Executive-Level Insight Without the Executive-Level Overhead
Need more than just bookkeeping and tax prep? Our Outsourced CFO services give you access to expert financial leadership without the cost of hiring a full-time executive. Whether you're planning for growth, navigating a major transition, or preparing for investors, RJM+Co brings clarity, strategy, and confidence to your financial decisions.
What is an Outsourced CFO?
An outsourced CFO is your strategic financial partner, someone who helps you plan, forecast, analyze, and advise on every money-related decision in your business. It’s like having a seasoned executive in your corner, part-time or as-needed, to guide you toward smarter, more profitable outcomes.
What’s Included
Our Outsourced CFO services are tailored to your goals, but typically include:
- Budgeting & Forecasting
- Cash Flow Planning & Management
- Profitability & Margin Analysis
- Financial Modeling & Projections
- Strategic Growth Planning
- Loan & Funding Preparation
- Investor & Board Reporting
- Business Valuation Support
- Scenario Planning & Risk Management
- KPI Tracking & Performance Dashboards
Who This Is For
You don’t have to be a large corporation to benefit from CFO-level support. Our services are perfect for:
What We Help You Answer
- Am I pricing my services right?
- Can I afford to hire more staff?
- What will my cash position be 3 months from now?
- Is my business scalable as-is?
- What’s my real break-even point?
- How do I present my financials to investors or lenders?
Forward-Looking Strategy… Not Just Backward Reporting
Most accountants report the past. As your outsourced CFO, we help you plan for the future by identifying growth opportunities, reducing financial risk, and aligning your numbers with your long-term business goals.
Add-On or Standalone
Already have a bookkeeper or accountant? No problem. We’re happy to collaborate or step in to lead the strategy while your internal team manages the day-to-day.
Let’s Elevate Your Financial Game
Strategic decisions start with solid financial insight. Let RJM+Co be your on-call CFO guiding your business toward greater profitability and smarter growth.
