​Your Outsourced CFO becomes your partner in financial process and strategy, which allows the CEO and his or her team to progress from financial uncertainty to ultimate clarity.
On Behind the Numbers, Dave Bookbinder asked our Founder & CEO Jeff Bruno to explain the point in time in a company's growth where it needs the services of an outsourced CFO. 
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​Your Outsourced CFO serves business owners across a variety of industries and is able to share with them 35 years of executive experience, while simultaneously expanding our own knowledge & network among different industries. We are currently partnered with businesses that collectively generate over $100 Million in revenue annually.
​Why Your
​Outsourced CFO ?
​The modern CEO requires real-time financial clarity to better compete in a fast growth, tech-driven environment.
Enter the modern CFO:
a leader, strategic tactician, coach, and implementer. The modern CFO is driven by integrity and analytics, and is armed with an understanding of all aspects of the business.​
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The YOCFO process led to a higher winning percentage . . . READ MORE >>
Our Value Proposition

​The Your Outsourced CFO engagement is designed to be a long term partnership with the value we provide continually increasing over time. We understand your operational history and current financial situation, while becoming a key part of your team within the first six months. The engagement reaches a tipping point where our team pivots from providing clarity and streamlining financials to effecting key strategic decisions and achieving growth milestones.​
  • Your Outsourced CFO partnership is designed to grow in strategic financial value over time
  • Our goal is to bring financial clarity to the CEO to drive real time decision making
  • We work together towards eventual exit, succession, or until your growth requires a full-time CFO
​​​HOW IT WORKS

​​Your Outsourced CFO embeds itself in the entire financial process from top-to-bottom in order to streamline operations, generate clear reporting, and monitor cash flow for strategic planning.

​What Makes it Work ?
  • ​Train Staff
  • Implement Tech
  • Budget & Forecast
  • Monitor KPIs
  • Connect Businesses
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Train Staff

We work with your internal accounting team to implement financial controls as needed and to streamline daily tasks.
  • Chart of Account Realignment
  • Monthly Reconciliation Support

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  • Accrual vs. Cash
  • Cash Flows
  • AR & AP Process
  • Streamline Tasks

Implement Tech

​We work with key team members to implement the following technologies to help streamline activities and provide clearer financial data:
  • ​QuickBooks, Xero, & others
  • HR & Payroll Integration
  • Inventory Mgmt & POS System
  • ​CRM & Pipeline
  • Time Tracking & Utilization
  • Expense Reimbursements

Budget & Forecast

​We formulate a budget process and a rolling forecast with multiple potential scenarios to be monitored monthly:
  • ​Forecast Revenue
  • Budget Expenses
  • Identify Breakeven


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  • ​Monitor Monthly
  • ​Identify Cash Cycles
  • Plan Strategically

Monitor KPIs

We create a KPI Dashboard custom-tailored to monitor metrics most important to the CEO and business.
​Examples include:
  • ​Monthly Recurring Revenue (MRR)
  • ​Leverage and Liquidity Ratios
  • Sales & Quote Conversions
  • ​Inventory Turnover
  • Labor Utilization
  • ​AR Days & AP Days

Connect Businesses

​We connect our clients to partners and vendors of all services as needed using our expansive network. A majority of our clients have even been referred to and continue to do business with one another.
  • Credit Lines & Working Capital
  • Legal Services
  • HR Services
  • Insurance Products
  • Accountants & Bookkeepers
  • And many more!