About Us

CFO

The Strategic CFO™ is a financial advisory and consulting firm thats works with the office of the CFO, CEO and business owners.  We provide consulting services in accounting and operations with the goal of always adding value to our clients.  We have also designed a trademark protected 4-day workshop called The Art of The CFO™ to assist those managers wanting to make the transition to the office of the CFO. This led us to develop another workshop – From Operations to P&L Managers – for those leaders that have spent their time in operations but need some reinforcement on basic financial statements. 

The Strategic CFO™ also provides CFO retained search, CFO coaching, and financial/accounting staffing to entrepreneurial companies. Our goal is to assist owners, chief financial officers and controllers of entrepreneurial companies in improving their profits and cash flow.

As we are results-driven with our clients, our people are results-driven as well. Read more aboutThe Strategic CFO™ story and mission below.

Our Story

Beginnings

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 in Houston and surrounding areas.

Consulting

We structured our consulting services so that an organization may expect to improve profits, increase cash flow, develop better financial processes and train employees. This continues to be the case when working with one of our local, Houston part time CFO/Controllers today. For more information about our consulting practice, please click here. For our international clients, we also provide our consulting services at your location or online.

Retained Search & Staffing

In the process of consulting with Houston's entrepreneurial companies, The Strategic CFO™ team found a need to assist in the process of finding the right full time CFO to lead the financial growth these companies experienced. Thus, we began to offer a retained search service. Our goal is to effectively place suitable financial leaders into growing organizations. This led us to create a staffing business to support the CFOs. 

Coaching

After years of expertise in consulting for financial leadership, we saw a need for coaching of financial professionals. This successful program led us to develop coaching workshops for the following: Financial Leadership Workshop for CFOs, CEO Leadership for entrepreneurs, From Operations to P&L Leader for operating managers, and the Strategic Planning Workshop for business leaders. These workshops provide the mentorship, strategies, and soft skills that are often difficult to naturally obtain. 

Team

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. 

Mission

Creating Success Through Financial Leadership

At The Strategic CFO™our mission is to create success through financial leadership in entrepreneurial companies and add value to our clients. In many entrepreneurial firms, there is a financial leadership gap. This gap exists as a result of rapid growth and the changing financial needs of the firm to support that growth.

Furthermore, financial professionals often struggle to meet the needs of this gap, since the entrepreneurial company often does not have the resources to guide the budding CFO or controller. Through our services of coachingconsulting, and retained search, we fill the gap.

We believe that the role of a financial professional is to create value in the entrepreneurial organization as a leader, not to solely oversee the accounting processes. The Chief Financial Officer is a value-creator, a strategic leader, and an essential team member.

Here at The Strategic CFO™, everything we do is to fill the financial leadership gap in entrepreneurial companies and coach financial professionals to be invaluable members of their organizations.

The Strategic CFO™ offices are located at 2101 CityWest Blvd., Houston, Texas 77042.

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