Outsourced CFO Services Built for Mid-Market Companes

Strategic foresight, scalable systems, and the financial firepower to fuel your next stage of growth.

Get the answers you're actually looking for

Is Your Finance Team Built for Growth?​

If any of these sound familiar, it’s time for an outsourced CFO:

  • You’re flying blind. No cash flow forecasting, budget-to-actuals, or KPIs.
  • Books are a mess, transactions booked wrong and NetSuite not used to its full potential.
  • You’ve outgrown your controller. They’re great, but not strategic.
  • Lenders and investors are frustrated — Delays, inaccuracies, and no story behind the numbers.
  • You can’t hire fast enough. In-house CFOs are expensive, and finding the right fit takes months.

Outsourced CFO Services

Our CFO Services Includes

Monthly Financial Reporting

Custom financial and GAAP reports including P&L, balance sheet and statement of cash flows.

Operational Finance

NetSuite process tuning, workflow improvements, and oversight of accounts payable and receivable.

Financial Strategy

Cash flow forecasting, strategic budgeting, scenario planning, board reporting.

CFO Services Comparison

Here is a quick reference tool comparing outsourced CFO services to in-house, controllers and bookkeepers:

Feature/Provider
expandCFO
In-House CFO
Controller
Bookkeeper
Strategic Planning
✓
✓
✘
✘
Board-Ready Reporting
✓
✓
sometimes
✘
Cash Flow Forecasting
✓
✓
sometimes
✘
NetSuite Optimization
✓
sometimes
✘
✘
Full-Service Finance Team
✓
✘ (1 person)
✘
✘
Cost Efficiency (per year)
$$
$$$$
$$$
$
Scalable with Growth
✓
sometimes
✘
✘
Ideal for $5–$100M Companies
✓
✓
it depends
✘

How it Works

Scope & Discovery

Onboarding + Diagnostic

Execution + Optimization

Strategy & Planning

Why Choose Us

Self-Managed

We manage our teams, you have one less HR headache.

On-Time Reporting

Better insight with reliable reporting and a shortened month-end close

Growth-Oriented

Get a proactive approach to your financials and team to scale with you.

Niche Accounting

Access to a team of experts in NetSuite for manufacturing.

"I’ve never seen anything like this before, ever. We didn’t have this data. This is the most valuable information I’ve gotten in years.”

Your questions answered

Outsourced CFO FAQ

An outsourced CFO provides strategic financial leadership without the full-time cost.

Services include:

  • budgeting & forecasting
  • cash flow management
  • KPI tracking
  • financial and investor reporting
  • fundraising support

Our CFOs work part-time or on-demand, aligning finance with growth and profitability goals.

Controllers and bookkeepers are focused on past and present. They record what happened.

Your expandCFO outsourced CFO focuses on what’s next: forecasting, strategy, and helping you grow profitably.

Outsourced CFO engagements range from weekly check-ins to deep integration with your leadership team, without the overhead.

Involvement is tailored to your company’s size, complexity, and goals.

Yes. In fact, expandCFO specializes in it. Our CFOs and supporting team optimize NetSuite for better reporting, process automation, and decision-making.

Absolutely. We’ve supported M&A, due diligence, and investor pitches for companies at all stages.

Most clients pay between $6k–$18k/month depending on complexity, NetSuite licensing and scope—far less than hiring a full-time CFO and team.

Typical signs you need an outsourced CFO include:

  • feeling stressed about cash burn and cash runway
  • needing more strategic insight into cash position
  • approaching product-market fit
  • preparing for a GAAP audit or fundraising round
  • expanding internationally
  • navigating complex reporting needs.

An outsourced CFO at expandCFO ensures financial clarity during periods of rapid growth or change.

Let’s Talk Strategy, Not Just Spreadsheets

Your competitors aren’t waiting. Neither should you.

Schedule a Free CFO Strategy Call