Outsourced CFO Services
An outsourced CFO provides senior financial leadership without the cost of a full-time executive — owning cash flow, budgeting, forecasting, board reporting, and strategic financial decisions.
What's Included
- Cash flow forecasting and management
- Annual budgeting and quarterly reforecasts
- KPI development and dashboards
- Board and investor reporting
- Fundraising and lender prep
- Pricing and margin analysis
- M&A support and due diligence
- Finance team build-out
Who This Is For
- Businesses doing $1M-$50M in revenue
- SaaS and tech companies between seed and Series B
- Service businesses scaling beyond founder-led finance
- Investor-backed companies needing reporting
- Owners preparing for exit
- Nonprofits needing senior finance leadership
How to Choose
- 10+ years of finance leadership experience
- Industry experience that matches your business
- Defined deliverables and cadence
- Clear monthly or hourly pricing
- References from current and former clients
- Comfort working alongside your bookkeeper and CPA
Frequently Asked Questions
How much does an outsourced CFO cost?
Outsourced CFOs typically charge $3,000 to $10,000+ per month depending on hours, complexity, and industry.
What is the difference between outsourced, fractional, and virtual CFO?
They overlap heavily. Outsourced and fractional usually mean part-time external CFO; virtual emphasizes remote delivery. All three contrast with a full-time in-house CFO.
When do I need an outsourced CFO?
Most businesses bring on an outsourced CFO between $1M and $10M in revenue, or when complexity (investors, multi-entity, M&A) exceeds what a controller can handle.
Do I still need a bookkeeper and CPA?
Yes. An outsourced CFO works alongside your bookkeeper (transactions) and CPA (tax). Each role is distinct.
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