Fractional CFO Services
Partner with Velu and grow your organization confidently.
What is a Fractional CFO?
A fractional CFO (or part time CFO) is a cost-effective solution for nonprofits and small businesses that need access to professional finance and accounting services, but may not have the resources to hire a full-time CFO.
A Fractional CFO can:
- Generate Financial Reports
- Create Detailed Budgets and Forecasts
- Analyze a Cost per Participant for Nonprofits
- Work with a C-Suite to Review Expenditures
- Plan for Tax Season
- Provide Accurate ROI’s for Expenditures
- Minimize Financial Risk and Liability
Unlock your Business Data with Financial Tech
We’re firm believers that better data = better decisions.
We help you integrate innovate strategies and technology to help you achieve your growth goals.
Data Presented in a Smarter Way
Turn raw data into actionable insights.
- Custom dashboards for high-level business metrics
- Personalized KPIs to prioritize what matters
- Interactive visuals, including charts and graphs
- User-friendly interfaces for easy data exploration
Accurate Insights & Projections
Enhance your decision-making process, mitigate risk factors, and drive growth.
- Accurate Reports with financial analysis and modeling from our experts
- Realistic budgets that reflect your goals and financial constraints
- Financial Forecasts with trend analysis and risk identification
- Reduce costs, increase efficiency, and seize new opportunities
Focused Meetings
We’re a trusted team member that stays on top of things so you can focus on leading your organization.
- Regular monitoring of your financials to keep you on track
- Proactive communication and reporting to keep you informed
- Ongoing support and advice from our experienced fractional CFOs
- Peace of mind knowing that your finances are in good hands
Unlock your Business Data with Financial Tech
We’re firm believers that better data = better decisions.
We help you integrate innovate strategies and technology to help you achieve your growth goals.
Data Presented in a Smarter Way
Turn raw data into actionable insights.
- Custom dashboards for high-level business metrics
- Personalized KPIs to prioritize what matters
- Interactive visuals, including charts and graphs
- User-friendly interfaces for easy data exploration
Accurate Insights & Projections
Enhance your decision-making process, mitigate risk factors, and drive growth.
- Accurate Reports with financial analysis and modeling from our experts
- Realistic budgets that reflect your goals and financial constraints
- Financial Forecasts with trend analysis and risk identification
- Reduce costs, increase efficiency, and seize new opportunities
Focused Meetings
We’re a trusted team member that stays on top of things so you can focus on leading your organization.
- Regular monitoring of your financials to keep you on track
- Proactive communication and reporting to keep you informed
- Ongoing support and advice from our experienced fractional CFOs
- Peace of mind knowing that your finances are in good hands
What Services does a Velu Fractional CFO Provide?
12 Month Forecasting
Month-End Close
Financial Statements
Grant Budgeting
Resource Planning
Payroll Management
KPI Tracking
Day-to-Day Support
A Velu Success Story
“Tyler has been a fantastic financial leader for us during a tremendous growth stage for our non-profit. His help is invaluable in painting a clear picture of our finances & budgets so that we can continue to move the organization forward. It would have been difficult, if not impossible, to have tripled our budget in the past couple of years without Tyler’s guidance and expertise.”
Albert Varas, CEO 
Latino Center of the Midlands – Omaha, NE
All Plans Include
Remote Support
Emergencies happen! That’s why we provide daily support to ensure your financial needs are met at any time.
Fixed Pricing
Our fixed pricing allows you to budget your expenses effectively and know how much you’ll spend each month.
Secure File Sharing
Velu uses Karbon to protect your financial information and ensure its only accessible to authorized parties.
Cloud Based Software
Quickbooks, Divi, and Karbon are just a few software that we use to keep us and our clients on the same page.
Team Training
We instill the skills your staff needs to efficiently and effectively use our cloud-based software and services.
Certified Professionals
Our team of certified CPAs and are consistently staying up to date with certifications and industry knowledge.
Guided Implementation
We work hard to ensure a smooth transition to our accounting systems in order to maximize their benefits.
Automatic Billing
We offer automatic, monthly billing to provide a convenient, hassle-free way for you to manage your expenses.
Satisfaction Guarantee
Velu’s monthly services come with a 90-day money-back guarantee, no questions asked, for a risk-free trial.
Frequently Asked Questions
Do you provide services remotely or in-person?
We specialize in providing remote accounting services to our clients. Our team is equipped with the latest technology to ensure that we can provide the same level of service remotely as we would in person. Our headquarters is located in Omaha, Nebraska and we’re happy to schedule in-person meetings for clients located nearby.
Will I work with one Velu staff member or multiple?
You will be working closely with one dedicated and experienced Velu CPA. They will get to know your business inside and out and provide personalized, tailored service throughout the engagement. Think of them as a valuable addition to your team, ready to work with you and understand your unique financial needs.
What is the cost of outsourcing accounting services? Do you provide customized plans?
Yes, we understand that every customer’s situation is unique. We take the time to understand your business and financial needs in order to provide tailored solutions. If necessary, we can work with you to customize a plan that suits your specific needs and objectives.
How long does it take to get started?
Getting started with us is a quick and easy process, typically taking 2-4 weeks. Our onboarding process includes 4 steps: Kickoff Call, Software Setup & Training, Process & Workflow Optimization and System Stabilization. Our Process has been fine-tuned to meet the unique needs of each client.
How will we share documents and access to other important information?
We utilize Karbon, a project management software, as the hub for all important documents and information. It’s a secure, organized, and easy way for us to collaborate and eliminates the headache of balancing many software and drives.
What is remote bookkeeping?
Remote bookkeeping is a modern approach to financial management that leverages cloud-based accounting software, such as QuickBooks and Karbon, to provide businesses with efficient and secure financial record-keeping. With remote bookkeeping, bookkeepers can access and update financial data from any location, giving businesses real-time visibility into their financial information. This improved accessibility enables more informed decision-making and streamlines financial processes, saving businesses valuable time and resources.
Ready to take the first step?
Explore how Velu’s accounting and bookkeeping services can support your organization’s growth.
Learn More about Fractional CFO Services
Explore our comprehensive resources on Fractional CFOs for nonprofits and small businesses.
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