Strategic Financial Planning
Align your financial strategy with your growth and exit goals. We help you set targets, prioritize initiatives, and understand the financial impact of key decisions.
Strategic Finance - Cash Flow - Forecasts - Board-Ready Reporting
Schedule a CFO advisory consult to see how we can support your next stage of growth.
Get CFO-level strategy, budgeting, and cash flow planning—without hiring a full-time CFO. We provide fractional CFO and advisory support that sits on top of your outsourced accounting and controller team.
Whether you’re scaling, raising capital, or navigating uncertainty, we turn your numbers into a clear financial roadmap so you can make confident, data-driven decisions.
Our CFO advisory services combine strategic insight with disciplined financial planning, leveraging clean, accurate data from your accounting and controller teams.
Align your financial strategy with your growth and exit goals. We help you set targets, prioritize initiatives, and understand the financial impact of key decisions.
Build driver-based budgets and rolling forecasts so you always know where you’re headed and how current performance compares to plan.
Gain clear visibility into cash, burn, and runway. We model different scenarios and help you choose levers to protect and extend your cash position.
Define and track the KPIs that matter most. Get management dashboards and board-ready reporting built from accurate, timely financials.
Prepare for board meetings, lender reviews, and investor updates with clear narratives, forecasts, and analysis that stand up to questions.
Access CFO expertise at a fraction of the cost of a full-time hire, with the ability to scale support up or down as your needs change.
CFO support services are built on top of a strong accounting and controller foundation. As your needs evolve, you can move between tiers without switching providers.
Tier 4
Controller + Dedicated CFO Support
CFO & Advisory: Included
Our most comprehensive offering. Everything in Complete, plus dedicated CFO support services, strategic planning, complex financial modeling, and executive‑level financial leadership for businesses roughly $8–50M+ in revenue.
Tier 3
Accounting + Controller + CFO Advisory
CFO & Advisory: Included
Full‑service accounting department with controller services, job costing (where applicable), cash flow management, budgeting, forecasting, and CFO advisory for complex operations typically in the $5–20M+ range.
Tier 2
Full Accounting Department
CFO & Advisory: Not Included
For companies that have outgrown basic bookkeeping. A complete outsourced accounting department with AR/AP, close, reporting, and controller oversight, but without a dedicated CFO advisor.
Tier 1
Bookkeeping Foundation
CFO & Advisory: Not Included
For businesses that need clean, accurate books and timely month‑end close. Outsourced bookkeeping, reconciliations, and essential financial reporting.
Our fractional CFO and advisory services are designed for owners, CEOs, and finance leaders who need strategic financial guidance but don’t want the cost or commitment of a full-time CFO:
Since 2004, we’ve served as the outsourced accounting department for growth‑focused companies nationwide. No long-term commitment is required to get started—just a focused conversation about how CFO advisory support can strengthen your financial decision-making.
AccountingDepartment.com carries professional liability (E&O) Insurance and employee dishonesty coverage. AccountingDepartment.com provides accounting services, bookkeeping services, and controller services, as well as advisory services, to businesses nationwide. We do not provide tax services, including but not limited to tax preparation, tax law, tax compliance, tax filing, and tax planning services. Please consult your CPA and tax advisors for tax consulting.
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