- Home
- About UsCFO isn’t like any other company. Founded by Shannon Brouillette in 1999, CFO Strategic Partners is based on the principle that companies deserve an effective avenue to benefit from experienced CFO Strategic Partners services without a high cost of overhead. Today, companies of all sizes can take a pro-active approach to business utilizing CFO Strategic Partners. By offering specifically tailored services to meet the needs of each client, the company provides a high-level, strategic financial vision and knowledge needed to run a successful business. At CFO Strategic Partners, getting to know your business inside and out is vital. Our clients not only receive the expertise of their team member, but the collective experience of the entire company. The result is successful strategic planning, cash-flow management, budgeting, and tax planning. The services provided by CFO Strategic Partners can take a business owner to a higher level of understanding to make better decisions for their future. The CFO Strategic Partners “Best Practice” approach to every client brings experience and expertise to each business. Because CFO Strategic Partners has been intricately involved with more than 500 companies of all sizes and throughout a wide range of industries, the knowledge brought to new clients is tremendous. When Stacey Haley became a partner in 2004, she embraced the role as Quality Review Partner. She ensures that every client of the firm receives the benefit from the collective knowledge of the entire team. It’s a powerful tool that is instrumental in delivering sound practices and successful solutions. With CFO Strategic Partners, companies experience high-level financial services, reap long-term benefits and discover great returns on investment. It’s time to provide your management with sound solutions today for a strategic financial vision for tomorrow.
- Our Services [/one_sixth]Financial Reporting & Analysis In our role as CFO of your company, we will develop meaningful financial reports which accurately reflect the past performance of your business and its current health. We’ll use these reports to analyze your profitability by line of business or product. This will help you to identify strengths and weaknesses in the various products you offer. Learn more[/one_sixth]Accounting Department Establishment For growing businesses, CFO Strategic Partners will help to create a full accounting department. We will assist in establishing financial procedures and protocol. CFOSP can select and implement financial software. Learn more[/one_sixth]Tax Planning CFO Strategic Partners will work with your CPA to effectively manage your tax position. Our tools include an estimated tax projection that keeps you informed of your tax situation throughout the year. Our goal is that you have no surprises at tax time! Learn more[/one_sixth]Budget & Forecasting A budget is an essential tool for effectively managing your company. CFO Strategic Partners will develop a budget for your business as well as a tool for regularly measuring actual performance in comparison to your budget. Learn more[/one_sixth]Banking & Financing CFO Strategic Partners is very experienced in representing our clients as they seek bank financing. We help you to answer the questions the bankers will ask — before they ask them! Learn more[/one_sixth]Financial Strategy CFO Strategic Partners will work with your management team to design a strategic plan which includes meaningful objectives and measurable goals. Our process takes into account your customer needs, company strengths and weaknesses and new opportunities for growth. Learn more[/one_sixth]Proper Processes & Procedures Ensuring processes and procedures within the organization and financial department are intact and adhered to and result in financial statements/analysis schedules that are timely, accurate, complete, and tailored to the specific needs of the organization at that time. Learn more[/one_sixth]Creative & Collaborative Solutions We constantly strive to provide creative and forward thinking solutions that challenge the executive management team. A CFO employed by CFO Strategic Partners not only works with the other CFOs, but has many other resources to ensure creative thinking and solutions. Learn more[/one_sixth]Maintaining Internal & External Relationships We work together with operations, HR, recruiting, IT, etc. to ensure all functions are handled in a timely, accurate, and in a responsible manner that respects the corporate culture of the organization. Learn more[/one_sixth]Financial Partnership We truly partner with every client and become part of the team. Whether it’s participating in company holiday parties or outings or negotiating a contract with an external provider as the company’s CFO, it is seamless to the outside world that our client’s CFO is part of a larger team. Learn more
- Our PhilosophiesCFO Strategic Partners has a direct and hands-on experience, performing the role of CFO, with over 500 clients in the Central Florida area. Our strong philosophies guide our performance standards and ensure each client is provided with outstanding service. Proper Processes & Procedures: We will ensure processes and procedures, within the organization and financial department, are intact and adhered to. Our CFO will make sure the processes and procedures in place, result in financial statements and analysis schedules that are timely, accurate, complete and tailored to the specific needs of the organization. Creative and Collaborative Solutions: We constantly strive to provide creative and forward thinking solutions that challenge the executive management team. A CFO employed by CFO Strategic Partners, not only works with his or her clients, but meets on a regular basis with other CFOs within the firm. They also report to Stacey Haley, Quality Review Partner, who ensures the CFO is constantly thinking at a strategic level. She also makes sure they have access to new ideas, trends and experiences involving other clients of the firm. This comprehensive knowledge base is brought to every client of CFO Strategic Partners. Maintaining Internal Relationships: We work together, with all of the client’s internal departments, to ensure all functions are handled in a manner, which respects the corporate culture of the organization. Maintaining Key External Relationships: Because our firm has hundreds of other clients, who also have key external relationships with attorneys, bankers, investment providers, insurance providers, and others, we work to carefully nurture these relationships at the firm level, as well as the CFO level. Becoming Your Financial Partner: We partner with every client and become part of the team. Whether it’s participating in company holiday parties and outings or negotiating a contract with an external provider as the company’s CFO, it is seamless to the outside world that our client’s CFO is part of a larger team.
- Industry Services[raw][/raw]
Building Industry
Distribution
Healthcare
Hospitality
Insurance
Legal Services
Manufacturing
Technology
Non-Profits
Professional
- FAQAre your services hourly or fixed? Our services are paid on an hourly basis, based on the exact amount of hours devoted to your company. Will your services cost as much as a full time chief financial officer? Our fees are a fraction of the cost of a full time Chief Financial Officer or Controller. We work on an hourly basis and only charge for the actual hours worked. Plus, you are not paying benefits or adding on other employee related costs such as taxes, vacation pay, and other employee benefits. The bottom line is a higher return on your investment along with sound business advice. Is my information confidential? Absolutely! We stake our reputation on ensuring the strictest confidentiality. Everyone at CFO Strategic Partners signs a restrictive confidentiality agreement, and in doing so is making a firm commitment to honor your privacy. Do you work at our office or from the offices of CFOSP? Both! It’s based on whatever is best for your company. As part of your team, we’re always flexible in designing a program that fits your needs and objectives. But we’re always a simple call away and can be reached at anytime when you need us. How can I receive an estimate for your services? Just give us a call and we’ll be happy to help you. Here’s how it works: We will meet with you at no charge to determine your initial needs and discuss how we can be of service. Then, we will be able to recommend a strategy for going forward. How can I measure my results? For some of our clients, results are measured by tangible dollars to the bottom line. For others, the results are intangible. They benefit from the freedom and flexibility that our services give them so they can focus on other areas of their business. And many clients receive both improved bottom line results and peace of mind in knowing that we provide a third party independent review of their business. Will I have to sign a contract for your services? We do have a standard contract, mainly to cover confidentiality issues. However, our contracts are structured to where you are not committed to any specific time period and can cancel our relationship at any time. However, we are committed to building long-term relationships with all of our clients! Will I still work with my current CPA? We do not perform CPA services. We will gladly work with your CPA or assist in finding a great CPA for your firm to ensure you meet your financial goals. What size company is too small to benefit from your services? In our experience, we have found that our services can be most beneficial in companies who typically generate $5 million to $50 million in annual revenue. However, we have worked with companies smaller and larger than that range, based on the industry, number of employees, growth strategy, financial standing, etc., and may be of great value to a smaller company. Just call us and we can make a better determination of your needs.
- Contact UsCorporate Headquarters 2016 Alden Road, Suite B Orlando, Florida 32803 Phone: (407) 426-8288 FAX: (407) 426-8287 E-Mail Address: paula@cfosp.com Career Inquiries Email: pkegelman@cfosp.com
Why an Outsourced CFO?
An outsourced CFO group gives you access to an entire team of CFOs, as opposed to only one, allowing for a broader knowledge base. There is less risk involved when using an outsourced company due to the lack of personal gain from financial decisions, that an in-house CFO may have. Our services will cost you less and give you more of the specialized assistance you need.
What Do We Do?
Our services go above and beyond what you would expect from your average CFO. We not only offer primary services, such as financial planning, but we can also assist you with financial strategy and business development. For growing businesses, we help to establish your accounting department. With our large expertise, there is not much we can’t do for you!
Why CFO Strategic Partners?
Since we opened in 1999, we have had the pleasure of serving all types of businesses. Our clients have continued to see remarkable results and a high ROI. We strive for 100% customer satisfaction and do everything necessary to achieve it. The impact we have on our client’s success is very important to us. Check out our case studies and see the real results!
Who Do We Service?
All of our CFOs have been hand-selected based on their background and knowledge of finance as it relates to particular industries. We take pride in having a diverse team, all specializing in different areas of the market. From the construction site to the corporate board room, our CFOs have expertise and experience. Find your industry to see how we can help you!