CFO Strategic Partners delivers the expertise needed to fill a significant gap that exists in many mid-sized organizations preventing them from achieving their next level of success.  In order to reach their goals, these companies require talented financial leadership on a less than full time or temporary basis.

Dedicated, outsourced CFOS are available on demand for companies thanks to CFOSP. Ones that have the collaborative resources of our entire CFO team at their disposal are provided with the collective organizational experiences and processes of our firm. This unique arrangement not only provides added value and expertise, it also provides the utmost flexibility, allowing us to scale up or down as needed.

For nearly 20 years we have been providing extreme value to our clients, along with the highest level of confidentiality, as our CFOs will know your organization intimately. They bring with them CFOSP’s perfected internal processes and engagement systems to ensure that you will receive a customized experience tailored to your unique organization. At the same time, our CFOs will help guide your company through the challenges standing in the way of your organization’s long term vision. As outsourced CFOs, their objectives will strategically align with your own, free from conflict that an employee relationship might inherently create. In addition, from internal controls and fraud risk to employee retention and relations risk, outsourcing models have been shown to have a reduced risk exposure.

Our partnership will cost less and provide much more of the tailored solutions mid-market businesses need.

  • Middle market businesses and nonprofits can now access high-level strategic direction and sophisticated financial analysis traditionally available only to larger companies.
  • We protect and grow our clients’ bottom lines. Budgets, forecasts, cash flow modeling, analytics, KPIs, dashboards, and business valuation metrics are only a few of the tools we provide and analyze to measure and track performance on pre-established strategic initiatives.
  • We provide 3rd party, objective oversight; another set of eyes. We have the CEO’s best interest in mind.

  • We help our owners and clients sleep well at night. What keeps you up at night? Tackling the heavy issues is where we shine.
  • No one likes surprises in business. Without accurate and timely financials, the CEO is navigating the organization blindly. Your CFO team provides the insight and leadership to ensure owners see what may be coming.
  • Every CEO needs a high level financial dashboard to facilitate data-driven decisions and ensure confidence in the organization’s numbers.

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Whether providing strategic financial vision and expertise to help our clients realize their dreams, or fostering a corporate culture that honors the personal lives of our employees, our goal remains the same: TO ENRICH LIVES