Executive financial leadership, without a full-time executive salary.
Between a bookkeeper and a full-time CFO sits the stage most growing companies are actually in — enough complexity to need financial leadership, not enough scale to hire it outright. We fill that seat: forecasting, capital strategy, margin discipline, and the difficult conversation before the difficult quarter.
Outsourced CFO Services for clients with real complexity.
- Companies scaling past the point where the owner can hold finance in their head
- Businesses preparing for a raise, a credit facility, or an acquisition
- Multi-location and multi-entity operators needing consolidated visibility
- Boards and investors requiring disciplined reporting from a portfolio company
13-week cash forecasting
A rolling view of liquidity so payroll, tax, and capital decisions are made weeks ahead rather than the morning of.
KPI and margin reporting
The handful of metrics that actually drive your model, tracked and interpreted — not a forty-page pack nobody reads.
Capital and lender strategy
Preparation of packages, covenant modeling, and support in negotiations with banks and investors.
Board-level presence
A CPA who can present the numbers, defend the assumptions, and answer the follow-up question in the room.
How a outsourced cfo services engagement runs.
Financial diagnostic
A review of results, unit economics, and cash cycle to establish where value is created and where it leaks.
Model build
A driver-based operating model and forecast tailored to how your business actually earns.
Monthly cadence
Reporting pack, variance discussion, and a short list of decisions for the coming period.
Strategic projects
Pricing, capital, expansion, and exit work layered in as priorities emerge.
What clients ask before engaging.
How much time is included?
Engagements are typically structured as a fixed monthly retainer covering a defined cadence of reporting and meetings, scaled to your size and complexity.
Do we still need a bookkeeper?
Someone has to maintain the transactional layer. We can supervise your existing staff or provide it ourselves, then build the CFO function above it.
How quickly do we see value?
Most clients get a usable cash forecast and a corrected margin picture within the first 30 to 60 days.
Ready to work with a CPA firm that treats your finances like their own?
Schedule a complimentary consultation with Selim Hanna, CPA, and see how strategic advisory can protect and grow your business.