What’s included in outsourced CFO services?
Budgeting, forecasting, margin review, pricing analysis, compensation planning, KPI dashboards, and strategic financial advice.
Can you work with my existing bookkeeper or controller?
Yes. Most clients already have internal staff. The outsourced CFO acts as a strategic leader to tie it all together.
Is this a full-time commitment?
No. Services are flexible and fractional—designed to provide high-impact support without the cost of a full-time CFO.
Do you offer services virtually?
Yes. Everything from onboarding to advisory meetings is delivered remotely, using encrypted platforms and real-time dashboards.