Trusted Financial Guidance for Growth-Driven Businesses
Whether you’re laying your financial foundation, scaling fast, or optimizing for long-term success, The Pro CFO meets you where you are and takes you to where you want to be.
Take advantage of our snapshot call to get a clear picture of where you are and what steps to take to get to the next level.
Whether you’re laying your financial foundation, scaling fast, or optimizing for long-term success, The Pro CFO meets you where you are and takes you to where you want to be.
Take advantage of our snapshot call to get a clear picture of where you are and what steps to take to get to the next level.
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...
Financial Foundations
Designed for businesses in the $0–$2M range, building strong financial habits and gaining clarity.
Learn the essentials of managing your books, cash flow, and reporting — with expert training, live sessions, and a supportive community.
On-demand video training
Live training webinars and Q&As
Access to a private community of other business owners
New resources added every month
CFO Navigator
Your financial guide while you scale from $2M to $10M in revenue.
We help growing businesses clean up their numbers, get control of their cash flow, and build a clear financial strategy — without the full cost of a CFO.
Monthly financial strategy sessions
Clean-up and clarity on your numbers
Actionable cash flow planning
Direct access to expert guidance
Fractional CFO Services
For businesses $10M+ ready for full financial leadership.
Gain proactive, high-touch financial advisory support to scale with confidence, optimize profits, and make bold moves with clarity.
Strategic financial leadership
Cash flow forecasting & executive-level reporting
Growth scenario planning
Customized to your business
Why The Pro CFO
Clarity in the Chaos
Most growing businesses struggle with messy, confusing financials. We simplify everything — so you know exactly where your money is going, and how to grow profitably.
A CFO-Level Partner
You get high-level financial strategy, modeling, and leadership — without the salary + benefits + overhead of a full-time CFO.
Tailored Services for Every Stage of Growth
Whether you’re at $500K, $5M, or $25M in revenue, we have a clear path:
Financial Foundations → CFO Navigator → Fractional CFO Services
Strategic Cash Flow Management
We don’t just report what happened — we help you plan what’s next. Know exactly what you can afford, when, and how fast you can scale.
No Jargon, Just Clear Answers
We speak human, not accountant. You’ll understand your numbers, your strategy, and your next move — clearly and confidently.
We Treat Your Business Like
Our Own
This isn’t just a slogan — it’s how we operate. We care deeply about your success and give advice as if we’re sitting in your seat.
Flexible Engagements with a
30-Day Guarantee
Month-to-month services. No long-term contracts. And if you’re not satisfied in the first 30 days, we’ll refund your payment — no questions asked.
Trusted by Dozens of Industries
From construction and real estate to IT, service businesses, and eCommerce — we bring experience across multiple verticals and challenges.
Proactive, Not Reactive
We don’t wait for you to ask questions — we bring insights, suggestions, and financial red flags to you. So you can lead with data, not guesswork.
We have happy clients
Listen to the results
"Highly recommend!"
"From day one, their CFO service have brought clarity and confidence to our financial strategy. With their guidance, we've navigated challenges more effectively and seized opportunities we otherwise might have missed. They offer more than just advice; they deliver peace of mind."
- James C.
"Truly a partnership we value"
"Finding a team that not only understands but also anticipates the financial needs of a small business like ours has been a game-changer. Their bookkeeping and CFO services have freed up so much of our time, allowing us to focus on growth and innovation."
- Mason T.
"An integral part of our team"
"I was initially skeptical about outsourcing our financial services, but this team has proven to be a priceless asset. Their expertise in accounting and strategic financial planning has directly contributed to our bottom line."
- Liam A.
"Incredible support and expertise!"
"I was dreading the accounting part of my business, but these folks made it so simple and stress-free."
- Aiden H.
"Absolutely invaluable service"
"Super impressed with their accounting team. They caught discrepancies we missed and helped us streamline our finances."
- Sarah H.
"Can't recommend them enough!"
"Signing up was the best move for my business. Their team is responsive, knowledgeable, and genuinely cares about our success."
- William T.
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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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