Our Approach

At CFO Strategic Partners, we provide our clients with not just one CFO, but a collaborative team of financial leaders. Each CFO brings their unique talents to their clients as well as the collective experience and knowledge of our entire team. Your lead CFO will work with you directly, but you’ll also have the full extent of resources, organizational experiences and processes of our firm at your disposal. Our clients receive a great value, accessing the power of many professionals with years of experience, rather than hiring just one CFO.

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Effective and proven four-step process



First, we partner with organizations and introduce them to their dedicated “lead” CFO and engagement team, which includes members of our executive team.



Then, we begin our diagnostic, a highly-efficient assessment tailored to discovering opportunities and proposing solutions to achieve your goals.



Once we agree upon these solutions, we execute our critical priorities while performing the vital functions needed immediately. We become an integral part of your team and keep you informed every step of the way.



Finally, we optimize every aspect of your organization and build a strategic financial plan to help you achieve your vision for the future. Our goal is to develop a long-term relationship with you, allowing us to grow and evolve together.

We’ll help you take your organization to the next level

  • Icon Colaboration


    Our team works together for your success. We roundtable best practices, lessons learned and tactical approaches gleaned from the thousands of organizations we have helped since our inception in 1999.

  • Icon Big-picture CFOs

    Big-picture CFOs

    Our experienced CFOs are creative leaders and thought-partners who go beyond the expected CFO functions and accounting services to see the big picture and help you reach your next level of success.

  • Icon Scalable flexibility

    Scalable flexibility

    Our partnerships are scalable, allowing clients to dial up or scale back our support as needed. Whether you need a short-term project or a long-term solution, our model can serve your needs.

  • Icon Value proposition

    Value proposition

    Our outsourced CFO solution enhances cash flow, maximizes corporate value and reduces risk. We’ll bring meaningful guidance and insight to numbers, helping clarify your vision and make informed decisions.

Get on the path to long-term financial success

Contact us today