CFO Outsourcing Service

Whether you’re experiencing growth, you’ve had a reduction in staff or you just want to understand your company’s finances more in-depth, an outsourced CFO may be the right fit for your company. Our outsourced CFO relationships often serve as independent, objective sounding boards for our clients. Having access to a financial expert can be invaluable to your business. The ability to consult with a CFO provides peace of mind because we help our clients attentively navigate complex financial issues and situations.

At CFS, we provide you with a tailor-made CFO or Controller. We understand that you may require financial expertise and business advice but can’t afford the services of a full-time CEO or think it’s not necessary for your business. Outsourcing this position reduces the cost of hiring a permanent employee – plus, we go beyond tracking expenses to provide assistance with budgeting, forecasting and explaining financial statements, cultivating relationships and other responsibilities that involve an experienced financial advisor. At CFS, we specialize in the following:

Strategic Planning: We advise on business structure; business relationships; calculate and monitor compliance with loan covenant ratios; profit and gross margin analysis; mergers and acquisitions analysis and other critical business advisory relationships.
Accounting: We develop modeling for cash flow, budgeting and projections;  assist with the preparation of monthly or quarterly financial statements for management; and provide guidance for accounting policies and procedures.
Tax: We are experts in assisting with business and individual tax preparation, planning and consulting. Our clients rely on us to assess and provide the most effective, appropriate and valuable tax decisions for their situation. We also collaborate with clients who outsource tax compliance and planning to help minimize their costs.
Human Resources: We establish payroll and employee benefits packages and procedures; perform compensation consulting services; and assist in recruiting accounting personnel as your business grows.
Financial Planning: We assist with a variety of financial topics such as budgeting, expenses, debt, savings, retirement and insurance, among others.
The ultimate goal is to assist our clients as they achieve success. Our CFO outsource service will improve the quality and accuracy of your financial situation.