CFO Service​s

Growing small or medium-size businesses often reach an internal tipping point when they need a CFO to handle financing strategies, budgets, and be the sounding board before big decisions are taken. However, SMBs typically can’t afford a full-time CFO and often don’t need one either.

But given that 82% of business failures are due to poor cash management, choosing an outsourced CFO has never been more important.

An outsourced CFO manages those financial affairs that are critical for financial success while giving you control of your cash flow. Moreover, the accurate timely information provided by an outsourced — or virtual — CFO allows small business owners to focus on day-to-day operations.

Usually, CFO outsourcing service offerings include:

  • Budgeting, Planning, and Forecasting


An outsourced CFO uses planning, budgeting, and forecasting to provide a realistic and projected outlook of an organization’s long term and short term financial goals. By comparing the actual performance with the budget, the CFO helps the company highlight areas they can maximize profitability. A virtual CFO integrates each element of budgeting, planning, and forecasting, allocating scarce resources to align with the strategy of the business.

  • Cash Flow and Revenue Management

Outsourced CFO services can suggest possible improvements in the company’s access to cash. The virtual CFO can assess current cash management practices and recommend changes to manage the company’s capital, cash flow, and debt obligation, as well as ensure the ability to invest in new projects. From solving cash flow issues to optimizing cash flow forecasting, this strategic service takes a deep dive into your financials and helps explain how to maximize the bottom line. An outsourced CFO can forecast and evaluate the company’s financial condition, estimate financing requirements, and track cash-flow sources.​

  • Financial Analysis and Modeling

An outsourced CFO assesses historical financial performance alongside industry benchmarks and competitor analysis to guide key business decisions and maximize the bottom line. Virtual CFOs also provide dynamic financial modeling to provide cash flow forecasts and revenue projections for actionable insights to improve the company’s decision making, maximize profits, and accelerate growth.

  • Valuations

An outsourced CFO assesses your company’s financial health and performance, comparing it to the industry’s benchmark performance for calculating an Opinion of Value of your business. This serves various purposes like taxation, financial reporting, buying or selling a company, and equity financing.

  • Compass Advisory Program

This is CFO LOGIC's premier service and adds the most value to its client's business.

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