CFO Advisory

Financial health is about more than just bookkeeping, it’s about confidence in your processes, systems, metrics, and relationships. By partnering with SC&H, you’ll get executive-level financial expertise from experienced Chief Financial Officers (CFOs) who can help meet your business’ unique objectives. Serving as an extension of your leadership team, you’ll gain outsourced financial advisory that supports informed business decisions, accelerates growth, elevates financial control, and mitigates costly risks. We can help you with:

Cash Flow & Forecasting

Annual Budgeting

System & Process Optimization

Investor-Ready Document Creation

Tax Compliance & Audit Process

Financial KPIs & ROI

External Relationship Management

Strategic Funding Opportunities

talk to an expert

Accelerate Growth with Proactive Solutions

Whether you’re an emerging company, a mature organization, or a mission-driven nonprofit, it’s easy to get expert financial leadership from professionals with deep experience in your industry at a fraction of the cost of a full-time in-house CFO. The following client success stories are a testament to our proven approach and diverse expertise:

Growth Stage | Start-up

SC&H came in early to help us build a strong foundation on which our business could scale, supporting us through a $20M Series A funding round that allowed us to expand internationally and grow our business. With their guidance and expertise, we were able to not only navigate a seamless, clean first-year audit but develop a roadmap for short- and long-term financial success.

  • CEO/Owner financial coaching
  • Budget development
  • Sophisticated board reporting
  • Capital raise financial reporting
  • Cash flow management
  • And more…

Metrics that Matter | Mature Organization

Seeing an opportunity to streamline our financial systems and processes, we partnered with SC&H to help us with strategic planning and implementation—and got so much more. Their CFO consulting and leadership produced thorough cash flow modeling and KPI metrics that helped us update our pricing model and gain a 10% margin increase, which allowed us to invest back into our business.

  • Finance-related software implementation
  • Board meeting participation
  • Grant tracking and reporting
  • Efficient process best practices
  • And more…

More Money Towards Mission | Nonprofit

It was evident after our Director of Finance left that we had a critical gap to fill. Without the time or budget to quickly hire and onboard a replacement, we outsourced our financial function to SC&H. They have drastically improved our systems and processes, optimized our financials, and regularly provide accurate and timely reporting. This outsourced model has enabled us to put more money towards our mission.

  • Finance-related software implementation
  • Board meeting participation
  • Grant tracking and reporting
  • Efficient process best practices
  • And more…

Increase Control Over Your Future

Chances are you didn’t start your company to oversee the financial ins and outs of the business, but you recognize the importance of a well-established system of checks and balances. Without accurate, timely, and secure financial information, operations can suffer and business can stall. Outsourced CFO services offer peace of mind, accountability, and strategies that ensure you always know where your business stands and where it is headed.

talk 1:1 with an expert

Signs It’s Time to Outsource Your Financial Function

Reveal your biggest risks and greatest opportunities with strategic financial planning, analysis, and reporting at the hands of fractional CFO services. If you’ve spent time discussing the following questions but lack a clear path forward, now is the time to get in touch with an outsourced or interim CFO expert:

How do we finance sustainable future growth?

What metrics should we be monitoring?

Can we really afford to hire and train an executive-level position?

How can we operate more efficiently?

Do we have adequate financial information security?

Featured Insights


Make Your Future Vision a Reality with SC&H