About Strategic CFO®
Advanced Financial Management That Drives Growth
Strategic CFO® is a consulting and advisory firm specializing in accounting, finance, and operational strategy for over 25 years. We partner with clients to reduce accounting costs, improve financial clarity, and strengthen internal operations.
Our signature service, NearSourcing™ Accounting Solutions, blends the benefits of outsourced accounting with in-house oversight—providing cost-effective, accurate, and scalable financial support without the overhead of a full accounting department.
In addition to NearSourcing™, we offer strategic accounting and finance consulting, interim CFO and controller services, and financial leadership training through our nationally recognized CPE course, The Art of the CFO®.
Whether you’re restructuring, preparing for growth, or looking to take control of your accounting function, we provide hands-on financial leadership tailored to your company’s goals. Based in Sugar Land, Texas, we proudly serve clients across the United States.
Founded in 1990 and incorporated in 1999, we identified a need in the business community to provide a CFO part time to a growing company. Often a company needs the services of a CFO, but cannot afford a full time CFO. That is why we began to provide, and continue to provide, interim CFO/Controller consultants nation wide.
We began our mission of developing financial leadership with the knowledge that accomplishing this would require an experienced team. Our team consists of business professionals with finance and accounting backgrounds. They understand the dynamics of operations and finance/accounting. This business owner mentality, combined with deep financial analysis skills, complements your operations and sales skills by providing a strategic financial partner to help your business solve simple or complex problems. Meet our team here.
At Strategic CFO®, our mission is to empower entrepreneurial companies with the financial leadership they need to grow with confidence. We exist to close the financial leadership gap that often emerges in fast-growing businesses where financial complexity increases, but internal resources can’t keep pace.
Through our NearSourcing™ Accounting Solutions, consulting services, executive coaching, and retained search, we provide scalable, strategic support that strengthens financial operations while reducing costs. Whether serving as interim leaders or long-term partners, our team of CFOs, controllers, and accounting professionals work alongside clients to transform their finance functions from reactive to proactive.
We believe financial professionals should do more than report the numbers, they should drive the business forward. That’s why we coach, consult, and lead with one goal in mind: building strong financial foundations that create long-term value.
Others Just Imitate.
We created NearSourcing™ Accounting Solutions after seeing a clear pattern among our clients: they needed higher-level financial support to grow, but couldn’t afford the cost of building a full in-house accounting team. Traditional outsourcing and nearshoring introduced new challenges—time zone delays, language barriers, and a lack of familiarity with U.S. accounting standards. We developed NearSourcing™ as a better model. But what makes it different than traditional outsourced or nearshore accounting services?
Your NearSourcing™ team handles the day-to-day accounting work remotely, ensuring consistent, efficient execution without the overhead of a full in-house department. But unlike traditional outsourcing, we don’t stay behind a screen. Your dedicated NearSourcing Team travels to your company headquarters for regular in-person financial reviews—bringing strategic insight, leadership alignment, and real-time collaboration directly to your team. This hybrid model keeps your financial operations flexible, transparent, and tightly connected to business goals.
Most outsourced accounting providers offer little more than glorified bookkeeping. In contrast, every NearSourcing™ team at Strategic CFO™ is staffed with credentialed professionals—degreed accountants, experienced controllers, licensed CPAs, or chartered accountants. This elevated standard ensures that your financials are not just recorded, but truly analyzed, interpreted, and strategically managed by experts who understand the full scope of accounting leadership.
With NearSourcing™ Accounting Solutions, companies get the strategic horsepower of a full financial department for a fraction of the cost. For $14,500 per month, you gain a dedicated team that includes an accounting manager, controller(s), and oversight from a CFO—at less than half the cost of assembling and managing a comparable in-house team. Building that team internally would typically require $300,000–$350,000 annually in salaries alone, not including benefits, overhead, software, or management burden. NearSourcing™ delivers the same high-caliber expertise and day-to-day execution—without the full-time price tag.
We deploy seasoned executives on short notice to stabilize financial operations, clean up accounting records, and implement durable systems—no long-term commitment required. With experience across diverse industries and revenue ranges from $5 million to $400 million, our leaders bring big-firm expertise at a small-firm price.
We provide hands-on expertise in both financial and operational restructuring, helping companies stabilize, recover, and reposition for long-term success. Our consultants have served in senior leadership roles—including CFO-level interim and turnaround positions—for businesses navigating court-supervised bankruptcies, out-of-court workouts, and distressed operations across manufacturing and service industries. Whether you’re facing declining profitability, cash constraints, or organizational disruption, our team works alongside your leadership to restore financial clarity, improve cash flow, and lead decisive change.
Financial & Operational Reporting
Whether your current reports are too slow, too shallow, or simply not trusted, we help you create reporting that’s timely, consistent, and actionable. Our team can step in to overhaul outdated reporting packages, build dashboards tailored to your business, and establish a reporting cadence that gives you a clear line of sight to your goals.
Mergers & Acquisitions
We guide companies through all stages of M&A—due diligence, quality of earnings, valuation support, integration planning, and post-transaction cleanup. Our consultants bring decades of experience as CFOs and CEOs in buy-side and sell-side transactions across diverse industries. From financial modeling and data room prep to cash flow analysis and cultural integration, we provide the insights and tools to close the deal with confidence—and execute on your strategic goals.
Retained Search And Staffing
With decades of experience as CFOs, Controllers, and financial consultants, we bring insider knowledge of what makes a candidate not only technically strong, but strategically aligned with your business goals. We don’t just source candidates. We help you define the role, assess your organizational needs, and identify leaders who can drive results.
Whether you’re replacing a retiring CFO, building out your accounting department, or scaling post-acquisition, we provide a white-glove search process that prioritizes fit, longevity, and impact.
Accounting Department Efficiencies
Is your accounting team stuck in reactive mode—always behind, struggling with manual processes, or producing late financials? At Strategic CFO®, we help mid-market businesses improve the accuracy, efficiency, and reliability of their accounting departments. From redesigning your month-end close to implementing smarter workflows and technology, our experts identify the bottlenecks and inefficiencies holding you back.
