Outsourced CFO Services When & How You Need Them

Ever worry that you don’t really know where your business stands financially? Ever wonder why toast always falls butter side down? Outsourced CFO services from Keep can help with one of those things, and hint, it’s not bread physics. Cash flow, business capitalization, working with banks, fine-tuning strategies or preparing for growth, we can help you realize your financial potential and manage the business proactively. 

  • Seasoned resources with 15+ years of financial executive level experience
  • Companies matched with CFO resources based on industry expertise
  • Flexible engagements from 1 day a week to 3-4 days a week.
  • Freedom to end the arrangement at any time
  • Keep cash flow steady with a resource who can fluctuate with your needs
Outsourced CFO Services

"More like CF-Oh please help us get
our $h!t together."

-Entrepreneurial musings

Instant experience. Just add coffee.

Versatile, experienced resources combined with financial best practices. Get the year-round peace of mind of knowing we’re here to provide financial leadership through an outsourced cfo providing oversight for you and your business.

Financial Reporting & Analysis

  • P&L customization support to make it meaningful for your business
  • Identification of key metrics that matter to your business
  • Helping you understand your margins by line of business so you know where to focus your time and energy

Budgeting & Forecasting

  • Annual budgeting process
  • Assistance creating proformas for growth or new businesses

Service Provider Relationships

  • Work with your bank to obtain the right financing for your business
  • Work with your liability insurance provider to ensure the right coverage
  • Work with your CPA firm on tax strategies & incentives opportunities
  • Work with your bookkeeper or firm to make sure you get the financial information needed to make good business decisions

How to Know You Need a CFO (pardon our rhymes)

It’s not always obvious when your organization needs to add a CFO and the timing varies from company to company. Below are some signals to consider. If you’re still not sure, let’s talk it out. Use the form or give us a call. No pressure. Just answers.

  • You aren’t sure if your company is profitable
  • Your small business is experiencing rapid growth and revenue
  • Your business needs a bank loan or a line of credit
  • A potential business merger is on the horizon
  • No one else on your team laughs at your corny jokes

Get answers. Get going.

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