Services For CPA Firms
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CFO Strategic Partners can lighten the load for CPA firms

Business | CFO Consultant | CFO Services | January 18, 2023

As businesses close the books for the year and prepare for tax returns, CPAs can often get a clearer picture when their clients need more help in accounting.

Reporting issues that did not take priority during the year become more important when it’s time to reconcile and review financial statements.  As companies grow, there’s often a need for extra help to catch up or provide assistance establishing processes to support that growth.

CFO Strategic Partners has the expertise to work closely with CPA firms to provide additional expertise to help companies continue on their growth trajectory.

Here’s how we provide value to CPA firms and their clients:

  • Experienced CFO and controller-level support during the CPA firms’ audits and reviews
  • Ability to cover interim absences and turnover, or additional support on a project basis
  • Assist clients with getting their books, reconciliations and schedules audit-ready
  • Relieves CPA firms of work their clients should be doing to save time, maintain margins and meet deadlines 

Founded over 20 years ago, CFO Strategic Partners provides outsourced CFO services to small- and medium-sized businesses and nonprofit entities. We take a collaborative approach to our work and provide clients with not just one CFO, but allow them to tap into the knowledge and expertise of our entire team of seasoned financial leaders.

We offer a scalable, flexible solution, so our clients only pay for the services they need. Clients can dial up or scale back our work, so whether you need short-term support for a project or a long-term solution, our model can meet your needs.

Do you think your business or your clients can benefit from our team of experienced, on-demand outsourced CFOs? Email Meghan Dalton at or fill out the request for information form here.

Get on the path to long-term financial success

Contact us today