Expert Outsourced CFO Services

FINANCIAL STRATEGY TO ACCELERATE GROWTH
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Expert Outsourced CFO Services

Your Path to Strategic Financial Management

schedule your free consultation

Fill out the form to Schedule a Free Strategy Call

Empowering Your Business Growth

Let’s face it: the talent pool has been diminishing over the past few years and your business has probably been growing. The inability to find the right CFO professional can leave your company in a bind, with inefficient controls and a disorganized finance team.

The good news is that this doesn’t have to be your new reality. Our outsourced CFO services might be exactly what you are looking for, pairing expert insights with a cost-effective approach. Ready to jump straight to a consult? Reach out here. Otherwise, scroll down for more information about our outsourced CFO services.

Book a Free Consultation Today!

Is It Time to Bring in an Outsourced CFO?

Business owners often find themselves questioning whether it’s time to hire an outsourced CFO. While we can’t make that decision for you, we can certainly provide some pointers. If any of the following situations resonate with your current state, it might be time to explore the idea of an outsourced CFO.

Aiming for Business Growth and Overcoming Operational Challenges

If you’re eager to expand your business but unsure where to begin, an outsourced CFO could provide the strategic financial guidance necessary for growth. Additionally, if your finance team is struggling due to rapid growth, an outsourced CFO might be the solution to streamline operations.

Enhancing Efficiency in Your Finance Department

A slow chain of command in your finance department can hinder your business’s potential. An outsourced CFO could inject efficiency and speed into the process. Furthermore, if month-end closures are taking too long, an outsourced CFO can help expedite this process for timely financial reporting.

As your business grows, so does the complexity of your finances. If understanding them has become a challenge, an outsourced CFO could demystify these complexities and improve financial decision-making.

Seeking Investors or Loans with Confidence

Planning to bring on additional investors or secure a business loan? An outsourced CFO can help navigate these processes with their financial expertise, giving you the confidence to make strategic decisions.

Managing Unpredictable Budgets

Budgets that never seem to stick can indicate a lack of financial control. An outsourced CFO could introduce strategies to improve budget adherence and overall financial management.

Optimizing Decision-Making and Next Steps

Improved financial decision-making is a key benefit of hiring an outsourced CFO. If any of the above situations resonate with your business, it might be time to consider this move. Reach out to our team to discuss the right outsourced CFO services for your business.

Outsourced CFO Accounting Services

An outsourced CFO takes on all the roles and responsibilities of a traditional in-house CFO. The main difference is that your outsourced CFO will be available remotely through Zoom calls, instant messaging, and email. Our outsourced CFOs strive to provide your business with value without draining your checkbook.

Here are some of the services we offer:

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Growth Support

Our outsourced CFOs strategically develop a financial and operational infrastructure that promotes growth. Whether it’s facilitating the hiring process, analyzing new market opportunities, or streamlining operations, we’ve got you covered.
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Fundraising Planning

Need assistance planning the timing, format, and avenues of your funding? Our expert outsourced CFOs can help you navigate the fundraising process and maximize your chances of success.
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Looking Ahead

Budgeting can be difficult, especially if your finance team has their own operational style. Our outsourced CFO services align your team and strategies through effective leadership and solutions.
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Finance Oversight

The tone at the top matters. With an outsourced CFO, you can align your finance team, promoting productivity and efficiency on all fronts.
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Cash Flow Management

Running out of cash is never fun. Our outsourced CFOs ensure that your resources are effectively deployed according to your goals, minimizing the risk of cash flow problems.
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Exit Strategy

Whether you’re exploring exit strategies or pitching your business to new investors, our outsourced CFOs can provide the expertise you need to make informed decisions.
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Performance Analysis

The financials are only useful if you can properly interpret them. An outsourced CFO is financially savvy, helping you interpret what your financials are truly telling you, enabling you to make data-driven decisions.
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Compliance Management

Assistance meeting the requirements set by regulatory agencies, including sales tax returns, annual business tax returns, estimated payments, and more.
This is just a glimpse of the services our team can provide. We can customize a service plan based on your specific business needs. Reach out to us today to learn more about how our outsourced CFO services can drive your business growth.
A group of outsourced controllers working at a table with paper and pencils

What’s in it for You?

Our CFO services aren’t just about crunching numbers, but about providing value that positively impacts your business

Honest and Practical Advice

We prioritize your best interests, offering honest advice without upselling unnecessary services. No gimmicks, just beneficial recommendations.

Experienced and Knowledgeable CFOs

Our CFOs are industry veterans, boasting over 20 years of experience from prestigious backgrounds. You’re in capable hands with our team.

Focus on What Matters

Our financial guidance is designed to alleviate your financial worries, allowing you to focus on adding value to your customers. We help you make confident, bold decisions.

Finding the Right Outsourced CFO For Your Business

Choosing the right outsourced CFO for your business is a pivotal decision. Considerations should include the range of services offered, industry specialization, level of commitment, qualifications, flexibility in service execution, and communication approach.

Our team of financial experts checks all these boxes and more. We possess extensive experience across various sectors, guaranteeing that you receive unsurpassed outsourced CFO services specifically designed to address your needs.

Why Our Team of Financial Experts is the Right Choice

Our team of financial gurus ticks all these boxes and beyond. We bring extensive experience across diverse industries, ensuring you receive the finest outsourced controller services uniquely tailored to meet your business needs.

Learn More About Us

Case Study

Leveraging an Outsourced CFO for Captial Raising Assistance

Explore our featured case study, showcasing how our outsourced controller played an integral role in preparing for an audit. This real-world example demonstrates our dedication to providing top-notch financial leadership and operational support that is tailored to our client’s specific needs.

CASE STUDY #1

Technology Company Serving The Food Industry

Outsourced CFO + Capital Raising Assistance

This venture-capital-backed company was growing rapidly but did not have adequate financial systems and staff to plan and manage growth. The company was also unprepared to attract banks and equity investors for much-needed growth capital.

RESULTS

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$23 million raised in growth capital

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Hired over 100 employees during our involvement

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Annual revenue grew from $4 million to $15 million

HOW WE HELPED

✔ Upgraded Accounting Systems:

Transition from an inefficient QuickBooks desktop setup to cloud based QuickBooks Online and eventually to highly scalable ERP system Intacct.

✔ Established Financial Planning Process:

Developed the company’s first financial projection model. Led the actual vs. budget performance measurement process, which increased accountability and helped fuel rapid growth.

✔ Capital Raising Assistance:

Created investor-ready PowerPoint deck and supporting financial analyse. Led due diligence and assisted with negotiations.

✔ Trained And Mentored Finance Team:

Including the Accounting Manager, who was soon promoted to Director of Finance and took over our duties.

CASE STUDY #1

Technology Company Serving The Food Industry

Outsourced CFO + Capital Raising Assistance

This venture-capital-backed company was growing rapidly but did not have adequate financial systems and staff to plan and manage growth. The company was also unprepared to attract banks and equity investors for much-needed growth capital.

RESULTS

9

$23 million raised in growth capital

9

Hired over 100 employees during our involvement

9

Annual revenue grew from $4 million to $15 million

HOW WE HELPED

✔ Upgraded Accounting Systems:

Transition from an inefficient QuickBooks desktop setup to cloud based QuickBooks Online and eventually to highly scalable ERP system Intacct.

✔ Established Financial Planning Process:

Developed the company’s first financial projection model. Led the actual vs. budget performance measurement process, which increased accountability and helped fuel rapid growth.

✔ Capital Raising Assistance:

Created investor-ready PowerPoint deck and supporting financial analyse. Led due diligence and assisted with negotiations.

✔ Trained And Mentored Finance Team:

Including the Accounting Manager, who was soon promoted to Director of Finance and took over our duties.

Let’s Propel Your Business towards Success!

Imagine a future where your financial reports are consistently accurate and delivered on time. Envision a scenario where compliance issues are a thing of the past, and your finance team operates seamlessly. This isn’t a dream; it’s the reality we’re here to help you create.

Our goal isn’t just success; we’re committed to achieving it. Experience the transformative power of professional financial management with our outsourced CFO services. Don’t wait, contact us today and see the difference we can make in your business!

Book a Free Consultation