SmartBooks wrote the book on Small Business Finance - Literally. Learn More

Outsourced CFO Services

Take your business to the next level with senior level strategic financial oversight at a price designed for the budgets of small businesses.
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CFO Services for Small Businesses

Achieve your financial goals with the help of our team of CFOs.
Looking for an experienced CFO to set up the right processes and reporting to ensure better financial results from your small business? Or maybe you need ongoing support and thought leadership to help improve cash flow, better understand profitability and guide you on key financial decisions? Either way, our Outsourced CFO Services are designed with the needs, and budgets, of small businesses in mind.

Financial Accelerator

With our 90 day Financial Accelerator program, one of our CFOs will assess and remediate your current accounting and reporting, create or upgrade your budget and forecast and identify the key performance metrics that align with your desired business goals. With this program, you can enjoy the benefits of senior level strategic insight while minimizing the expense of a long-term CFO.

Ongoing Outsourced CFO Services

If you’re looking for more regular support from a CFO, we can help with that as well. Our plans are fully customizable based on our clients’ needs and communication cadence can range from Weekly, Monthly, Quarterly, Annually or on an As-Needed basis. 

“As an entrepreneur, having your finger on the financial pulse of your company is key.”

An organization that can take the day to day financial responsibilities off your hands, while at the same time providing the next level fiscal insight a growing company needs, is a hard find. SmartBooks is that company for us.

Glenn Grant Founder and CEO, G2 Technology Group

Benefits of Outsourced Finance Services

Outsource your finance department and get deep financial insight and the strategic direction necessary to take your business to the next level. With the help of one of our outsourced CFOs working in conjunction with your outsourced Accountant, you’ll have everything necessary to inform key financial decisions.

Reporting You Can Trust

Clean up your financial reporting so you have confidence it is accurate and you can use it to manage your business.

Financial Strategy Consulting

Our financial strategy consulting will arm you with the information you need and align financial operations with your business model and financial goals

Profitability Analysis

Your CFO will set up the systems necessary to evaluate profitability at the firm, business line,  and customer level, giving you key insights into areas of focus to drive higher profits.

Technology Systems Consulting

To ensure that your business can achieve your growth goals in a sustainable fashion, our outsourced CFOs will evaluate and implement the right systems, technologies and processes.

Financial Forecasting

With budgeting and forecasting, you’ll be able to plan and manage toward your growth goals faster and more effectively.

Financial Controls

We’ll put the right controls in place to protect you and your business from fraud and embezzlement.

Cash Flow Management

Remove a significant source of stress by getting a handle on cash flow by optimizing your invoicing, collections, and payables processes.

Selling Your Business

When you are thinking about selling your business, you need to get your accounting, finance, and legal house in order. Our CFOs have helped businesses sell for premium valuations.

The Financial Operating System By Cal Wilder

SmartBooks CEO Cal Wilder wrote the book on small business finance: The Financial Operating System.

Read Chapter 1 For Free

Interested In Learning More?

Schedule a 15 minute Discovery Call with our Client Success Team to see if SmartBooks might be a good fit for you.