Outsourced CFO

Your business is growing—but the financial side isn’t keeping up.

• Cash flow is inconsistent, even when revenue is strong
• Financial reports are late, unclear, or not useful for decision-making
• You’re making major decisions without reliable numbers
• Profit margins are tighter than they should be
• Your accounting function feels reactive instead of strategic

At this stage, most businesses don’t need a full-time CFO—but they do need CFO-level insight.

 A Complete Outsourced CFO Solution

Southeast CFO & Consulting provides experienced financial leadership to businesses generating $1M–$25M in revenue.

We step in as your CFO—bringing structure, clarity, and strategy to your financials—while ensuring your day-to-day financial operations are accurate, organized, and aligned with your goals.

What We Do

Strategic CFO Advisory

We help you make better financial decisions with clarity and confidence.

• Financial strategy and planning
• Cash flow forecasting and management
• Budgeting and performance tracking
• Profitability and margin improvement

Financial Visibility & Reporting

You’ll finally have numbers you can trust—and use.

• Accurate, timely financial statements
• KPI tracking and reporting dashboards
• Job costing for construction businesses
• Inventory and margin analysis for manufacturing and retail

Operational Financial Oversight

We ensure the financial engine of your business runs smoothly.

• Oversight of accounting, bookkeeping, and payroll
• Process improvement and internal controls
• Coordination with CPAs, banks, and lenders

How We Work

1. Initial Consultation
   We take the time to understand your business, challenges, and goals.
2. Financial Assessment
   We evaluate your current financial structure, reporting, and opportunities for improvement.
3. CFO Engagement
   We implement the tools, processes, and financial strategy your business needs.
4. Ongoing Partnership
   We work alongside you to continuously improve performance and support better decision-making.

 Real Results, Not Just Advice

We don’t just provide recommendations—we help implement real financial improvements.

• Improved cash flow visibility within 90 days
• Established reliable financial reporting for better decision-making
• Strengthened financial processes to support growth

What You Can Expect

• Clear, reliable financial reporting
• Improved cash flow visibility—often within the first 90 days
• Stronger margins and profitability
• Greater confidence in your business decisions

Simple, Transparent Pricing—Aligned With Your Business

Every business is different, but the challenges are often the same: unclear financials, inconsistent cash flow, and decisions made without reliable data.

Our pricing is designed to match the level of financial leadership and involvement your business needs—so you get real value, not just reports.

Start With a Clear Financial Picture

Before beginning any ongoing engagement, we start with a one-time Financial Clarity Assessment.

Investment: $2,500 – $5,000

What’s included:

• Review of your financial statements and reporting
• Cash flow analysis and risk identification
• Evaluation of current systems and processes
• Identification of profitability and margin opportunities
• Clear roadmap with prioritized recommendations

Outcome:
You’ll walk away with a clear understanding of where your business stands financially—and exactly what needs to improve.

Ongoing CFO Services

Ongoing Financial Leadership Tailored to Your Needs

Following the assessment, we recommend a monthly engagement based on your business size, complexity, and goals.

Financial Foundation

$2,500 – $4,000 / month

For businesses that need structure, visibility, and consistent financial oversight.

Includes:

• Monthly financial review and analysis
• Core financial reporting and KPIs
• Cash flow visibility
• 1–2 advisory meetings per month

Growth CFO (Most Common)

$4,000 – $7,500 / month

For growing businesses that need deeper insight, planning, and ongoing financial guidance.

Includes:

• Cash flow forecasting and management
• Budgeting and performance tracking
• KPI dashboards and reporting
• Profitability and margin analysis
• Biweekly or monthly advisory support

Strategic CFO Partner

$7,500 – $12,000+ / month

For larger or more complex businesses that need consistent, hands-on financial leadership.

Includes:

• Weekly involvement and strategic guidance
• Financial planning and decision support
• Lender, CPA, and banking coordination
• Oversight of financial operations and team
• Process and systems improvement

What All Engagements Include

Regardless of level, every client benefits from:

• Experienced CFO leadership with 30+ years of experience
• Improved cash flow visibility—often within the first 90 days
• Clear, reliable financial reporting
• Better, faster decision-making
• A proactive partner focused on your business growth

Optional Add-On Services

Additional projects and support can be added as needed:

• Cash flow model development
• Budgeting and forecasting setup
• KPI dashboard implementation
• Financial systems and process improvement

Pricing for these services is provided based on scope.

Get the Financial Leadership Your Business Needs

If your business is growing but your financial visibility isn’t keeping up, it may be time to bring in a CFO.

Schedule a Consultation