CFO Services

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CFO Services

CFO Services

Outsourced CFO
CFO Support
Financial Leadership

Strategic Accounting & Finance

Strategic Accounting & Finance

Financial Modeling
Profit Optimization
Financial Planning & Analysis
Metrics & KPIs
Budgeting & Forecasting
Treasury & Cash Flow Management

Process Transformation

Process Transformation

ERP Design & Implementation
Process Automation
Business Intelligence Improvements

Process Transformation

Mergers & Acquisitions

Due Diligence
Buy & Sell – Side Support
Post-Acquisition Integration
Debt & Equity Financing Support

Extension of Your Team

Extension of Your Team

Management Reporting
External Financial Reporting
IPO Support
Audit Preparation & Support
Project Management
Special Projects

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Are You A Financial Executive?

Your World Is Complicated. We Understand.

You have a mile-long list of goals and initiatives, and rarely enough hours in the day.When resources are stretched and outcomes are critical, wouldn’t it be nice to have a team of proven A-players on your bench? Our clients count on us time and again to jump in, ramp up to speed with minimal direction, and get the accounting and finance results they need.

Get In Touch

“You should feel great about the role that CFO Alliance played in Sun Dental Labs Reg A offering. Given the newness of the Reg A offering, your team’s effort was particularly impressive. In all my years I have never seen the accounting aspects fly through so seamlessly. Congrats.”

– DARRELL SMITH, CO-CHAIR SHUMKAER, LOOP & KENDRICK LLP CORPORATE & SECURITIES LAW DEPARTMENT

“We had great success working with the CFO Alliance on special projects – as their talented team accomplished highly technical goals related to our acquisitions”

– KEVIN ADAMEK, RED VECTOR

 

“Hiring CFO Alliance was a home run.”

– TONY DIBENEDETTO, TRIBRIDGE

“CFO Alliance is a team of fast learners who were able to quickly grasp the complexities of our business. They are also exemplary communicators, skillful at sharing crucial information. Their detailed and thoughtful approach resonated with executives and employees across the organization.”

– BEN WARD, PEMCO WORLD AIR SERVICES

“CFO Alliance gained respect and buy-in from our executive team and private equity sponsors in a very short time frame. That is a tall order, and something I haven’t seen others accomplish as easily. CFO Alliance has a unique ability to instill confidence in everything they do.”

– ALAN BUTCHER, DIVERSIFIED MAINTENANCE

“It’s been a pleasure to have the support and expertise of the CFO Alliance team on our side – they continuously provided the right skill sets at the right time to meet our business needs”

– PJ SHIEL, DIVERSIFIED MAINTENANCE

“CFO Alliance is a great partner, communicating effectively throughout the process, and strategically thinking to get results.”

– BRAD HALE, BLOOMIN’ BRANDS

“When you hire CFO Alliance, you get access to a talented team, so you are not just hiring one consultant. Brooke is also very careful to not overpromise to complete the assignment. We have hired CFO Alliance again for another assignment. They have provided real value to us, and have even come in under budget both times.”

– DEREK HENNECKE, XCELIENCE

“With rampant growth, things were starting to get out of control. CFO Alliance came in to coach us and help us implement refreshed processes and controls to make sure we could continue to succeed. Their depth of insight and energy seems endless.”

– ANDY HAFER, DYNAMIC COMMUNITIES

“Throughout our company’s transition into a growth mode, CFO Alliance played a critical role supporting our executive team and was a trusted source of financial expertise, stability and honest feedback. I highly recommend their services.”

— SCOTT MECKLEY, MARS COMPANY

“I would highly recommend CFOA to other finance leaders who are looking for additional resources to tackle complex projects. We engaged CFO Alliance to assist with several projects over the last two years. We have found their team to be highly professional, focused on delivering a quality work product, and very responsive to deadlines.”

– JEFF SJOBECK, COADVANTAGE

“CFO Alliance is amazing!”

– LIZ SZELTNER, SUN DENTAL LAB

Are You An Entrepreneur?

We Understand Entrepreneurs Because We Are Entrepreneurs.

Entrepreneurship is a journey. If you’re at a crossroad wondering who you can count on to lead the financial side of your business, you’re not alone. We have helped many people navigate the same terrain by serving as their outsourced CFO.

Entrepreneurs hire us to help them keep their finger on the financial pulse of the business.

When they are seeking clarity into the business that isn’t readily available. When they want access to better data, more quickly.

When they don’t want to be bogged down worrying about the financial side of the business. They want to know that someone has it covered. That it’s working. THAT THEY ARE FREE TO PURSUE GROWTH.

Imagine what you could do – what you could build – with a trusted financial partner by your side.

WE ARE that trusted partner.

We Can Help
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Ready to Focus On Growth?