Outsourced CFO Advisory Services


Whether you are a business owner and entrepreneur, executive director of a nonprofit or human service organization, or high-level financial executive, you’re constantly juggling. Between managing employees, keeping up with customer demand, cutting costs, creating budgets, understanding your financial data, and concentrating on growth, there’s always something new vying for your attention. We know the feeling. We’re entrepreneurs ourselves. Our outsourced CFO services give you the opportunity to delegate so you can focus on growing your business and its core operations by making smart, informed decisions about your finances.

We understand how valuable it is to have a growth and business strategy that’s right for your organization. Many organizations either don’t know how to formalize their planning processes, or know how to, but don’t have the time to work “on the business” while they are working in the business. And growth, though exciting, usually comes with new issues to address. Whether you need help setting up or refining processes, implementing a new accounting platform, or a quarterback for a special project, we’re here for you. We also offer fractional CFO services for our clients who either don’t need a full-time CFO or just need temporary assistance through an executive transition. A CFO is a strategist and ensures that decision-making is strategic. We pride ourselves on being proactive, forward-thinking, responsive, and focused on providing consistent communication and support to our clients.

If you don’t understand the financial information you get from your accounting department, can’t figure out what metrics or benchmarks you should focus on, aren’t getting timely or accurate reports, or aren’t sure if you should make major changes to your operations, you likely need a CFO to oversee your finances.  In addition to that, if you haven’t had a discussion about risks to your company, or set aside time for a strategic planning session, you would benefit from a strategist who can help you plan for the worst and the best. A CFO, even on a fractional basis, is a sounding board that every executive, CEO or business owner can gain valuable insights from as it relates to the corporate finances and moving the business forward. You may not even be sure of exactly what it is you need, and that’s okay. We’re ready to help you work it out and serve as your sounding board, so don’t hesitate to schedule a call with us today.


When we come on board, we become part of your team, seamlessly working side by side with you and your accounting staff, providing direction, leadership, insight and strategy to help you overcome your toughest challenges, and provide you with practical and innovative solutions and help move your organization forward.

Our outsourced CFO advisory services are customized to you and your needs. We offer monthly subscription packages so you can select the level that works best for you and your organization. Our clients come to us because they’ve heard of or know about our knowledge and experience, credentials, resources and best practices, and that before we start any engagement, we will get to know their organization from all angles. We hit the ground running, but not before we fully understand your operations, team, goals, and challenges. Taking the time on the front end is important to us. We want to come into your business ready to take on what needs to be done and set the course for success.

Learn about the Benefits of an Outsourced or Fractional CFO in our article here.


  • Strategic & annual business planning
  • Succession planning & exit planning
  • Fractional CFO services
  • Fractional Controller services including monthly financial statements, management & board reports
  • Finance department efficiency studies
  • Development of KPIs & benchmarks
  • Audit & exit readiness assistance
  • Tax planning & compliance
  • Budgeting, forecasting & financial modeling
  • Board retreat facilitation


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