Our approach

Our Approach

At CFO Strategic Partners we provide our clients with not just one CFO, but a team of CFOs, with the culmination of their experience at your disposal. Your lead CFO will have access to a collaborative resource of approximately 20 resumes in our team plus the collective organizational experiences and processes of our firm. This combined expertise may be utilized as needed, at any time, to guide you in reaching your goals. It is of great value to our clients to have access to the power of many and years of experience rather than just one full time person.

A Better Way

Our clients not only get the benefits of working directly with their lead CFO or direct response team, they also receive the knowledge and expertise of our entire firm, including the intimate experiences we have had with over 1,000 clients during our firm’s 18 years in business. When you choose our team, you receive the value of many.


Our team is collaborative. We roundtable best practices, lessons learned, tactical approaches gleaned from the thousands of businesses and nonprofits that we have helped since our inception in 1999.


Big Picture CFOs

Our CFOs are not bean counters. They are creative leaders that go beyond expertise in expected CFO functions to see the big picture to help you reach your next level of success.

Our CFOs excel in the ability to look over the horizon to where your vision lies and become true thought-partners to the management teams we support.

Scalable Flexibility

We know that part of success in business is the ability to react to change. Our partnerships are structured to be scalable. Our clients can dial up or scale back our support, as priorities demand. So whether you need a short term project or a long term solution, our model can serve your needs.


Value Proposition

What keeps you up at night? At CFO Strategic Partners we provide one of the greatest benefits we can offer a President or CEO---a good night’s sleep, free from the worries that keep you tossing and turning. No one wants unanticipated surprises in business. Every CEO needs a high-level financial dashboard to facilitate data driven decisions and ensure confidence in the organization’s numbers. Without accurate and timely financials, a CEO is navigating the organization blindly. Your CFO team provides the insight and leadership that brings clarity to ensure owners see what may be coming. And that means pleasant dreams indeed.


CFOSP Partnership