Fractional CFO Services for Family-Owned SMBs

Take the guesswork out of your finances - and grow your business with confidence and purpose

Our Services

  • Fractional Controllership

    - Finance Team Management

    - Quality Financial Data

    - Timely Financial Reporting

    - Financial Process Improvement

  • CFO Advisory

    - Strategic financial planning

    - Cash flow forecasting and management

    - Profitability analysis and growth strategies

    - Financial leadership and decision support

  • Other Financial Support

    - Bookkeeping and payroll oversight

    - Financing due diligence support

    - Budgeting and forecasting projects

    - ERP System implementation guidance

Book a Call

Why Choose Elevate Virtual CFO?

  • We meet with you quarterly to set and review both your business and personal goals. We believe business success aligns with personal achievement.

  • Good decisions require accurate financial data. We work with your bookkeeper to ensure accuracy and help you focus on key metrics to grow your business.

  • Monthly meetings cover everything from financial reviews to cash flow forecasting and budgeting, keeping your business's finances focused on sustainability and growth.

  • We’re available beyond just monthly meetings. Reach out anytime you need support or have questions. We’re here when you need us, not just once a month.

  • As we work together our goal is to teach you the financial fundamentals so you can take control of your business’s finances and make informed decisions.

About Elevate Virtual CFO

At Elevate Virtual CFO, we help family-owned businesses build stronger financial foundations — so they can grow with confidence and leave a lasting legacy.

We understand the challenges owner-led businesses face: managing cash flow, making strategic decisions under pressure, and balancing growth with family dynamics.
You don’t need more spreadsheets. You need a trusted partner who brings clarity, strategy, and real-world financial leadership.

Our services are designed to:

  • Strengthen your financial operations

  • Improve profitability and cash flow

  • Support smarter, faster decision-making

With 15+ years of experience working alongside ambitious business owners, we bring the financial expertise and practical guidance you need to scale — without the overwhelm.

Your business deserves more than bookkeeping. It deserves financial leadership built for the long game.

See what our clients have to say.

  • Recent Client in the Sustainable Manufacturing industry

    “Working with Chuoru is a pleasure. She is personable, professional and incredibly committed to her work.

    Always very productive and is able to keep her attention on the things that matter most and on where we are trying to go.

    She takes initiative to set-up the business for success and always delivers on what she commits to.

    Having her on our team has given me a lot of confidence in our ability to scale the business due to the peace of mind of having our finances in the right hands.

    Our company has benefited immensely from her expertise.

    She’s the kind of person every business needs on their team if they aspire for greatness.”

  • Upwork Client

    "It was a pleasure working with Chuoru Li. Very competent and asked questions for clarification and provided the deliverable as per the project requirements."

  • Startup Client

    "I find the work we are doing together valuable, especially cleaning up the way we look at numbers and moving towards a more strategic lens"

  • Upwork Client

    "Amazing freelancer that helped to resolve incomplete and unbalanced books for my corporation. Chuoru understood the task and quickly identified and reconciled the books. I would recommend her for anyone requiring accounting help."