Get Expert Accounting Solutions that Strengthen Your Business
For over 25 years, Strategic CFO® has helped business owners and finance leaders take control of their accounting operations. Whether you’re facing rising costs, staff turnover, or preparing for sale, our proven solutions bring clarity and control — fast.
With our blended onsite/remote accounting model, NearSourcing™ Accounting Solutions, we are saving companies as much as 50% annually on their accounting departments.
NearSourcing™ Accounting Solutions is a hybrid outsourced accounting model combining regular on-site financial reviews and analysis with remote daily accounting work.
Your NearSourcing™ Team is comprised of full-time, full-service professional Accountants, CPAs, and CFOs. We go beyond bookkeeping to provide financial analysis and strategic insights that drive business performance.
Our team works as an extension of your organization, offering proactive financial management, customized reporting, and hands-on support to optimize your financial operations. Whether it’s cash flow management, budgeting, forecasting, or compliance, we ensure that your financial health is always in focus.
With NearSourcing™ Accounting Solutions, you gain the accuracy, expertise, and reliability of an in-house accounting department without the overhead costs. Stay ahead of financial challenges with real-time data, comprehensive analysis, and personalized service from experienced professionals who understand your business.
Experience the difference that NearSourcing can make in your financial success. Let us handle the numbers, so you can focus on growing your 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 financial leadership skills with Strategic CFO®’s course offerings, including our flagship program, The Art of the CFO. Our comprehensive training workshops are designed to empower accountants, controllers, CPAs, and financial leaders with the strategic and practical skills needed to excel in their companies and careers. Those eligible will also earn CPE credits upon completion of the course.
We have designed a variety of educational resources in addition to The Art of the CFO, including:
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™ Financial Leadership Workshop:
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.
- Learn and collaborate with other financial leaders
- Get tools and strategies to improve financial performance
- Earn 36 CPE credits
- Make the change from a numbers cruncher to a strategic value driver in your organization
- Real-world applications to boost financial decision-making
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.
- 20+ Strategic CFO™ execution plans and counting
- Strategic CFO™ Lab Members only community of like minded Financial Leaders
- One FREE hour of live consulting/coaching with a Strategic CFO™ coach per month included
- Virtual office hours to discuss lesson material and questions with the Strategic CFO™ community
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
