CFO Advisory Services
Running a business is tough when you’re unsure about your financial decisions. EzyBookkeeper’s outsourced CFO services give small business owners expert financial guidance—without the cost of a full-time CFO. From planning and budgeting to growth strategy, we help you make smarter decisions with confidence.
Smart Financial Planning With Our CFO Advisory Services
We give you the same expert financial advice that big companies get, but at prices small businesses can afford.
Financial Planning
and Strategy
Budget Creation
and Management
Cash Flow
Analysis
Growth Planning
and Forecasting
Investment
Decision Support
Risk Assessment
and Management
Performance Monitoring
and KPIs
Fundraising and
Investor Preparation
Get Started With Our CFO Advisory Services
Let’s talk about how our CFO advisory services can help your business grow and succeed. Our team is ready to answer your questions and show you exactly how we help small business owners make smart financial decisions. Get started with expert CFO guidance today.
The Benefits Of Professional CFO Services
Here’s how you win with our outsourcing CFO services:
01
Make Confident Money Decisions
Stop guessing about big business choices. Our CFO advisory services give you the expert advice you need to make smart financial decisions with confidence.
02
Save Money on Big Purchases
Our CFO services help you avoid costly mistakes by analyzing investments, equipment purchases, and expansion plans before you spend money.
03
Plan for Growth Without Stress
Get clear roadmaps for growing your business. Our outsourced CFO business advisory services create realistic plans that show you exactly how to reach your goals.
04
Pay Much Less Than Hiring a Full-Time CFO
Our outsourcing CFO services cost a fraction of a full-time CFO salary, with no benefits, office space, or training costs to worry about.
The Ezy Advantage
Many CFO consultants make things complicated and expensive. EzyBookkeeper’s CFO advisory services are different because we make financial planning simple and affordable.
You Get the Same Financial
Expert Every Time
We Speak Plain English
We Focus on Your
Real Business Goals
You Get Answers Fast
Seamless Software Solutions
Technology shouldn’t complicate your accounting services for small businesses, it should simplify them. Our outsourced accounting services expertly handle QuickBooks, Xero, enterprise ERPs, and custom systems, ensuring smooth operations regardless of your platform.
FAQs
Our CFO services usually cost much less than hiring a full-time CFO, with prices starting around a few thousand dollars per month.
We help you make smart money decisions, create budgets, plan for growth, analyze investments, and provide strategic guidance for your business goals.
We use secure online meetings and software to review your finances, create reports, and provide guidance without needing to be in your office.
Yes! Even small businesses benefit from expert financial guidance to avoid costly mistakes, plan for growth, and make better money decisions.
Our CFO advisory services include monthly meetings, but we’re available anytime you have urgent questions or need help with big financial decisions.
Absolutely. We prepare the financial documents, forecasts, and business plans that banks and lenders want to see before approving loans.
Bookkeepers record your transactions, while our CFO services for small business provide strategic planning, growth advice, and help with big business decisions.
Blogs
Choosing Business Bookkeeping Services That Scale With Your Success
Every growing business reaches a tipping point where financial management becomes too complex to handle alone. Your financials are no