Tailored Financial Solutions

The CFO Firm offers a custom suite of financial and accounting services tailored to your growing business’ challenges and opportunities.

Our varied experience working with clients across many different industries and verticals allows our firm to supply the structure, planning, and accountability you need to reach the next level in your unique business sector.

From local businesses to international corporations and even startup entrepreneurs, the CFO Firm gives our clients the personnel and resources necessary to expand and develop their business operations. Our certified financial operators are skilled professionals with experience tackling the accounting and finance problems with which all businesses grapple.

Some of the most common challenges we’re hired to solve include the following:

  • Disorganized financial records and bookkeeping
  • Unstructured or unclear financial practices
  • Limited in-house accounting and financial resources
  • Business valuation and associated action steps
  • Exit planning and preparation

Make the CFO Firm a central part of your year-round accounting process. We serve large and small businesses across the country that are working to expand their capabilities. Our professional staff does not offer cookie-cutter solutions to complex problems. We customize our services to suit your needs. We’ve helped businesses grow their market share in local industries including healthcare, maritime, oil and gas, construction, and more.

What to Expect?

All of the CFO firm’s clients follow a two-week onboarding timeline that will allow us to set realistic goals and processes based on your specific challenges. After you contact us to discuss those challenges, we can proceed through the following steps:

  1. Initial Assessment
  2. Client Onboarding Meeting
  3. Service Contract Signing

If your business is ready to make our team part of your team, contact the CFO Firm today for a free consultation. We look forward to working with you.