About The Pro CFO
Your Trusted Financial Partner at Every Stage of Growth
At The Pro CFO, we offer Expert CFO Guidance because we believe every business owner deserves financial clarity — whether you’re just laying your foundation or scaling toward your next significant breakthrough. Our Customized Financial Solutions empower businesses at every stage, ensuring you have the support needed for growth and success.
For nearly two decades, we’ve provided Expert CFO Guidance to hundreds of business owners like you, helping you clean up your numbers, build financial confidence, and make bold, informed decisions about the future. Our Customized Financial Solutions are designed to support your business growth and ensure financial clarity.
Our mission is simple:
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, enabling you to 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
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.
Founder & CEO, The Pro CFO
Cody Wilkinson is the visionary 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, Cody has built a reputation for helping hundreds of businesses, from startups to enterprises, gain clarity, confidence, and sustainable growth.
Mission & Approach
Cody’s philosophy is simple yet powerful: "Treat every client’s business as if it were our own." This principle drives The Pro CFO’s mission, delivering transparent, jargon-free insights and tailored financial strategies, not just flashy reports. Whether through clean bookkeeping, rolling forecasts, cash flow guidance, or scaling strategies, Cody ensures business owners have the tools and confidence to make bold decisions.
Professional Journey
Founder & CEO at The Pro CFO (since June 2018): Cody launched the company to provide fractional CFO services, financial training, and technology-driven accounting solutions for businesses from $0 to over $10M in revenue.
Client Impact:
Transformed a $4M-revenue company by cleaning up historical financials, implementing forecasting, and restructuring offerings, driving a 20% increase in revenue and $500K+ profit growth in under a year.
Helped another client boost profit margins by 18% without raising prices through packaging, cost-control, and efficiency improvements.
Thought Leadership
Cody is a prolific voice in financial strategy for small businesses, frequently sharing actionable insights:
“Predictable cash flow equals peace of mind” – emphasizes weekly tracking, proper payment terms, and forecasting.
Advises against price hikes without understanding margins: “Check your margins before you raise prices”
Urges founders to establish clean books, reliable forecasts, budgets, and invoicing systems before scaling.
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, with a 30-day satisfaction guarantee, demonstrates his unwavering commitment to client success.
Let's Connect
With thousands of LinkedIn followers and regular thought leadership shared across social platforms, Cody continues to guide business owners to make strategic, data-informed choices.
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.
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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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