Outsource CFO

Many businesses do not require a full-time CFO, but every business needs financial direction and leadership. While no business should outsource vision and leadership from a CEO, many businesses can obtain the financial leadership they need from a part-time, outsource CFO.

CFO-Partner’s 70 years of combined experience operating businesses and guiding the financial health of companies has shown us that while every business’ needs are unique, the discipline, systems and accountability required to drive financial performance are the same.

We’re your experienced CFO at a fraction of the cost.

Outsource CFO Services

Strategic Counsel

Financial Analysis & Reporting

Cash Flow Management

Instill & Monitor Financial Discipline

Turnkey Financial Strategy

Trusted C-Suite Confidant

We Guide Companies at Every Phase

We tailor our outsource CFO services to meet the individual needs of your business. As seasoned business owners, we know about the challenges that lie ahead at every point in the business life cycle. Whether you're a startup in need of a part-time CFO or an established business in need of a sound expansion strategy, we can help. Our job as an outsource CFO is to help you answer the tough questions and ensure your company is positioned to capitalize on opportunities and mitigate risk at every phase.

Seed & Startup

You have a concept but need to how much it will take to bring your business concept to fruition. This is where our expertise comes into play. We work with startups to help them get their financial house in order, acquire capital and learn how to run a lean, scalabe business.

Growth & Establishment

You have a business that is generating income, but now you need to ensure your finances and operations are managed effectively. CFO-Partner assists clients in developing financial systems and monitors financial discipline to help their businesses grow.


You need to expand your business into new markets without putting your future at risk. Maybe you're thinking about acquiring a business to tap into a new market. CFO-Partner works with clients to evaluate their options, implement a strategy and solve expansion challenges.

Maturity & Exit

Profits are stable, but competition is fierce. You've reached the point that you need to raise capital for expansion or develop the best strategy to exit. CFO-Partner helps our clients evaluate their options and find the best and most profitable path forward.

Does your company need an outsource CFO?

  • Has your business grown to the point that you can no longer do it all yourself?
  • Are you profitable but have no idea where your cash is going?
  • Do you need better financial reporting and analysis?
  • Can you predict cash flow shortfalls before they surprise you?
  • Do you have a budget and financial forecast in place?
  • Are you looking for ways to acquire capital to scale your business?
  • Are you getting numbers from an accountant but are uncertain about what they mean or how they impact your business?

If you answered yes to any of these questions, your business could benefit from an outsource CFO.

Interested in outsource CFO services?

We're here to help.

Why Choose CFO-Partner as your Outsource CFO?


We're not overhead. We pay for ourselves by delivering results.


70+ years combined experience driving financial performance.


We speak the language of CPAs, CEOs, Bankers and Legal.