Outsourced CFO

Depend on experienced, high-level professionals to provide the financial insights you need to meet the challenges you face.

A CLA outsourced CFO can help owners, management, and board members solve financial management issues by providing unique industry-specific guidance.

"I can sleep well at night because I know the thorough work the CLA team brings to their CFO services. They take time to ensure I understand our financials and their quarterly reports help our board fulfill its duties."


Dave Wickstrom, Executive Director, Alliance of Disability Advocates

What’s on your mind?

• Access to executive-level skills and experience on an interim or permanent basis
• Utilizing CFO-level assistance on an as-needed, part-time, or full-time basis
• Finding help for strategic planning and acquisitions
• Obtaining financial leadership through key business changes (e.g., IPO, business integration, new system, and growth)
• Accessing timely, reliable financial information to make critical decisions
• Improving clarity in financial reporting
• Evaluating equity transactions and owner protection
• Developing key relationships: venture capitalists, bankers, auditors, and lawyers
• Maintaining a vital flow of financial information during employee turnover or leaves of absence
• Focusing on your business rather than office personnel and support
• Selecting and implementing accounting software

A unique approach

We provide growing and established organizations with experienced CFO-level talent on an outsourced, part-time basis at a fraction of the cost of a full-time employee. During interim periods, we bring experienced professionals with specialized skill sets to navigate times of transition when you can’t afford to be without a CFO. Our CPAs and consultants work on site, which positions us to immediately address pressing financial concerns, mentor staff, and help you make critical decisions.

Outsourced CFO services

• Management of the finance infrastructure (accounting, treasury, finance)
• Financial, business, and strategic planning and implementation
• Hands-on guidance during transitions (e.g., medical leave, IPO, business integration, or leadership succession)
• Cash flow management and projections
• Budgeting and forecasting
• Private equity and debt financing
• Bank financing and investor meeting preparation
• Audit preparation and liaison with audit firm
• Key metric benchmarking and trend analysis
• Accounting software selection and implementation
• Blockchain and distributed ledger technology
• Financial and operational improvement plans
• Mergers and acquisition support
• Risk management
• CLA Global Concierge Services℠
• Contract review
• HR support and help desk
• A complete suite of outsourcing services
• Fund administration, finance, and accounting