What does an outsourced CFO actually do?
We’re your part-time financial strategist. From understanding margins to tax planning to big-picture forecasting—we help you make informed decisions that support long-term success.
Is everything virtual?
Yes. Our services are fully remote, secure, and built to support Baltimore business owners wherever they work—from desk to job site.
How do I know if I’m ready for CFO support?
If your business is growing and you're struggling to keep up with the financial side—or you can’t confidently answer key financial questions—it’s time.
Do you work with in-house accountants or bookkeepers?
Absolutely. We collaborate with your internal team or outside providers to make sure everything stays aligned.
Can you help with taxes too?
Yes! Tax strategy is a core part of our CFO services. As CPAs, we make sure your financial plan is tax-smart from day one.

