Get Expert Accounting Solutions that Strengthen Your Business
For over 25 years, Strategic CFO® has helped companies navigate financial complexity with clarity and control. Whether you’re cleaning up poor accounting to improve financing potential, preparing for sale, or facing operational distress, we step in with strategic financial leadership, fast.
Our team provides interim CFOs, controllers, and accounting consultants to stabilize operations and lead through transitions. Through our trademarked NearSourcing™ Accounting Solution, we blend in-house oversight with outsourced efficiency to help businesses reduce accounting costs by up to 50% annually.
We also offer CPE training and courses to develop internal financial leadership and strengthen your team from within.
NearSourcing™ Accounting Solutions is a hybrid model that combines on-site financial leadership with remote daily accounting support. You get the benefits of an in-house team without the overhead.
Your NearSourcing™ team includes full-time accountants, CPAs, and Controllers who act as a true extension of your organization. We don’t just handle bookkeeping. We deliver real-time reporting, strategic insights, and hands-on financial management to help you make better business decisions.
From cash flow and budgeting to forecasting and compliance, we support your operations with proactive guidance and customized reporting. Our approach ensures accuracy, accountability, and agility so you stay ahead of financial challenges.
With NearSourcing™ Accounting Solutions, you gain enterprise-level accounting support at a fraction of the cost of building an internal team. Let us handle the numbers while you focus on growing the business.
Strategic CFO® offers comprehensive accounting and business consultation solutions designed to optimize financial performance and drive strategic growth. Our expert team of CFOs, CPAs, and financial consultants provide hands-on support for financial management, cash flow optimization, forecasting, budgeting, and profitability analysis. We deliver customized solutions tailored to each client’s unique challenges, whether it’s streamlining accounting processes, enhancing financial reporting, or implementing robust internal controls. With a focus on strategic planning and data-driven decision-making, we help businesses navigate complex financial landscapes with confidence.
Our experienced interim CFOs, CEOs, and Controllers step in to manage critical financial functions, including cash flow management, financial reporting, budgeting, forecasting, and strategic planning. Whether you’re navigating a transition, restructuring, or preparing for growth, our interim CFOs, Controllers and Financial professionals offer hands-on guidance to stabilize and optimize your financial operations. These positions may become permanent if desired by both parties.
Elevate your role from number-cruncher to strategic leader with Strategic CFO’s suite of training and development programs. Whether you’re a CPA, controller, accountant, or rising financial executive, our offerings are designed to equip you with the real-world tools, strategic mindset, and leadership skills to thrive at the highest levels of business.
We offer a variety of educational resources, including:
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The Art of the CFO® – Earn 36 CPE Credits in our flagship, in-person workshop
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From Operations to P&L Leader Workshop – Train cross-functional leaders to think like the CFO
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The Art of the CFO® Self-Study Program – Master The Art of the CFO anytime, anywhere
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SCFO Lab – A library of tools, templates, and lessons from our consulting practice
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Wiki CFO® – A free library of educational articles on accounting, finance, banking, and business leadership
NearSourcing™ Accounting Solutions
Save 50% annually on accounting
The Art Of The CFO®
THE ART OF THE CFO®
Strategic CFO™ Self Study
ENHANCE YOUR FINANCIAL LEADERSHIP SKILLS FROM THE COMFORT OF YOUR OWN HOME
Strategic CFO™ Lab
GET ACCESS TO YOUR STRATEGIC CFO™ LAB ACCOUNT NOW!
The driving mission at Strategic CFO™ is to create success through financial leadership in entrepreneurial companies and add value to Strategic CFO™ Clients. Strategic CFO™ core services carry out this mission.
Improving Profits and Cash Flow
Strategic CFO™ has created a Strategic CFO™ Solution, an 8-step process that looks at all aspects of your business, recommends and implements solutions, and then quantifies results in clear and measurable terms.
Building Your Team
Strategic CFO™ Retained Search solution provides clients with a distinct advantage over traditional recruiting firms. Being consultants rather than recruiters, Strategic CFO™ staff have actually worked in the positions they interview for and are uniquely aware of the skills required to fill these positions.
An Accounting Assessment from Strategic CFO® is a comprehensive evaluation of your financial processes, systems, and controls. Our team of experienced CPAs and financial experts conducts a thorough review to identify gaps, inefficiencies, and areas for improvement in your accounting practices.
At Strategic CFO®, we take the hassle out of upgrading or transitioning your accounting systems. Our Accounting System Change Service begins with a comprehensive assessment to understand your specific needs and challenges. We then research and evaluate the best solutions on the market, ensuring they align with your business goals and requirements. Once the ideal system is selected, our verified implementation process ensures a smooth and efficient transition, minimizing disruptions to your operations. We handle everything from data migration to system integration, followed by hands-on training and ongoing support to maximize your investment. With Strategic CFO®, you gain a modern, efficient accounting system that enhances financial accuracy and performance.
Strategic CFO™ CPE Course: Earn 36 Credits in 4 Days
This 4-day immersive workshop is designed to equip accountants, financial leaders, controllers, and CPAs with the strategic CFO skills needed to drive impactful decisions and lead their companies to success.
Rediscover financial leadership and learn to become a strategic thinker, leader and partner. In this Course you’ll go beyond the numbers and develop the financial strategies, tactics, and leadership skills required for individuals to become more valued members of their organization. Thereby taking you, and your company to the next level.
- Master Cash Flow Forecasting, Credit Strategy & Lean Financial Leadership
- Get Tools and Strategies to Improve Financial Performance
- NASBA Accredited - Earn 36 CPE Credits
- Build your Strategic Toolkit with Real‑World Case Studies and Banker Insights
- Move from Reporting to Driving Financial & Operational Results
Literally everything Strategic CFO™ uses to improve profits and drive cash flow for consulting clients. Strategic CFO™ has organized them all in an online learning platform with execution plans teaching you how to use and implement them successfully in your company.
- Access ready-to-use templates, checklists, and reports developed from 25+ years of hands-on financial consulting.
- Sharpen your ability to lead strategy, interpret financials, and influence executive decisions.
- Use our plug-and-play tools to improve budgeting, forecasting, pricing, and cash flow management immediately.
- Go beyond theory with lessons built from actual client cases, consulting engagements, and financial leadership situations.
Financial Leadership Workshop
The Art Of The CFO®
The goal of The Art Of The CFO® financial leadership workshop is to take you from a regular numbers cruncher to a strategic value driver in your organization. Learn new strategies for increasing profits and cashflow, get PERSONALIZED and measurable action items for implementation, and collaborate with like-minded professionals. This workshop was designed for CFOs, CPAs, Controllers, Accountants, and all aspiring Financial Leaders.
Successful CFO leadership requires a deeper understanding of strategy, increased leadership skills, and an ability to effectively communicate financial acumen and knowledge to improve your company’s bottom line.
The topics taught in Strategic CFO™ workshops enable you to strengthen your skills as a CPA and become a financial leader in your company. Strategic CFO™ provides you with the current and latest industry trends.
Strategic CFO™ Controller Training
An effective controller is more than an accountant. Take control of your organization’s ability to succeed in their competitive market space. Solidify your foundation in the concepts of leading the fiscal fortunes for your company.
Strategic CFO™ Accountant Training
Enhance your ability to fluently speak the language of finance and accounting so you can confidently and competently take your seat at the leadership table. Move you and your company beyond the numbers.
Strategic CFO® Clients
