CFO advisory
CFO-level leadership, without the full-time salary.
Not every business needs a full-time Chief Financial Officer, but every business can use a CFO's judgment. Our fractional, part-time and outsourced CFO services scale up or down with what you need, delivered virtually to businesses nationwide.
- You are growing fast and decisions are getting bigger
- You are restructuring debt or talking to lenders
- A merger, acquisition or capital raise is on the horizon
- Cash flow feels tight or hard to predict
- Your team is stretched thin on financial oversight
A flexible solution
Scale it up or down, as your business changes.
Our CFOs work alongside your existing leadership as an extension of your team. You only invest in the expertise you need right now.
Project support
Short-term help for one milestone: a capital raise, a debt restructuring, an acquisition, or a software conversion.
Fractional CFO
Ongoing, part-time financial leadership: forecasts, budgets, cash flow, controls and regular recommendations to your leadership team.
Full-time CFO search
When you are ready for a full-time CFO, we help you hire one. Candidates are sourced and vetted for technical skill, so you can choose on leadership and fit.
How the search worksKey areas of impact
A stronger financial foundation, area by area.
Cash flow and liquidity
Detailed cash flow forecasts and day-to-day liquidity management, for stability now and growth later.
Budgeting and forecasting
Flexible, data-driven budgets and forecasts built around your goals and market realities, so you can allocate resources and track performance.
Financial reporting and analysis
Clear, GAAP-compliant reports and the analysis behind decisions on investments and restructuring.
Internal controls and risk
Controls and risk systems that safeguard assets, prevent fraud and misstatements, and keep you compliant.
Tax strategy and compliance
As a CPA firm, we fold tax strategy into every recommendation to reduce liabilities and stay compliant with IRS and state rules.
Capital and ownership records
Accurate, compliant capitalization records through ownership changes or fundraising.
Incentive compensation plans
Plans that tie employee performance to company goals, to help retention and growth.
Financial systems
Help choosing and converting accounting software, so your numbers are reliable and easy to report.
CPA-led CFO solutions
Advice that goes beyond the numbers.
Because we are a CPA firm, your CFO brings tax strategy, GAAP reporting and compliance into every decision, from day-to-day cash flow to preparing for tax season. Our partners include a former commercial banker, so lender conversations are part of the work. See bank consulting
Frequently asked questions
Questions we hear often.
What is a Fractional CFO, and how does it benefit growing companies?
A Fractional CFO provides high-level financial leadership on a part-time or outsourced basis, offering flexibility for companies that need strategic financial oversight without the full-time cost. It allows businesses to leverage expert insights for cash flow management, financial reporting, and strategic planning, perfect for growth-focused firms.
How do outsourced CFO services improve cash flow management?
Outsourced CFOs specialize in cash flow forecasting and liquidity management, ensuring businesses maintain the right balance between income and expenses. They implement systems to optimize working capital and help prevent cash flow issues that could disrupt day-to-day operations or long-term growth plans.
How can part-time CFO services support strategic financial planning?
Part-time CFO services provide the strategic guidance necessary to develop detailed financial forecasts and budgets. By analyzing your company’s financial health, these services help align financial plans with broader business goals, ensuring sustainable growth and resource allocation based on accurate projections.
What role does a CFO play in ensuring compliance with GAAP and IRS regulations?
A CFO ensures that all financial reporting is GAAP-compliant (Generally Accepted Accounting Principles) and that your business adheres to IRS and state tax regulations. This reduces the risk of non-compliance, fines, and legal issues, keeping your business’s financial practices transparent and compliant.
How can a Fractional CFO improve internal controls and reduce financial risk?
A Fractional CFO implements strong internal controls that safeguard assets and reduce exposure to fraud or errors. By reviewing financial processes and creating a risk management framework, they help ensure that financial practices meet industry standards and regulatory requirements, such as SOX compliance (Sarbanes-Oxley Act).
When should my company consider hiring an outsourced CFO?
Companies should consider outsourced CFO services when experiencing rapid growth, preparing for an acquisition or merger, or when managing complex financial challenges like capital raises, restructuring, or international expansion. An outsourced CFO provides the expertise needed for strategic decision-making during these transitions.
How do CFO services assist in managing equity and capital tables?
CFO services help manage capital tables by ensuring accurate records of ownership, shares, and investor data. This is essential for businesses raising capital or undergoing restructuring, ensuring compliance and transparency for stakeholders while preparing for investor scrutiny.
How can outsourced vCFO services help with tax strategy and minimizing liabilities?
As a CPA firm, outsourced CFO services ensure full tax compliance while proactively developing tax strategies that minimize liabilities. By optimizing deductions and implementing strategies to defer or reduce tax payments, businesses can maximize after-tax profits and stay ahead of regulatory changes.
What are the benefits of using a virtual CFO service, and how does it work?
Virtual CFO services offer the same strategic oversight as an in-house CFO but remotely, providing flexibility and cost savings. Through secure digital platforms, businesses receive ongoing financial analysis, reporting, and strategy consultations without geographical limitations, making it ideal for companies nationwide.
How can a CFO assist with software conversions and improve financial systems?
CFOs manage the entire process of financial software conversions, ensuring seamless transitions to new accounting platforms. By selecting the right systems and overseeing implementation, they help businesses enhance financial efficiency, reporting accuracy, and integration with existing processes.
Additional resources
Keep reading.
Incentive Compensation Planning for Employee Retention and Growth
Incentive compensation plays a crucial role in retaining top talent and driving business growth. CFOs provide the financial expertise needed to...
Read moreInsightDesigning and Implementing Internal Controls to Safeguard Assets
Effective internal controls are essential for protecting a business’s assets, ensuring accurate financial reporting, and maintaining compliance with...
Read moreInsightStrategic Forecasting and Budgeting for Business Growth
Accurate financial forecasting and budgeting are critical for business growth. CFOs play a pivotal role in creating financial projections that guide...
Read moreWho you will work with
The people behind the work.
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