The Financial Leadership Your Business Needs Without The $10,000/Month Price Tag
Based on your situation, your business would benefit from ongoing financial leadership not just tax strategy. Our Outsourced CFO Program gives you a dedicated CPA in your corner every month, at a fraction of what a full-time hire would cost.
What This Level Of Support Normally Costs
TRADITIONAL OPTION
Full-Time CFO Employee
$10,000+/Month
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In Salary Alone Before Benefits, Equity, Or Overhead. Most Growing Businesses Can't Justify It Yet.
Low flexibility • High overhead liability
HOURLY FIRM MODEL
Hiring A CPA For Quarterly Meetings
$10,000+/quater
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For A Couple Of Meetings. You Get Access, But Not Leadership.
Reactive check-ins • No active roadmap
OUTSOURCED STRATEGIC MODEL
CFO & More Outsourced CFO
$3,500/quater
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You Get Everything — Ongoing Access, Meetings, Strategy, Alignment, And A CPA Who Actually Knows Your Business.
Complete proactive executive guidance
What Makes Working With Us Different
What Makes Working With Us Different
A Concierge Experience Built Around You and Your Business
By the time most people sit down with their CPA, the tax year is already over. The strategies are explained. The savings are described. And none of it is actionable anymore.
Calls — Ongoing Access
Questions answered same day without
waiting weeks.
3 One-On-One Meetings Per Year
In-depth dedicated strategic sessions
dedicated to your goals.
Information Database For Your Business
Centralized documentation, financial
architecture, and history.
Questions Answered Same Day
Direct communication line whenever an
urgent situation arises.
CPA Meets With Your Team
Meets with your estate attorney or
retirement specialist to ensure alignment.
Free Review Of Tax Return
Full evaluation of your return prepared by
your CPA + full client lifecycle support.
"I Need Someone Who Actually Knows My Business Not Just My Tax Return."
THE PHILOSOPHY BEHIND CFO & MORE LLC
Is CFO & More Right for You?
This is for you if:
Businesses With $2M–$20M In Revenue
Businesses With Staff And Payroll
Owners Stepping Out Of Day-To-Day Operations
Businesses With Lender Or Investor Involvement
Companies Planning Growth, A Sale, Or Financing
This is NOT for :
Solo Operators Or Lifestyle Businesses
Tax-Only Clients
People Who Don't Review Monthly Financials
Owners Who Want A CPA, Not A Financial Leader
Does This Sound Like You?
STATUS: EXPIRED
"I don't trust my numbers month to month."
Clarity • Accuracy check
STATUS: RETROACTIVE
"I need cash flow forecasting — not just a tax return."
Future modeling • Runway
STATUS: FLAWED DESIGN
"I'm dealing with banks, investors, or a potential sale."
Lender relations • Valuation
STATUS: FLAWED DESIGN
"I need ongoing financial leadership, not just advice."
Lender relations • Valuation
What Ongoing CFO Support Looks Like
01
Month-To-Month Financial Oversight
We stay close to your numbers — not just at tax time. You always know where you stand.
02
3 One-On-One Meetings Per Year
Planned, structured conversations focused on strategy, decisions, and your next move.
03
Same-Day Question Access
When something comes up, you don't wait weeks for a callback. We're available.
04
Full Advisor Alignment
We meet with your estate attorney and retirement specialist to make sure everyone is working from the same plan.
CFO-Level Leadership, Without The CFO Price Tag.
Outsourced CFO Program
Dedicated ongoing executive partnership for established firms
$3,500
BILLED QUARTERLY
PROGRAM INCLUSIONS:
Ongoing Access — Questions Answered Same Day
CPA-Led Advisor Alignment Meeting
Full Client Lifecycle Support
3 One-On-One Meetings Per Year
Free Tax Return Review
Information Database For Your Business
A Full-Time CFO Costs $10,000+/Month. A Few Quarterly Meetings Cost $10,000+/Quarter. This Is $3,500/Quarter — And You Get Both.
Ready to Have a Real Planning Conversation?
A brief conversation to understand your situation and determine fit. No obligation.
702-200-1CFO
Mon-Fri, 9am-5pm PST