Learn About ChoiceFinance Outsourced CFO Service

The financial expertise you need at a price accessible to any business.

ChoiceFinance Outsourced CFO services connect your business to executive-level financial operations with over 30 years of experience and knowledge. Our financial consultants can manage and streamline virtually any process. From basic bookkeeping to in-depth strategic planning, we focus your finances and set your business on the path to greater growth.

Data-Driven Financial Processes

An Outsourced CFO’s work is an asset for decision makers in a growing company. Financial analysis drives informed business decisions, and our analysis is driven by an in-depth understanding of your business data. In addition to managing some key financial processes, we work to understand your business as well as you do, maybe even better. A deep understanding of your company and industry allows us to present analysis in a way that you understand.

Some of our core services include:

  • Preparation of Financial Statements
  • Review of Financial Statements
  • Cash Flow Analysis
  • Gross Margin Analysis

Operational Excellence

outsourced controller dashboard

Owners of growing businesses often wear many hats. Juggling various dimensions of operations this way often means some tasks do not get your full attention. Our Outsourced CFO service is designed to support growing businesses by taking the financial dimension of operations and optimizing it with laser precision. By grounding your finances in excellence, we can then provide key insights into your business strategy that elevate all other aspects of your growth.

What an Outsourced CFO Does for You

World Class Technology

Connect your QuickBooks data to a financial dashboard that focuses on the key metrics of your business.

Data Visualization

Decipher meaningful, concise reporting of your business at a glance.

Save Time and Money

Let a seasoned professional handle your critical financial review so you can focus on growing your business.

Identify Key Metrics

Extract the numbers that drive your growth, presenting data that is easier to track and manage.

Optimize for Profit

Find the financial levers in your financial operations that create profitability and help you take more money home.

Regular Check-Ins

Meet monthly, on-site in Westlake, Lakewood, Beachwood, Independence, and across the US to review our findings and suggestions.

Outsourced Controller Functions

In addition to providing executive-level insights for your business, our services include support for your financial operations as an outsourced controller. This means that ChoiceFinance can prepare financial statements, adjust your general ledger, assist with payroll, manage accounts payable and accounts receivable functions, create budgets, ensure tax compliance, and more.

Our outsourced controller service helps growing businesses maintain operational excellence without the cost of hiring a full-time accountant or bookkeeper. This means you can focus on what you do best — building your company.