Financial Consulting Near You

Based out of Westlake, OH, ChoiceFinance is a quickly expanding franchise system with a mission to help small business everywhere. Our financial consulting is a collaborative partnership, designed to help growing companies in Northeast Ohio and across the U.S. accelerate growth and maximize profits.

Not only can we provide financial consulting over the phone, but our locally-focused franchises also allow us to have in-person meetings to get the best outcomes for your business.

Outsourced CFO

Our Outsourced CFO service fortifies growth by optimizing your financial operations. By grounding your finances in proven best practices, we can provide key insights into your business strategy that elevate your operations and increase profits. Get executive-level insights from professionals with 30+ years of experience.

Financial Dashboard

The ChoiceFinance Financial Dashboard is a tailored software tool that visualizes your business data in an easy-to-understand way. We make it possible to easily track, interpret and optimize your company’s financial activity with real-time insights directly from your financial data.

  • Measure profitability
  • Check on liquidity
  • Understand cash flow
  • Track growth KPIs

Growth Planning

ChoiceFinance offers a lot more than metrics— we are a team of financial management professionals who can help you chart your business’s future. We work with our partners as if we were a part of their team and are invested in their success. It’s not just about streamlining your operations; we make sure you have a plan for the future.

Proven Track Record

From streamlining financial ops to overseeing acquisitions, our team of experts has a track record of driving incredible outcomes. For more than 30 years, our people have been behind the growth and success of many small businesses and entrepreneurs. It’s our goal to take that success everywhere, helping smaller enterprises win big in the marketplace.