FOR GROWING BUSINESSES
Outsourced CFO Services
Get senior financial leadership without adding a full-time executive. Our CFOs plan cash, build forecasts, and prepare you for lenders and investors, so decisions rest on numbers you trust.
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Experience represented across our CFO network.
Why Growing Companies Turn to CFO Outsourcing
Most growing companies reach a point where the bookkeeper can no longer answer the questions leadership is asking. The books are current and the taxes are filed, yet nobody can say with confidence what cash will look like in ninety days, whether a new hire is affordable, or what a lender will want to see. A full-time CFO would solve that, but at this stage the role is rarely justified, and the salary, benefits, and equity that come with it are hard to absorb.
That gap is exactly what cfo outsourcing services are built to fill. An outsourced CFO provides senior financial leadership on a part-time basis, sized to the work your business actually needs. You get someone who has run finance at companies like yours, who can build the forecast, challenge the assumptions, and sit in the room when big decisions are made.
Just as important, an outsourced CFO works with the team you already have. Your bookkeeper or controller keeps handling transactions and the monthly close, and the CFO builds on that work, adding structure through regular accounting oversight and reporting that leadership can rely on. Nobody gets replaced, and nobody has to learn a new system for the sake of it.
The result is a finance function that grows with the business: lighter than an executive hire, far stronger than bookkeeping alone, and focused on the decisions that move cash and margin.
What an Outsourced Chief Financial Officer Handles
Get matched with a CFO who brings structure, visibility, and discipline to your finance function. These outsourced CFO solutions are scoped to your stage and priorities, not sold as a fixed package.
Strategy and Planning
Set financial priorities that match your growth goals and turn them into a reliable plan the whole leadership team can follow.
Forecasting and Budgeting
Build annual budgets and rolling forecasts tied to real operating activity, so the numbers stay useful well after the first quarter.
Cash Flow Management
Gain clear visibility into receivables, payables, and working capital, with early warning before a shortfall becomes a problem.
Profitability and KPI Reporting
Track margins, unit economics, and the KPIs that matter, in monthly reporting that explains what changed and why.
Financing, Investor and Board
Prepare lender packages, investor updates, and board materials, with a senior voice in the room when capital is on the table.
Financial Systems and Controls
Strengthen the close process, reporting structure, and internal controls so the numbers you rely on are accurate and timely.
How It Works
How Our Outsourced CFO Engagement Works
Three steps. Two minutes. Zero guesswork.
1
Tell Us What You Need
Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.
2
Get Matched
We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.
3
Choose Your CFO
Speak with up to five CFOs, compare perspectives, and select the right fit for your business.
Outsourced CFOs with Real Operating Experience
All CFOs are experienced operators with backgrounds in scaling businesses, operational finance, and financial leadership.
Michael M. - Bringing Fortune 500 Finance to Growing Companies
Industries: SaaS / Technology · Healthcare · Ecommerce · Professional Services · Nonprofit · Insurance · Retail · CPG · Real Estate / Construction
Fractional CFO with 15+ years of experience helping companies improve financial performance, strengthen cash flow, and scale operations. Works with businesses across industries, supports leadership with forecasting, KPI reporting, fundraising, and M&A readiness. Has held senior finance roles at CVS Health and Penn State Health, working with multi-billion-dollar budgets and complex operations.
Brandon M. - Driving Liquidity, Scale, and Enterprise Value
Industries: SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction
Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
Ben H. - Optimizes Cash Flow and Builds Financial Infrastructure for Scaling Companies
Industries: Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export
Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.
Jeff B. - Complete Financial Leadership Without Fragmentation
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG
CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.
Ben F. - Big 4 Real Estate Expertise – Without the Big 4 Price Tag
Industries: Real Estate · Construction · Hospitality · Asset Management · Family Office · Property Management
Seasoned finance executive with over 15 years of experience leading financial strategy, operations, and investment oversight across complex real estate portfolios, development platforms, and family offices.
Before moving into principal-side roles, spent nearly a decade in Big 4 and mid-market advisory with KPMG, RSM, and BDO, conducting due diligence for multibillion-dollar real estate and private equity transactions. Holds a Master of Professional Studies in Real Estate from Georgetown University.
Hugo M. - Fixing Cash Flow and Building Scalable Finance
Industries: Manufacturing · Professional Services · Real Estate / Construction · Distribution
A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.
Our community includes 30+ experienced CFOs across industries.
Signs Your Business Needs an Outsourced CFO
Most owners don’t wake up one day and decide they need a CFO. The signs build gradually, and they usually show up in decisions before they show up in the books. Outsourced CFO consulting tends to make sense when several of these are true at once:
- Cash is tight even though sales are growing, and no one can explain why.
- Budgets get built once a year and are ignored by March.
- A lender, investor, or buyer is asking for forecasts or reporting you can’t yet produce.
- Hiring, pricing, or expansion decisions are being made on instinct.
- Month-end close runs late, and the numbers change after you’ve seen them.
- You plan to raise capital, refinance, or sell within the next 12 to 24 months.
- The owner is still the finance department, and it’s pulling time from the business.
Another common trigger is a departure. When a CFO, finance director, or controller leaves, reporting and cash planning tend to slip within weeks. A temporary and interim CFO can cover the role while you decide what the permanent setup should look like, so the team has continuity and there is no gap in oversight.
If cash is the main worry, start with cash flow management. It is usually the fastest way to see what a CFO changes.
What You Gain from an External CFO
The core benefit of an external CFO is senior judgment at a cost the business can sustain. A full-time CFO usually means a six-figure salary plus benefits, bonus, and often equity, before you have confirmed the role needs forty hours a week. External CFO services let you pay for the hours and expertise the business needs today, and scale them up or down as things change.
Outsourced CFO pricing depends on scope and complexity. Engagements generally fall into three patterns: a one-time project starting at $750, ongoing support starting at $2,500 per month, and more intensive involvement starting at $7,000 per month. Looking at the outsourced CFO services cost up front makes it easier to compare against the fully loaded cost of a full-time hire, or against agencies that add commissions and markups on top.
Beyond cost, businesses gain faster decisions, earlier warning on cash, reporting that lenders and investors take seriously, and a leader who can pressure-test plans before money is committed. Smaller companies get the same caliber of financial leadership larger ones take for granted. See how that works as a CFO for small business.
There is a practical upside inside the business too. Owners get hours back from finance work they were never trained for, and the leadership team gets one set of numbers everyone trusts. That shared view tends to shorten budget debates and make trade-offs between growth and cash far easier to decide.
Why Choose Our Outsourced CFO Services
What sets our network apart is who you are hiring and how. Every CFO is an independent professional with real operating experience, not a consultant handed off to a junior team after the sales call. Many have run finance inside manufacturing, SaaS, healthcare, real estate, and professional services companies, so the conversation starts at your industry rather than at the basics.
There is also no agency layer. You contract with the CFO directly, which typically comes in around 30% below what a traditional consulting firm charges, and the pricing is published instead of hidden behind a sales process. Because the relationship is yours, the CFO’s incentive is to deliver for your business, not to stretch the engagement.
With 30+ CFOs across industries and company sizes, the fit can also change as you do. A project-based engagement can become ongoing support, or step up ahead of a raise or an exit, without starting the search from scratch.
Finally, you are not locked into a single viewpoint. Because you speak with several CFOs before choosing, you can test their thinking against your actual situation and pick the person whose approach and style fit how your leadership team works.
FAQ
Cost depends on scope, hours, and complexity. As a general guide, one-time projects start at $750, ongoing CFO support starts at $2,500 per month, and intensive engagements start at $7,000 per month. Because you work with the CFO directly, there are no agency commissions or markups added on top of the rate.
In practice, yes. Both terms describe a senior finance executive who works with your company part-time instead of as a full-time employee. “Outsourced” tends to emphasize that the function is external to your payroll, while “fractional” emphasizes that you buy a fraction of the role. The work and the engagement model are the same.
It varies with the size and complexity of the business. Some engagements run a few hours a week, while others are closer to a day or more per week during a raise or a restructuring. The hours are agreed up front and can be adjusted as your needs change.
Project work, such as building a forecast or preparing for a raise, may wrap up in weeks. Ongoing support often runs for a year or longer, and interim coverage lasts until a permanent hire is in place. Most engagements can be extended, scaled down, or ended with reasonable notice.
Usually the CEO or business owner, and often the board or investors where one exists. The CFO also works day to day with your controller, bookkeeper, or finance team, so reporting lines stay clear without disrupting the people already running your books.
No. A CPA license is not required to serve as a CFO, and what matters most is operating experience at companies like yours. Many outsourced CFOs do hold the CPA, and if you need one for tax or audit-related work, you can make that a requirement when you speak with candidates.