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Outsourced CFO Services – Services Provided for your Business

According to the U.S. Small Business Administration, more than a third of small businesses currently outsource business services. Companies outsource many functions in today’s economy, including accounting, payroll, IT, and marketing. When you hire an outsourced team, you don’t have to invest in training and setup costs. Outsourcing can simplify scaling your business because you can bypass the additional costs of having a larger team such as leasing a larger office, hiring more employees, and investing in more equipment. These outsourced teams usually consist of skilled professionals with the proper equipment to skillfully manage your tasks.



One of the most challenging things about running a small business is controlling your finances. Accounting is one of the most common services small businesses choose to outsource. If you’re not a financial expert, it can take a lot of time and practice to learn all the processes and compliance standards your company must meet.


At CPA by Choice we want our clients to succeed, we work closely with you to enhance your financial and accounting processes for optimal business outcomes. There are several scenarios where outsourcing Chief Financial Officer services (CFO) is the best way to address your business needs.


What is an Outsourced CFO?

Just like a normal CFO, an outsourced CFO is a finance leader outside of your organization who provides financial, business, and accounting services for your business. In other words, an outsourced CFO does exactly the same thing as a full time CFO but they are not a permanent employee. An outsourced CFO can work full-time, part-time, or as an interim for the duration of a project.


Types of Outsourced CFOs:



Common Outsourced CFO Services

Outsourced CFO services can help your business make informed decisions and identify problem areas, from planning and budgeting to risk management.


Outsourced CFO services include:

  • Financial Strategy: focuses on short and long-term financial plans of your organization and helps build a strategy according to what your company needs to reach its financial goals.

  • Financial Analysis: interprets your records, analyzes your current business landscape, and forecasts your company’s future.

  • Cash Flow Management: assists in cash flow management by monitoring financial transactions, determining which expenses are necessary for company growth and which can be cut or altered, and that your business brings in money.

  • Raising Capital: assists in determining how much financing you need and what mix of debt and equity financing is best for your goals, will also prepare accounting and financial presentations that are conducive to positive outcomes with potential investors or lenders.

  • Risk Management: identifies and addresses risk from your internal operations, current financial management, and external market conditions.


Benefits of Outsourcing a CFO

Typically, In-house CFOs ask for higher salaries and employee benefits similar to the company’s executive team. For scaling businesses, it can become difficult to afford their salaries and find time to hire the right candidate. Moreover, an outsourced CFO brings in a fresh perspective because they are motivated to keep up with best practices that enable them to continue bringing new clients and they also have visibility to other businesses and can expose your business to new ways of doing things.


We know you already manage many responsibilities in your business, allow us to take on your CFO responsibilities. Find out how our professionals and personalized services can save you time, money, and frustration with managing your accounting and tax needs. We are available to answer your questions, feel free to call us or send us a message.


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