OUTSOURCED CFO SERVICES
Outsourced CFO Services for Growing Businesses
Our outsourced CFO services give owner-operated businesses the strategic financial leadership they have been missing. As a result, you gain clean books, rapid month-end closes, and board-ready financials every single month.
Our Core Outsourced CFO Services
In short, our outsourced CFO services replace reactive bookkeeping with proactive, board-ready finance. Moreover, you can start with the one service that hurts most and expand as the numbers begin driving real decisions. To see how we work together, explore our client experience.
Outsourced CFO Services and Strategic Planning
First, our fractional CFO work gives you on-call financial leadership for the decisions that move the business.
Specifically, you get monthly strategy sessions built around your numbers, ongoing pricing and margin analysis, and budgeting, forecasting, and scenario planning.
What it means for you
As a result, you bring a CFO judgment to every major decision, without carrying a full-time CFO salary.
Cash Flow Forecasting & Runway Modeling
Next, we help you see exactly what is coming before it hits your account.
Specifically, you get a rolling 13-week cash flow forecast, runway modeling under best, base, and worst case, and clear timing guidance for large spends and hires.
What it means for you
Consequently, you always know your cash position today and where it is headed next quarter.
Month-End Close Acceleration
In addition, we deliver accurate books, closed in days instead of weeks.
Specifically, you get a streamlined and repeatable close checklist, clean reconciliations and accruals, and a clear monthly financial package delivered on schedule.
What it means for you
Therefore, you act on current numbers, not history that is already two months old.
Books Health Check & Cleanup
Finally, we build a trustworthy foundation under everything else.
Specifically, you get a full diagnostic of your setup, a chart of accounts rebuild with backlog cleanup, and a clear plan to keep the books clean going forward.
What it means for you
Ultimately, you gain books you can trust as the base for every decision.
Day-to-Day Accounting Services
In addition to strategic finance, we run the accounting itself, so the numbers underneath every decision are accurate.
Specifically, you get reliable bookkeeping, bank and account reconciliations, accounts payable and receivable management, payroll coordination, and clear monthly financial statements.
What it means for you
As a result, your books stay clean, current, and tax-ready, which is the exact foundation our outsourced CFO services are built on.
AI-Enabled Finance & Automation
Practical AI built into your finance and back office, not bolted on as a gimmick: automated transaction categorization and reconciliations, invoice and receipt data capture that pulls the numbers for you, cash-flow and KPI dashboards you can question in plain English, and monthly reporting that arrives with a first-draft commentary already written. Every workflow is set up with a human in the loop, so a seasoned financial professional reviews what the AI produces before it ever reaches your desk.
What it means for you: you get CFO-level insight faster and at a lower cost, with the speed of automation and the safety of a real accountant checking the work. Less time chasing data and formatting reports, more time making decisions, and numbers you can actually trust, because AI does the heavy lifting and a human owns the judgment.
Satisfaction Guaranteed
I stand behind my work. Start with a free Books Health Check at zero obligation, and if we work together and you are not satisfied with the value, I will make it right. No long-term contracts, no pressure.
Ready to explore our outsourced CFO services? Start with a free Health Check.
First, book a free 30-minute Books Health Check. Then, we will review your books and show you exactly where to start. Meanwhile, if you prefer, you can also contact us directly.