Business Details
7 Years
experience
Trusted Outsourced CFO & Accounting Services in Atlanta
My Virtual CFO is a certified accounting firm dedicated to providing personalized financial services to businesses across the Atlanta area. Founded in 2019 by Maria Alvarez, our team combines decades of corporate experience with a commitment to innovation and sustainability. We specialize in outsourced bookkeeping, virtual controller services, and strategic CFO support, helping clients optimize financial decisions and drive growth. Our virtual model allows for flexible, paperless operations while maintaining accuracy and client-centric care. We prioritize supporting underrepresented entrepreneurs, including minorities, women, and LGBTQ+ communities, through tailored financial guidance.With expertise in tax planning, multi-state filings, and financial reporting, we aim to be a trusted partner in our clients' success. Our green initiatives, including tree-planting for every tax return processed, reflect our dedication to environmental responsibility. By blending technical expertise with personalized service, we empower businesses to navigate financial challenges and achieve long-term stability.
Services
Outsourced Bookkeeping
Virtual Controller
Virtual CFO Services
Tax Preparation
Green Initiatives
Details
- Year established: 2019
Highlights and features
- We offer 25+ years of combined accounting experience from certified professionals.
- Our virtual model provides flexible, paperless financial management solutions.
- We specialize in strategic tax planning for multi-state businesses and nonprofits.
- Our team includes multilingual accountants with global financial expertise.
- We plant a tree in Nicaragua for every tax return processed.
Services
Outsourced Bookkeeping
Our outsourced bookkeeping service maintains accurate financial records through systematic transaction entry and reconciliation. We provide monthly reporting and bank statement management, ensuring businesses maintain organized financial documentation. This service includes budget tracking and cash flow analysis to support informed decision-making for Atlanta-based clients.
Virtual Controller
Virtual Controller services deliver analytical financial management through customized reporting and strategic planning. We offer quarterly tax planning, annual budgeting, and cash flow projections. This service includes monthly strategy meetings to review financial performance and align accounting practices with business growth objectives for expanding companies.
Virtual CFO Services
Our Virtual CFO services provide executive financial leadership for business strategy optimization. We assist with opportunity assessment, challenge resolution, and growth preparation through comprehensive financial analysis. This includes bank reconciliation, bill payment management, and specialized tax planning for aging clients and complex financial scenarios.
Tax Preparation
We handle complete tax preparation for individuals, partnerships, corporations, and nonprofits. Our services include multi-state filings, quarterly estimated tax planning, and resolution of past filing issues. We ensure compliance with tax regulations while maximizing deductions and minimizing liabilities for both personal and business tax returns.
Green Initiatives
Our environmental program plants one tree in Nicaragua for every tax return processed. Founded on Earth Day principles, this initiative reduces our carbon footprint through virtual operations while supporting ecological restoration. The program reflects our commitment to sustainability and community impact through financial services.
People
Maria A. lvarez
Owner and Spreadsheet Wiz
Maria Alvarez founded My Virtual CFO in 2019 after 25 years of corporate finance experience. A George Mason University graduate, she specializes in strategic financial management while advocating for diverse entrepreneurs through flexible virtual accounting solutions.
Christine Johnson
Accountant
Christine Johnson brings 20+ years of customer service expertise to her accounting role. With global experience from Hawaii to Germany, she specializes in detail-oriented financial work while maintaining a balanced approach to client support and personal well-being.
Sheila Kauffman
Accountant
Sheila Kauffman has 30+ years of international accounting experience across multiple countries. As a digital nomad, she combines global financial expertise with localized service, recently relocating to Pennsylvania while maintaining her commitment to client-focused accounting solutions.
Joseph Keeney
Executive Ninja
Joseph Keeney offers 26 years of operations leadership across hospitality, real estate, and nonprofit sectors. His expertise in financial oversight and strategic consulting drives revenue growth for clients while maintaining operational excellence in all business engagements.
Anyoli Ruiz
Accountant
Anyoli Ruiz combines adaptability with accounting expertise, mentoring emerging professionals while delivering precise financial services. Her experience spans diverse business environments, focusing on continuous learning and professional development to enhance client service quality and team collaboration.
Questions
What accounting services do you offer for Atlanta businesses?
We provide outsourced bookkeeping, virtual controller services, strategic CFO support, and comprehensive tax preparation for Atlanta-area businesses of all sizes.
How does your virtual accounting model work?
Our virtual model uses secure digital platforms to manage financial operations remotely, eliminating paper usage while providing real-time access to financial data and expert support.
What makes your firm different from traditional accounting firms?
We combine decades of corporate experience with flexible virtual operations and environmental initiatives, offering personalized service while planting trees for every tax return processed.
Do you handle multi-state tax filings?
Yes, we specialize in multi-state tax filings for individuals and businesses, ensuring compliance across jurisdictions while optimizing tax-saving opportunities.
How do you support diverse entrepreneurs?
We prioritize supporting underrepresented business owners through tailored financial guidance, flexible pricing structures, and mentorship programs for minorities, women, and LGBTQ+ entrepreneurs.
What are your green initiatives?
For every tax return we process, we plant a tree in Nicaragua. Our virtual operations minimize paper usage, aligning financial services with environmental responsibility since 2019.
