Outsourced CFO services for Maryland small businesses
An outsourced CFO gives a small business senior financial judgment without a full-time executive salary. We help owners improve controls, manage growth and uncertainty, raise profitability and build business value, working from your own numbers.
What’s included
- 01
Financial controls
Who can spend, approve and pay, written down and checked, so money doesn't leak.
- 02
Cash flow planning
When money comes in and goes out, months ahead, so payroll is never a surprise.
- 03
Growth and uncertainty
Budgets and scenarios for the decision in front of you, with the tax side included.
- 04
Profitability
Which products, clients and months actually make money, and what to do about the ones that don't.
- 05
Business value
The habits and records that make a business worth more to a buyer, a lender or the next generation.
Who it’s for
- Owners making a big call: hiring, expanding, borrowing or selling
- Businesses growing faster than their financial controls
- Companies with good revenue and confusing profit
- Start-up owners who want to build it right from the start
Who it isn’t for
If your books aren't kept yet, start with bookkeeping. A CFO needs clean numbers to work with.
“As a small business owner, I need an efficient accountant to file my taxes and keep me updated on information beneficial to business owners. Mr. Joseph files my taxes every year and he is very efficient and professional. He responds to calls and I have never had any problem with the IRS. The office is very clean and his staffs are very professional. I recommend his services to all”
Outsourced CFO: questions
What is an outsourced CFO?
A senior finance professional who works for your business part-time, giving you CFO-level planning and controls without a full-time salary.
How is this different from bookkeeping?
Bookkeeping records what happened. CFO work uses those records to decide what should happen next.
What does it cost?
It depends on how often we meet and what the business needs. You get a free quote before any work starts.
MORE FROM THE SAME FIRM
- Tax preparation & planningIndividual, business and multi-state returns, planned through the year and filed by a Maryland CPA. When a letter comes from the IRS, we answer it for you.
- Bookkeeping & accountingYour back office, replaced. Monthly books, reconciliations and financial statements kept current, so tax season is a formality and decisions run on real numbers.
- HR & payrollPayroll that runs on time, benefits administered correctly and HR handled by Yetunde Apanisile, SHRM-SCP, with more than 20 years in the field.
Get a free quote for outsourced cfo.
Tell us what you need. You get a free quote on regular or one-time work before anything starts.