CFO services for growing businesses and nonprofit entities

Our team of dedicated, outsourced CFOs are available on demand to provide fiscal leadership and strategic financial advice to small to mid-sized companies and nonprofit entities. Not only will you have access to your lead CFO’s expertise, but you’ll have the full resources of our firm and the collective experience from our entire team of CFOs.

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  • Strategic financial consulting and strategy
  • Financial reporting and analysis
  • Budgeting and forecasting
  • Financial systems and integration
  • Accounting Department Optimization
  • Business value analysis
  • Interim CFO services and finance staff
  • Mergers and acquisitions, due diligence and succession planning
  • Controller staffing solutions
  • Virtual CFO services
  • Software implementation
  • Strategic tax planning
  • Fraud prevention/internal controls and processes
  • Capital Strategies
  • Building incentive compensation plans and modeling
  • Business process reengineering
  • Cash flow modeling and forecasting
  • Collaborative issue processing sessions
  • Finance and accounting department assessments

Why hire an outsourced CFO?

Organizations, at some point in their growth cycle, benefit from senior-level financial leadership and a strategic partner. However, hiring one qualified person full-time for this position can be cost prohibitive.  CFO Strategic Partners’ outsourced CFO services were created to fill this gap that exists in organizations. Our firm’s approach, along with our team of on-demand CFOs, can help you achieve your goals.  Why hire just one person when you can access the depth of our firm’s extensive knowledge and years of experience gained by servicing other clients in similar situations. We tailor our services to meet your needs, which means you only pay for what you truly need. 

Our solutions are scalable to our clients which provides the utmost flexibility, allowing your organization to scale up or down anytime as needed. Whether in person or remotely, our CFOs provide the financial expertise needed to achieve your vision.

Our clients will work primarily with one “lead” CFO from our team who is dedicated to executing the goals we have agreed together are important.  That CFO brings not only their prior executive level financial experience, but also our firm’s perfected internal processes and years of experience along with the collective knowledge of our entire team of CFOs.  Our proven processes and engagement systems ensure you’ll receive a customized experience tailored to your unique needs. 

Your outsourced CFOs objectives will strategically align with your own, free from the challenges or biases that an employee relationship might inherently create. In addition, outsourcing models can serve to help mitigate some risks such as internal controls, fraud, employee retention and relations risk. 

Frequently Asked Questions

  • How does CFO Strategic Partners fit into our team?

    Seamlessly and oftentimes in a way that external parties such as vendors or investors may not even realize we’re an outsourced solution vs. an employed CFO with your team. Our flexible, on-demand model and depth of expertise allows us to fit into your organization and team precisely as you need.

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  • Do you understand our business?

    We will, very quickly.  We know your business is unique; however, with our 20+ years in business and partnership with over 2,500 other organizations, there isn’t much we haven’t seen.  The great news is that, with our help, you can learn from the mistakes of others, rather than your own.  That said, of course, we spend time initially to get to know you, your vision, your team and processes intimately so we can create a plan to achieve optimal results for your organization.

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  • Can you run my accounting/finance department from day one?

    We have done this many times with great success when a CFO or controller has suddenly left or been terminated. Turnover can be disruptive and challenging to an organization; however, we view turnover as an opportunity to enhance the organization. CFO Strategic Partners can quickly fill any gaps created from accounting department turnover while uncovering the root causes of the turnover and creating a long-term plan to stabilize and optimize the department.

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  • What is the value proposition?

    Our long term clients receive the benefits of having a dedicated CFO at a fraction of the cost of a full-time CFO. For this reason, clients often stay with our firm for many years.  In fact, the first client of our firm over 20 years ago is STILL a client today.  Not only will you have access to the expertise of one CFO, you’ll have the full knowledge and experience of our entire team of CFOs, as well as the firm’s resources.

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Get on the path to long-term financial success

Contact us today