What does an outsourced CFO actually do?
We’re your part-time financial strategist. We help you understand your numbers, manage cash flow, improve margins, and make smart, data-backed business decisions—without the full-time cost.
Is everything done virtually?
Yes. Our services are 100 percent virtual and built for busy Louisville business owners. All meetings, reporting, and support are done securely online.
How do I know if I’m ready for a CFO?
If you’re growing fast, can’t answer key financial questions, or feel like you’re making money but not seeing the profit—then it’s time. We tailor our support to your current stage.
Do you work with my existing accountant or bookkeeper?
Absolutely. We love working alongside your current team and making sure everyone’s aligned and efficient.
Can you help me with taxes too?
Yes. As CPAs, tax strategy is part of what we do. We’ll help you build a tax plan that supports your growth and keeps you compliant year-round.