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Fractional CFO

Get monthly or quarterly strategy sessions with your very own CFO.

Financial blind spots can hold your business back.

There comes a time for many businesses when they hit a wall. They struggle or become stagnant due to:

  • Lack of cash flow and low profits
  • Stagnant revenue
  • Ineffective operations
  • Poor financial reporting
  • Loss of interest in the business

They need insights to move their business forward. For that, they need a chief financial officer.

Reignite your business growth with a chief financial officer.

A chief financial officer or CFO is a trusted advisor who provides critical financial support for your businesses. They offer insights to help your business grow, and they support you, the business owner, so you can get back your time and excitement for your business.

CFOs can provide immense value for your business. The problem is that a full-time CFO can be expensive — but that is where CFO2U comes in.

Get the insights of a CFO at a fraction of the cost.

A map to outline your path to profitability.

When you work with CFO2U, you get all the benefits of an in-house CFO without the exorbitant expense of a full-time chief financial officer.

With an outsourced CFO, you get a trusted advisor who can help with cash management, accounting, financial forecasting, budgeting, and seeing the story behind the numbers — at a fraction of the cost of an in-house CFO.

The Benefits of Using an Outsourced CFO

Work with CFO2U to:

Gain a high-level view of business profitability

Get rid of the financial time wasters

Get a better look at cash management and cash flow

Monitor KPIs to stay on your growth trajectory

How Our Outsourced CFO Solution Works

Step 1 – Discovery Session

Start with an initial discovery session where we outline business goals and vision, discuss the business owner’s personal vision and goals, review pain points and identify problems, set objectives to fix problem areas, determine what financial services are needed, and set KPIs and hold parties accountable.

Step 2 – Monthly or Quarterly Strategy Sessions

Hold one two-hour monthly or one two-hour quarterly strategy sessions to check in, adjust strategies, and create new goals and plans.

Step 3 – Ongoing Support

Get a team focused on working your financial toolbox. This team consists of a CFO, accounting leader, and bookkeeper who are available to answer your questions and keep you motivated and on track toward your goals.

Who Benefits from Using an Outsourced CFO?

Growth Stage Businesses

Monthly Strategy Sessions

  • Established businesses with $500,000 to $5 million in annual revenue
  • Focused on growth
  • Have financial reporting but need deeper analysis

Early Stage Businesses

Quarterly Strategy Sessions

  • New businesses focused on generating revenue and profits
  • Need guidance on managing growth
  • Nonexistent financial reporting structure
  • Non-structured financial processes

Bring the Benefits of an Outsourced CFO to Your Business

Whether your goals are to get your new business up-and-running with the right plan or to reignite your existing business, we work with you to:

  • Improve profits by analyzing your pricing, margins, and expense structures
  • Set up proper financial systems and reports for accounting, taxes, payroll, and more
  • Manage growth by setting up systems to manage cash flow and changing operational costs
  • Optimize your operations and install systems and tools that help you get more out of your time and effort
  • Bring the joy and excitement back to running your business by reliving your stressors

Get Financial Clarity In Your Business

Get monthly or quarterly strategy sessions with your very own CFO.