Outsourced CFO Services

Outsourced CFO Advisory and Consulting Services

Leadership changes, acquisitions, or unexpected resignations can throw a company’s operations into chaos if you don’t act quickly. That’s where a skilled interim chief financial officer (CFO) steps in. You get the financial expertise you need without committing to a full-time executive and all the costs that come with hiring one. Our outsourced CFO services can fill the gap and handle your financial needs until you find the right permanent solution, or we can stay on as your long-term partner. It’s up to you. 

Whether you need help navigating a short-term challenge like a merger or team transition, or you want someone to help lay out the long-term strategies for your business’s success, Mowery & Schoenfeld is ready to talk through your options to see how we can help. 

CONTACT US

Matthew Schoenholtz >
Partner, Client Advisory Services Leader
Emo Dellanina >
Partner, Client Advisory Services

Insights

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Benefits of Hiring an Outsourced CFO

Bringing in an outsourced chief financial officer lets you tap into their diverse financial expertise without the costs or hassle of recruiting and hiring a full-time executive. It’s a smart move when your business is growing fast or facing new challenges. You get access to a financial leader who understands industry trends, financial reporting, accounting, and the latest technology tools so you’re set up for success. Plus, you get flexible advice that fits your company’s unique needs. We’ll dig into your numbers and give you straightforward, customized recommendations to help you move forward. 

All the Outsourced CFO Services Your Business Needs

At Mowery & Schoenfeld, our knowledgeable outsourced CFO works either on-site or off-site to help you address your accounting and financial concerns in a way that works for you.  

Want our opinion? Our team reviews all the financial details and provides the expert guidance you need so you can confidently make decisions for your business. Our professionals are well-versed in many types of business transactions, and you can rest assured that we always keep your best interests in mind. 

Mowery & Schoenfeld delivers a variety of outsourced CFO leadership services, including: 

Strategic Financial and Business Planning

Create comprehensive financial strategies and business plans that align with your long-term goals and drive growth. 

Cash Flow Management and Projections

Monitor and optimize cash flow so you always have enough liquidity and can plan for the future. 

Trend Analysis

Analyze historical financial data to identify trends and patterns, providing insights to guide strategic decisions. 

Domestic or International Consolidations

Pull together financial statements from both your U.S. and international branches to make sure everything adds up and meets all the necessary rules. 

Acquisition Assistance

Offer strategic guidance and due diligence throughout the acquisition process to help make informed investment decisions. 

Audit Preparation

Focus on audit readiness by preparing financial records and documentation in advance to streamline the audit process and ensure a smooth review by external auditors.

When to Engage an Outsourced CFO

Many business situations call for enlisting the help of an outsourced CFO. Whether you are experiencing rapid growth, raising capital, planning a merger, or making leadership changes, your business could likely benefit from outside expertise. 

For growing companies, an outsourced chief financial officer can help you envision the investments you need to make and the road map you need to create to drive future change and optimization. These advisors can also help you find ways to optimize your current finance operations, including leveraging technologies and implementing more efficient processes. They can help you set up cash flow management systems that work for your business, now and in the future. 

Businesses in a merger or acquisition could benefit from a CFO’s take on how to find alignment between the two companies and provide continuity and strategic guidance during periods of rapid growth or leadership change. 

For scaling companies that are fundraising, outsourced CFO advisors can create financial models for investors and manage data rooms. They can help navigate investor expectations and the due diligence process. They can also help set key performance indicators to appeal to any potential investors and facilitate investor relations.  

Our experienced outsourced CFO services give you an outside perspective you might have been needing, allowing you to turn things around faster and reduce costs. 

Why Choose Mowery & Schoenfeld for Outsourced CFO Services

Mowery & Schoenfeld’s outsourced CFO services are reliable, forward-thinking, and practical. We’ve worked with companies across a variety of industries and can provide the strategic support you need to move your business forward. 

Whether you need a fast solution to a tricky problem or a longer-term partner to help you grow and secure funding, our fractional CFO team is here to help. When you bring us on board, you’re gaining a dedicated partner who’s invested in your success. 

Our team brings a wealth of experience, with backgrounds as auditors, controllers, and CPA-licensed executives. The first step is simply recognizing when it’s time to get some outside help. 

We’re here to offer a fresh perspective that can spot opportunities or challenges you might not see yourself. And it all starts with a conversation. Once we understand your goals and know what you’re looking for, whether it’s short-term advice or someone to help guide your planning, we’ll work with you to create a plan that gets you exactly where you want to be. 

With Mowery & Schoenfeld as your outsourced CFO, you’ll get: 

  • CFO-level guidance at a much lower cost than a full-time employee 
  • Understanding of the dynamics in all types of businesses, including family-run 
  • Experience, knowledge, and skills that normally take years to develop 
  • Access to updated technology and software 
  • Expert knowledge of processes, compliance, and regulations 
  • Timely, relevant, and accurate financial information required for making informed decisions 
  • Scalability, ramping resources up or down as needed without incurring the burden of hiring, training and maintaining a full-time financial staff 
  • Continuity of financial information flow during employee transitions or leaves of absence 

Get Started with Outsourced CFO Services from Mowery & Schoenfeld

Talk to an advisor today.