Our approach

Our Approach

Our Expertise

  • Strategic Vision Questing & Planning
  • Financial Reporting & Analysis
  • Budgeting & Forecasting
  • Financial Strategy
  • Business Value Analysis
  • Mergers & Acquisitions, Due Diligence & Consulting
  • External Reporting
  • Software Implementation
  • Strategic Tax Planning
  • Fraud Prevention/Internal Controls & Processes

  • Capital Strategies
  • Building Strong Accounting Departments
  • Exit & Succession Planning
  • Incentive Compensation Plans & Modeling
  • Business Process Reengineering
  • Cash Flow Modeling & Forecasting
  • Collaborative Issue Processing Sessions for Clients

Engagement Process

Collaboration of Experienced Resumes

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.

With a team of over 20 expert CFOs and financial analysts, our clients benefit from the experiences and knowledge base of our entire team. Why hire one CFO when you can have an integrated team of the industry’s highest-skilled financial experts focused on your organization?


Not Only On Demand, but On Command

We know that part of success in business is about reacting to changes. Our partnerships are structured to be scalable. Our clients can dial it up or scale back our support, as the priorities demand. So whether it is project-oriented or a long-term solution, our model can serve the need.


Not Your Average CFO

We know creative is not a word usually used to describe a CFO. However, our team routinely demonstrates that description. We are not your average CFO. Not your pen-protector, number-crunching, stuffy types. We roll up our sleeves, tackle the big stuff, and look over the horizon where your vision lies. We are a true thought-partner to the management teams we support.


Value Proposition

We provide sleep insurance for our owners and clients. What keeps you up at night? Tackling the heavy issues is where we shine.

No one likes 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, the CEO is navigating the organization blindly. Your CFO team provides night vision goggles: the insight and leadership to ensure owners see what may be coming.

CFOSP Partnership