About The Pro CFO
Your Trusted Financial Partner at Every Stage of Growth
At The Pro CFO, we believe every business owner deserves financial clarity — whether you’re just starting to build your foundation or scaling toward your next breakthrough.
For nearly two decades, we’ve helped hundreds of business owners like you clean up their numbers, build financial confidence, and make bold, informed decisions about the future.
Our mission is simple:
Treat every client’s business as if it were our own.
We’re not here to overwhelm you with jargon or flashy dashboards. We’re here to give you clear insights, practical strategies, and a trusted partnership — so you can grow with confidence.
Integrity
We treat your business as if it were our own. Our success is measured by your success.
Accuracy
We leverage the latest technology to ensure accuracy and focus on what matters most.
Growth
Whether it is your business or personal, we focus on setting goals and keeping you accountable to each milestone.
Who We Serve
No matter where you are in your journey, we have a clear path to support you.
Financial Foundations
For businesses in the early stage of their journey (typically less than $2M).
Build strong financial habits and confidence with step-by-step training, live calls, and community support.
CFO Navigator
For businesses in the $2M–$10M range.
We will be your financial guide while you scale — clean up your numbers, control your cash flow, and build a smart growth strategy.
Fractional CFO Services
For businesses that have reached $10M and beyond. We provide full-service financial leadership to scale with clarity, optimize profits, and confidently pursue new opportunities.
Why Business Owners
Trust Us
Nearly 20 years of accounting and CFO experience
Hundreds of businesses served across multiple industries
Clean, clear, and actionable financial insights
Relational, not transactional — we’re in this with you
30-day money-back guarantee on all services
MEET THE FOUNDER & CEO
Cody Wilkinson
“I’ve spent my career helping business owners find clarity in their numbers and peace of mind in their decisions.”
Cody's philosophy is simple: treat every client like family, and their business like your own.
Visionary Leadership for Your Success
Cody Wilkinson brings nearly two decades of experience in financial management to The Pro CFO, where his forward-thinking solutions empower businesses to thrive. As the driving force behind our mission, Cody combines deep industry expertise with a passion for leveraging cutting-edge technology to create impactful, tailored strategies for every client.
Cody’s dedication to treating every business with the care and precision it deserves has set the standard for how we operate. His hands-on approach and commitment to excellence inspire a culture where proactive problem-solving and meticulous attention to detail drive real results.
At The Pro CFO, we’re proud to carry Cody’s vision forward—partnering with businesses to simplify financial complexities and unlock growth potential. Together, we’re redefining what it means to have financial leadership you can trust.
Still Not Sure Which Path Is Right for You?
Let’s talk. In just 30 minutes, we’ll map out where your business is today and recommend the right service to get you to where you want to be.
We have answers
Frequently Asked Questions
We understand that hiring someone to help you with your business can be stressful. Here are some of the most common questions we get from people in your shoes.
How much does your service cost?
We offer tailored services recognizing each business's unique needs. By evaluating your annual requirements, we create a fixed monthly service package encompassing all your needs. Our pricing model is both fair and transparent, designed to provide value and simplicity.
Do you offer a guarantee?
Yes. Our CFO services are backed by a 30-day satisfaction guarantee. If you’re not happy within the first month, we’ll refund your payment — no questions asked.
Can you work with my internal finance or accounting team?
Yes. We often collaborate with internal controllers, bookkeepers, and leadership teams to deliver higher-level strategy and insights.
Do you have experience in XYZ industry?
Our clients span various industries, and while we don't specialize in a single sector, we customize our reporting to meet your needs and pinpoint your unique KPIs. Despite industry differences, we've discovered the fundamental principles of business remain consistent.
How long does it take to fully onboard?
If no major cleanup is needed, we begin immediately on day 1. Within 30 days, we aim to thoroughly understand your business and deploy all necessary tools for efficient management, ensuring a smooth and effective operation tailored to your specific needs.
Do you offer tax preperation service?
While we don't provide tax preparation services, we partner with a network of excellent CPAs. This collaboration allows us to utilize their tax expertise, enabling us to concentrate on supporting your business growth through financial insights and operational improvements.
Can I hire you for a project?
We exclusively offer ongoing services, with the exception of initial bookkeeping cleanups for new clients. This approach ensures we dedicate 100% of our attention to delivering the highest quality service to our existing customers.
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