller & CFO packages, we offer a separate Process Optimization engagement designed to help you streamline your accounting systems, strengthen internal controls, and set your team up for long-term success.

A Virtual CFO helps you avoid costly mistakes by ensuring accurate financials, optimizing your cash flow, and helping you plan for growth. We also spot inefficiencies and recommend strategic adjustments that can improve your bottom line.

A Virtual CFO helps you identify high-impact opportunities to grow your revenue by analyzing your financials, improving cash flow management, and helping you optimize your pricing and cost structures. With data-driven insights, we enable you to make more informed decisions that accelerate growth, increase profitability, and maximize your business’s long-term value.

Yes! We work with both businesses and nonprofits. Our team understands the unique financial structures and reporting needs of nonprofit organizations and can help you lead with confidence and compliance.

Ready to Lead with More Clarity?

Don’t settle for numbers that don’t mean anything. Let us help you turn financial data into strategic leadership.

Don’t settle for numbers that don’t mean anything. Let us help you turn financial data into strategic leadership.