Virtual CFO

Free virtual decision check

Looking for a virtual CFO? Name one decision.

Four taps. A bright chart is not a choice.

The hour ends when one choice has a name.

Question 1 of 4

What should the hour carry?

Question 2 of 4

Does the bank agree with the chart?

Question 3 of 4

Which choice is still blank?

Question 4 of 4

When should that choice land?

Your free decision check can start. Where should we reach you?

    Next you pick a time for a free video call with the Steven Palmieri practice. Nothing to sign, nothing to pay.

    How the free decision check works

    1. Name the blank choiceAbout a minute. It shows whether the chart and the bank already agree.
    2. Share the screenOne person, Steven Palmieri, on the hour. Bring the bank tab if it is open.
    3. Leave with one sentenceThe choice, the cash effect, and whether the return would argue with it.

    A login cannot sign a report

    The call will close a month, name one move, and keep payday on the provider you already use. It will not become an audit, a review, or a compilation.

    If a lender's paper uses those words, the hour stops. Prepared statements can still leave as your own representations. They do not leave with report language.

    Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.

    Start the free check

    Questions people ask first

    Is the decision check really free?

    Yes. The hour costs nothing and nothing is signed. If monthly work makes sense after that, you see the price before the first close.

    Can a virtual hour replace a person in the building?

    The room changes. The close does not. The month still has to match the bank, whichever room the laptop is in.

    Who is on the screen?

    Steven Palmieri, a Tax CFO and the Entrepreneur's CFO, on every call. Not a rotating cast. The practice is not a CPA firm and does not sign audit or assurance reports.

    Do you run payroll?

    No. We set up the provider you already want, the pay items, and the deposit calendar. That provider runs payday.

    Start my free decision check