Answers to Your CFO Services Questions

A CFO (Chief Financial Officer) helps you understand your numbers, plan for growth, and make confident financial decisions. While your bookkeeper records transactions, your CFO analyzes financial data, creates strategies, and ensures your business is financially healthy.

We focus on profitability, cash flow, forecasting, and long-term planning — so you can run your business with clarity. We include the bookkeeping in our Outsourced CFO services.

Bookkeeper: Tracks daily income and expenses.

Accountant: Prepares taxes and financial statements.

CFO: Uses that information to guide your business decisions.

In other words, we turn your financial data into a strategy for growth and sustainability. Our outsourced CFO services include the tracking of daily income and expenses and the preparation of financial statements. We take a proactive approach to tax planning and ensures compliance with tax laws. As all work closely together for optimal financial management.

A bookkeeper handles day-to-day financial transactions and record-keeping, while an accountant reviews the financial statements, provides tax planning advice, and ensures compliance with tax laws. Both work closely together for optimal financial management.We start with a CFO Strategy Session — a deep dive into your finances, goals, and current challenges. From there, we build a custom monthly plan that includes: Cash flow forecasting, KPI and profit analysis, and Budgeting and strategic planning. You will have regular strategy meetings and ongoing support to help you make data-driven decisions.

We work with established entrepreneurs, service-based businesses, and S-Corporations earning at least $200K+ in annual revenue (or positioned for rapid growth). If you’re serious about scaling, improving profitability, or preparing for funding — our services are designed for you.

Yes, we offer remote CFO services using secure online tools and software, allowing you to access your financial information from anywhere at any time.

We use various industry-standard accounting software such as QuickBooks, Xero, and FreshBooks, depending on your specific needs and business type.

Our CFO service packages start at $3,000 per month and are tailored based on the level of support and complexity your business requires.

You’ll receive transparent pricing before we begin — no hidden fees, ever.

Yes! We offer a 10-Minute Discovery Call to learn about your business and determine if CFO services are the right fit. If we move forward, your investment in that call is applied toward your onboarding or strategy session.