Outsourced CFO Services

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“Someone’s sitting in the shade today because someone planted a tree a long time ago."
– Warren Buffet of Berkshire Hathaway

Planning is the process of identifying goals, implementing a strategy to reach your goals and monitoring progress which will provide the data to set more goals. Our CFO Services provide the tools and monitoring which enable our business clients to have access to these valuable resources.

  • Focus: We have the knowledge to identify areas to improve and develop the strategies and reports to keep you working towards the desired result.
  • Value: We are a resource that your company needs but may not need on a full-time basis. We are your partner and can grow as you grow.
  • Experience: Our team offers insight about your industry and general operations. Different methods and statistics.
  • Trust: We are your executive team that can provide unbiased feedback and assist on confidential matters.

We can work with your current accountant or bookkeeper if you are not already using our Outsourced Accounting Services.

Monthly Processes Your Business Can Expect from our Contract CFO Services

  • 12-Month Forecasting
  • Customized Reports
  • Planning Session with Action Plan
  • Key Performance Indicator Tracking
  • Cash Flow Reporting
  • Scheduled Monthly (or more) Meetings
  • Unlimited Phone and Email Support
  • Tax Planning and Projections
  • Project Performance by Department
  • Resource Planning
  • Strategic Planning
  • Succession, Mergers and Acquisition Planning

What is the Greatest Value of the Outsourced CFO Service

You have a CPA advising your firm and a team of accountants maintaining your records. We can grow and add services as you need them at a fraction of the cost of hiring an inhouse accounting department.

Break-even Analysis & Updates

Our reports will let you know when revenues equal expenses. This is the information you need to determine your sales team’s goals. This determines when bonuses are paid out. This is the information that alerts you of a financial challenge.

Budget-to-Actual Reports

When you provide departments with budgets this report keeps you up to date on their performance. This report will help with spending decisions such as potential marketing campaigns you can take on or investments in equipment.

Cash Flow Forecasting

This tool is critical to determine short term and long-term cash flow needs. It helps identify the sources of the cash flow in and the destination of the cash flow out. It provides the lens to see how decisions today impact the future of the business.

Debt Planning & Reduction

Not all debt is bad debt. A good plan is to leverage debt to finance growth. It can be a good back up plan for emergencies when a customer goes bankrupt or a decision was a bust.

Cost Management

How much does it cost you to take on a new client or build another product line? These reports can identify your “cash cows" and identify the products or services that may be better to remove from your menu. It allows you to focus on what you do best and profit from it.

The Role of a CFO

A Chief Financial Officer is responsible for the administrative, financial and risk management of the company. They develop the financial and operational strategy using the appropriate reporting building and software applications to collect the data needed to measure and monitor the goals. The CFO can analyze and monitor company decisions to add new products, enter new markets, merge or acquire. They can determine how best to finance new growth while maintaining the health of the organization.

Why Fisher P.A.’s Contract and CFO Consulting Services

By maintaining an expert level of authority and arising to any unique challenge, we look at the bigger picture and offer practical and achievable advice to help both clients and businesses become more successful. Through technology upgrades to streamline processes, implementations of ERP systems and KPI and real-time reporting, owners can better run their business with visibility to the numbers and define their direction. Our team embodies integrity, innovation and excellence and will be the best business decision you make!