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About The Pro CFO

Your trusted financial partner at every stage of growth

Every business owner deserves financial clarity — whether you're just laying your foundation or scaling toward your next big breakthrough. For nearly two decades, we've helped hundreds of owners clean up their numbers, build financial confidence, and make bold, informed decisions.

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Our mission

Treat every client's business with the same care as our own

We provide expert CFO guidance without overwhelming you with jargon or elaborate dashboards. Our goal is to deliver clear insights, practical strategies, and a trusted partnership — so you can grow with confidence.

What that looks like
  • Customized financial solutions for every stage
  • Clear insights, not jargon or vanity dashboards
  • A trusted partnership, not a transaction
  • Practical strategies you can act on with confidence
Service path

No matter where you are, we have a clear path to support you

Stage 01
Foundations

First we build clean, dependable books and core reporting — so you finally know where you stand.

  • Bookkeeping clean-up & restructuring
  • Reliable monthly financials & reporting
  • Cash flow organization and tracking
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Stage 02
CFO Navigator

Once the numbers are right, we help you interpret them — and make confident, data-driven decisions.

  • Monthly financial review & strategy calls
  • Budget vs. actual tracking & KPI insight
  • Forecasting and scenario planning
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Stage 03
Fractional CFO

We function as your financial executive — leading pricing, planning, capital decisions, and long-term strategy.

  • Growth planning & profitability design
  • Executive financial leadership & dashboards
  • Board-ready forecasts, capital guidance
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Why owners trust us

Relational, not transactional

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
CW
Founder & CEO
Cody Wilkinson

"I've spent my career helping business owners find clarity in their numbers and peace of mind in their decisions. Treat every client like family, and their business like your own."

Cody is the founder and CEO behind The Pro CFO, a financial services firm dedicated to empowering growing businesses with clear, strategic, and actionable financial leadership. With nearly two decades of experience in accounting, CFO advisory, and financial systems, he has helped hundreds of businesses — from $1M owner-operators to $25M+ companies — gain clarity, confidence, and sustainable growth.

Since founding the company in 2018, Cody has built The Pro CFO around fractional CFO services, financial training, and technology-driven accounting solutions for growth-focused businesses from $1M to $25M+ in revenue. His philosophy is simple but powerful: deliver transparent, jargon-free insights and tailored strategies — not just flashy reports.

+20%
revenue growth for a $4M client in under a year
$500K+
profit growth from cleanup & forecasting
+18%
margin gain for a client — without raising prices

Read the full stories: +$500K profit for a $4M company → · +18% margin without raising prices →

Why it matters

Cody's clients repeatedly highlight how his hands-on, personalized approach turns financial confusion into clarity. They now make confident decisions, control cash flow, and focus on growing rather than guessing. His servant-leadership model — backed by a 30-day satisfaction guarantee — reflects an unwavering commitment to client success.

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 where you want to be.

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We have answers

Frequently asked questions

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.
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.
Yes. We often collaborate with internal controllers, bookkeepers, and leadership teams to deliver higher-level strategy and insights.
Our clients span various industries. While we don't specialize in a single sector, we customize our reporting to pinpoint your unique KPIs — the fundamental principles of business remain consistent.
While we don't provide tax preparation services, we partner with a network of excellent CPAs so we can concentrate on supporting your business growth through financial insights and operational improvements.