Turn financial uncertainty into clarity and strategic action. Virtual CFO, tax, bookkeeping, and payroll support – all in one place.
Running a business means making big decisions, often with incomplete information. Juggling finances, taxes, payroll, and reporting can hold you back from real growth.
With over 15 years of experience in small to large business finance, our Virtual CFO team delivers the insights, systems, and support you need to lead with confidence – while you focus on your vision.
Strategic planning, forecasting, reporting.
Accurate, up-to-date financial records.
Reliable, compliant payroll processing.
Maximize deductions, minimize surprises
Our CFO services for small businesses provide more than reports—they deliver clarity, confidence, and control.
Great work for a fair price.
Rick Linville
"Jake is an awesome accountant. Very professional & easy to work with. He really helped take the stress of business taxes away."
- Kayla Lunder
"Our growth accelerated once we had a CFO on our team!"
- Anonymous
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Gain clarity, control, and confidence in your financial future.
Without the right guidance, missed opportunities and costly mistakes can add up fast.
Let’s Build Your Financial Strategy
Missed opportunities, poor visibility, and financial missteps can slow you down. With dedicated outsourced CFO services, you get the strategy and support to move forward.
Schedule Your Free CFO Strategy Session
Or call us
Let our experienced team serve as your virtual chief financial officer, helping you grow smarter—without the full-time price tag.
Bookkeeping and tax prep record your financial history. A virtual chief financial officer helps you plan the future. We analyze trends, create forecasts, manage cash flow, and guide strategic decisions to move your business forward. Our outsourced CFO services offer year-round support—not just during tax season.
Yes. We frequently collaborate with internal bookkeepers. Our role as a virtual chief financial officer is to provide high-level strategy, performance insights, and financial planning—while your team handles day-to-day tasks. It’s a complementary partnership, not a replacement.
We offer CFO services for small businesses across a range of industries including professional services, construction, healthcare, and technology. Whether you're a solopreneur scaling up or a multi-location firm, our solutions adapt to your complexity, growth stage, and goals.
All of our outsourced CFO services are delivered remotely through secure platforms. You’ll receive scheduled strategy calls, monthly or quarterly reports, and live dashboards with real-time financial data. Everything is designed to be clear, accessible, and actionable—no matter where you're located.
Subscribe for expert tips, practical guidance, and updates on how to strengthen your financial strategy. Learn how our outsourced CFO services can support your growth and what a virtual chief financial officer can do for your long-term success. Sign up today!
Streamlined Services, PC is an accounting firm that empowers small to medium-sized businesses and individuals with tailored tax, bookkeeping, payroll, and CFO services. We serve clients in Billings, Bozeman, Great Falls, Missoula, Kalispell, Miles City, Butte, Helena, and Glendive in Montana, and across the USA.
Streamlined Services, PC provides customized tax, bookkeeping, payroll, and CFO solutions for individuals and small to medium-sized businesses. We proudly serve clients throughout Montana—including Billings, Bozeman, Great Falls, Missoula, Kalispell, Miles City, Butte, Helena, and Glendive—as well as clients nationwide.
