Outsourced CFO Services for Financial Firms

Overview
Why CFO?
FAQs
Testimonial
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Overview
Why CFO?
FAQs
Testimonial
Schedule a Call

Overview

Your clients need you more than ever when it comes to planning for their future, which leaves you little time for planning your business’ future. The more your business grows or evolves, the more imperative it becomes to have a well-planned strategy—and a trusted resource to help you stay on track. Through CFO Solutions, you can partner with an experienced, trusted financial practitioner to help you create a strategy that leads to the future you want for your business.

Your financial practitioner will work closely with you to develop a strategic partnership that best serves your business by defining and focusing on the financial aspects that matter most to your success. You can be confident that every recommendation you receive is tailored for your unique business’ interests and needs, and delivered in a timely, detailed fashion. Ultimately, CFO Solutions can provide you with what you really need as a business owner: confidence in your decisions.

Take the first step.

Why CFO Solutions?

Personalized Strategies

Your experienced CFO will:
• Assess your business’ current cash flow and unique operational needs, and anticipate future needs based on your growth goals.
• Educate and advise you on lines of credit, real estate investments, mergers or acquisitions, succession plans, and more, to ensure your business thrives.

Data-Driven Approach

Your experienced CFO will:
• Analyze data objectively to implement into annual benchmarks, monthly KPI reports, and dashboards for progress tracking.
• Develop, execute, and measure short-term goals and objectives within an overall, long-term business strategy.

Financial Success

Your experienced CFO will:
• Review your vendor relationships to find opportunities to reduce your operational expenses (your practitioner receives no commissions, gifts, or fees from vendors. All recommendations are based on what’s best for your business).
• Uncover ways to increase profitability, resolve cash flow issues, and optimize margins.

FAQs

What’s the difference between CFO Solutions and an accountant (CPA)?

Unlike your CPA, your CFO will focus primarily on financial strategies for growth and measurable outcomes, and executing financial plans for your business. They will work closely with both yourself and your CPA to ensure alignment and success.

Is there a specific company size that’s best for CFO Solutions?

No, CFO Solutions are tailored to fit the specific needs of your business, regardless of size. During your complimentary consultation, we will assess your business needs and make the most appropriate recommendation.

Do I have to invest in software solutions before my CFO starts?

No. Your CFO will have all the tools they need to analyze your businesses data from the start. However, if you’d like to have access to these software systems, you can consider adding it with our volume discount. Additionally, your CFO will review your vendor relationships, as part of the onboarding process, to uncover any additional software savings. Our recommendations are always objectively guided by what we think is best for your business. We do not accept fees or gifts from product vendors.

CFO Solutions

Overview

Take the first step.

Why CFO Solutions?

Personalized Strategies

Data-Driven Approach

Financial Success

FAQs

Hear why Jim Miller, CEO of Miller Financial relies on his CFO:

Ready to determine if CFO Solutions is right for you?

Set up a conversation with a business consultant today.

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