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Outsourced CFO Services for Confident Business Growth

Need CFO experts so you can get financial support and clarity for your business decisions?

We offer high-level financial leadership in situations that demand more than a bookkeeper, whether you’re scaling your business, raising capital, or experiencing a leadership change.

Talk With A CFO Specialist

When Your Business Needs CFO-Level Financial Leadership

Our outsourced accounting services provide businesses with immediate access to CFO expertise without the cost and complexity of a full-time CFO hire. When it comes to strategic planning, growth goals, or KPIs, we customize our solutions to meet your current and future needs.

What We Deliver

What Our Outsourced CFO Services Include

No matter your unique situation, our CFO team quickly integrates to provide you with cash flow clarity and strategic financial insights through these services:

Financial Reporting

We track leading operational KPIs that drive financial outcomes. We intervene and provide insights before the financial impacts materialize.

Technology Implementation

We help select and implement business accounting software that provides a comprehensive view of financial data.

Budgeting and Forecasting

We develop detailed financial forecasts with monthly updates to show expected performance and guide your business growth.

Cash Flow Management

We regularly review and update your cash forecast to help you make operational decisions with the most up-to-date information.

Scenario Planning

We model multiple scenarios for major decisions, such as acquisitions, market expansions, and product launches, to inform strategic decisions.

CFO Advisory

We’ve designed our CFO consulting to help you navigate growth and complex financial transactions, including M&A support and post-close integrations.

Person reviewing financial statements and reports on wooden desk for outsourced cfo services analysis

How It Works

How CDH Delivers Outsourced CFO Services

Our fractional CFO and controller services follow a structured process to support your financial and strategic decision-making.

Here’s how it works:

1

Discovery and Financial Assessment

Our first step is a discovery call to discuss your business finance function. We conduct a deep-dive assessment of your current accounting systems, workflows, and financial records to understand the financial position.

2

Engagement Setup and Team Integration

We work alongside your existing team to strengthen accounting processes, fill gaps, and help the team gain clarity and capability.

3

Ongoing Strategic Advisory and Reporting

We turn financial data into ongoing actionable insights that support your tax planning, budgeting, and financial decision-making. We also ensure you get custom KPIs and real-time financial dashboards.

4

Review, Adjust, and Scale

We review the financial data we’ve found in plain language. We also recommend actions based on the impact.

Schedule A Strategic Call

Turn Financial Insight Into Better Business Decisions

Financial statements can feel technical, dense, and full of terminology. At CDH, we provide CFO advisory services to help you understand your financials so you can gain insights into profitability, cash flow, and your overall company’s health.

Who It’s For

Who Benefits Most From Outsourced CFO Services

From a startup to a private equity-backed firm or any business in between, here are several scenarios where outsourced accounting can help you address certain circumstances:

Business team analyzing financial charts and graphs with calculator for outsourced cfo services planning.
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You want outsourced accounting services that integrate in days, not months.

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Your business is taking off, and you don’t have enough time for budgeting, forecasting, and analyzing financial results.

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You run a small, mid-sized business, but you’re making financial decisions based on instinct instead of financial data.

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You’ve raised capital to expand your business and need to update your investors on your profit margins, customer acquisition costs, and other KPIs.

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Your in-house financial expert had given a notice to leave, and you could use more expertise in financial planning and analysis.

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You have a controller or bookkeeper who can’t interpret the financial reports they prepare and present.

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Your business isn’t performing as well as it should, and you need an objective outside perspective to identify where it’s falling short.

Why CDH

Why Choose CDH

Here’s what sets our CFO services apart:

Tailored CFO Experts

You get CFO leadership backed by bookkeeping and controller support that is the right fit for your situation.

Investor Ready Financial Reporting

We deliver monthly financials on time to help you make informed decisions and meet your compliance.

Customized Systems and Processes

We review your tools and workflows to identify and fix the ones that aren’t working for your business. We take care of system implementations and processes, for example, Sage Intacct integrations.

Professional man in glasses discussing financial strategy at desk with colleague during outsourced CFO services consultation.

Frequently Asked Questions (FAQs)

Check out the questions our clients often ask about our outsourced CFO services:

Can an Outsourced CFO Help Us Prepare for a Capital Raise or Acquisition?

Yes. Our outsourced CFO services can help you assess your financial reporting to instill confidence in your lenders and investors.
Besides, we help with acquisition by assessing systems, processes, the team, and risks to ensure integration success.

How Do We Know When We Need a CFO vs. a Controller?

You can consider a part-time senior CFO when you’ve outgrown the controller but aren’t ready for a full-time hire yet.
With a CFO, you will get an outside diagnosis of your internal finance. They can help you know whether to make an acquisition or fund the expansion you’re considering, or how to structure your next hire.

What Reporting Cadence Should We Expect From an Outsourced CFO?

You can expect an outsourced CFO to deliver:
* Budget vs. actual analysis
* Monthly financial statements
* KPI dashboards tailored to your industry
* Advisory review and insights on the next actions

Do Outsourced CFO Services Include Tax Strategy, or Is That Separate?

Our accounting and tax outsourcing services include integrating tax optimization and ensuring your financial reporting supports tax compliance across multiple countries.

What Happens to Our Outsourced CFO Engagement If Our Business Grows Significantly?

Our CFO engagement is designed to evolve with your business needs. We can increase our advisory commitment and shift our strategic CFO support.

How Much Does an Outsourced CFO Cost, and What Affects the Price?

The cost of an outsourced CFO depends on the size and complexity of your business. We scope it during the first discovery call and give you the price before we start.

Take the Next Step Toward Stronger Financial Leadership

At CDH, we understand the challenges business owners face in managing their financial growth. Whether you’re looking to scale your operations, streamline financial processes, or explore new market opportunities, CDH offers support and strategic oversight.

Talk To Our CFO Experts