In today’s evolving business landscape, companies need more than just a traditional accountant—they need a strategic financial partner who can drive growth, enhance efficiency, and provide real-time insights. Cyber CFO, led by Alix McKenzie, offers tailored virtual CFO services, bookkeeping, accounting, and operational consulting to help businesses scale confidently. If you're searching for a financial expert with extensive experience, deep industry connections, and a forward-thinking approach, you’ll find a powerful ally in Alix McKenzie.
Why Work with Cyber CFO and Alix McKenzie?
Real-Time Financials with Weekly Data Entry
At Cyber CFO, we believe financial insights should be timely and actionable. We provide weekly data entry and up-to-date financial reporting, ensuring you always have a current view of your business's financial health. This proactive approach allows you to make informed decisions swiftly, keeping you agile in a competitive market.
A Hands-On, Client-Focused Approach
Alix adopts a hands-on approach with every client, becoming an integral part of your team. She doesn't just deliver numbers; she takes the time to explain them, ensuring you fully understand your financial position and empowering you to make strategic decisions. Her ability to communicate complex financial concepts in an accessible manner sets her apart as not just a service provider but a trusted advisor.
Extensive Professional Network
With years of experience in the industry, Alix has built an extensive network of professionals, including commercial bankers, payroll specialists, tax accountants, employee benefits providers, outsourced HR experts, and lawyers. This network becomes your resource, providing access to a team of experts who can support various aspects of your business.
Alix McKenzie's Professional Background
A Solid Foundation in Public Accounting as an Auditor
Educational Background:
Flagler College (2014-2018)
Bachelor of Arts in Accounting, Finance, and Business Administration
Minor in Economics
Alix's career began at Dixon Hughes Goodman LLP (now Forvis Mazars) as an Audit Associate from October 2018 to March 2021. During this time, she:
Conducted audits across industries such as manufacturing, distribution, logistics, real estate, and employee benefit plans.
Investigated and documented audit discrepancies, ensuring compliance with regulations and industry standards.
Communicated effectively with clients, building strong professional relationships.
Performed substantive testing and documented results to meet engagement objectives.
In March 2021, Alix joined CohnReznick LLP as an Experienced Audit Associate and later advanced to Senior Audit Associate until August 2023. Her responsibilities included:
Preparing audit workpapers for high-risk and technical areas, ensuring thorough analysis and review.
Leading client meetings to present audit findings and gather supporting documentation.
Conducting risk assessments and developing tailored audit procedures.
Training and supervising associates and interns, enhancing their professional skills.
Coordinating with overseas teams to ensure timely task completion.
Managing audit teams in the commercial real estate sector, specializing in funds, joint ventures, property audits, and hospitality clients.
Preparing and reviewing GAAP financial statements, footnotes, and supplemental information, ensuring adherence to reporting frameworks.
Leading office-wide learning and development presentations and contributing to firmwide social initiatives.
Overseeing multiple engagements from planning to issuance, including client requests, task delegation, and managing engagement economics.
This extensive auditing experience means Alix is intimately familiar with the challenges businesses face regarding compliance, financial reporting, and internal controls. She has prepared GAAP financial statements for companies with over $50 million in real estate assets, giving her the expertise to navigate complex financial landscapes.
Founder of Cyber CFO LLC
In November 2023, Alix founded Cyber CFO LLC, a scalable, tech-focused accounting firm offering bookkeeping, financial reporting, and fractional CFO services with a hands-on approach.
As a visionary leader, she has:
Implemented AI and automation to streamline operations, including procedures, communications, and performance analysis.
Utilized a team from the Philippines for cost-effective services, enhancing client satisfaction.
Developed entrepreneurial skills in problem-solving, strategic planning, and sales methods to drive growth.
Contributed to community development by presenting at Beaches Rotaract on business planning and entrepreneurship, supporting new local businesses.
An AI-Driven Organization
As an AI enthusiast, Alix integrates advanced technology into her services to help clients gain efficiencies. Her key skillsinclude:
AI Integration in Business Processes
Leadership and Team Management
Expertise in Microsoft Excel, Zapier, QuickBooks, and HubSpot
Through Cyber CFO and her sister company Cyber Scholar, she educates businesses on leveraging AI and technology to streamline operations and drive growth. Additionally, she's starting a chess nonprofit called The Endgame Foundation, reflecting her commitment to strategic thinking and community engagement.
Community Involvement and Professional Affiliations
Alix is actively involved in fostering community engagement:
Membership Chair of Beaches Rotaract: Enhancing local development and networking.
Member of the Association for Corporate Growth: Staying connected with industry trends and expanding her professional network.
Her involvement in these organizations keeps her at the forefront of industry developments, benefiting her clients through up-to-date knowledge and connections.
Addressing Common Bookkeeping Challenges
Many business owners struggle with bookkeepers who lack efficiency and don't provide actionable insights. Alix addresses these challenges by:
Entering Data Weekly: Ensuring your financial data is current and accurate for real-time decision-making.
Providing Hands-On Support: Being accessible and responsive to your needs, unlike traditional accountants who may take a backseat.
Building Professional Teams: Leveraging her network to bring in the right experts for your business, from bankers to HR professionals.
Her lean approach means you receive real-time updates and proactive advice, helping you stay ahead.
Empowering Clients with Knowledge
In routine meetings, Alix goes beyond numbers to educate business owners on:
The "Why" Behind the Finance: Understanding how financial strategies align or misalign with your goals and projections.
Cash Flow Management: Utilizing foundational accounting concepts to improve liquidity and stability.
Strategic Planning: Guiding you through financial decision-making processes.
Her goal is to empower you with knowledge, enabling you to make informed decisions that drive growth.
A Positive, Client-Facing Professional
Alix's positive attitude and exceptional client-facing skills set her apart. Her experience in auditing required her to have tough conversations with clients about discrepancies, weaknesses in processes, and areas needing improvement. She handled these discussions with professionalism and empathy, fostering trust and respect.
Her ability to communicate effectively ensures that even complex financial concepts are understood, making her an invaluable partner in your business's success.
Why Choose Alix McKenzie and Cyber CFO?
By partnering with Alix and Cyber CFO, you gain access to:
Extensive Experience: A solid background in auditing and financial analysis across multiple industries.
Proactive Approach: Real-time financial insights and proactive advice.
AI Integration: Leveraging technology to streamline operations and gain efficiencies.
Personalized Service: Hands-on support tailored to your business needs.
Professional Network: Access to a wide range of experts in finance, law, HR, and more.
Educational Focus: Empowering you with knowledge to make informed decisions.
Leadership Skills: Proven leadership and team management abilities from supervising audit teams and training associates.
Alix's dedication to helping businesses scale, combined with her unique blend of technical expertise and interpersonal skills, makes her the ideal partner for your financial needs.
Take the Next Step
If you're ready to transform your financial operations and work with a CFO who truly understands your business, contact Alix McKenzie at Cyber CFO today. Let her experience, expertise, and proactive approach help you achieve your goals with confidence and clarity.
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