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 ours and their collective experience to each client. Your lead CFO will work with you directly but also employ the collaborative resources of our team as well as the collective organizational experiences and processes of our firm. It is of great value to our clients to have access to the power of many professionals and years of experience which exceeds the value of hiring only one CFO.


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 know the value of accurate reporting and accounting but they also know the value of stepping back from the numbers and employing strategic vision to reflecting on the past and looking toward the future. 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.

In our role as an outsourced CFO we endeavor to become a trusted thought-partner and member of the executive leadership 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 and situations demand. So whether you need a short-term project or a long-term solution, our model can serve your needs.


Value Proposition

Our services are a fraction of the cost of hiring a full-time CFO. The strategic solutions we offer are designed to enhance cash flow, maximize corporate value, and reduce risk.

We are not afraid to jump in and get our hands dirty – guiding the accounting department, improving reporting, and defining key performance metrics that power the bottom line.

We find many CEOs are challenged by the limited value of reports and analysis provided by their existing systems. They struggle with being able to extract timely and relevant data from which to make informed decisions about current performance and changes for the future. Our outsourced CFO solution helps to clarify vision and brings meaningful insight to the numbers.



CFOSP Partnership