Outsourced CFO & Controller Services for Small Businesses

Access timely and accurate financial reporting and analysis

Financial Statement Analysis And Reporting Icon - Notion CFO & Advisors

We Offer Strategic CFO Support To Help Small Businesses Achieve Financial Excellence

Strategic CFO support is essential to scale and optimize the financial performance of your small business. Notion CFO & Advisors provides expert guidance on financial planning, cash flow management, business forecasting, tax planning, and more. We can help you make informed decisions that will drive growth and sustainability for your small business through tailored insights and financial strategies. Strategic CFO support can help your business increase profitability and stay on track by helping you confidently navigate financial challenges.

Notion CFO & Advisors Recognize the Complex Controller-Related Challenges Facing Small Businesses

Lack of Expertise

Many small businesses task out their financial responsibilities to their internal leadership members, who are juggling numerous other responsibilities, or team members without an accounting degree who need assistance with managing finances as the business grows.

Licensing and Compliance

Tax laws and licensing regulations are constantly changing. Keeping up with the regulations associated with sales tax, income tax, payroll tax, and licensing procedures is overwhelming for a small business and could lead to hefty fines, penalties, and legal issues if not properly followed.

Cash Flow Management

Poor cash flow management stemming from fluctuations in revenue, delayed payments from clients, and unexpected expenses can lead to disruptions in operations and contribute to difficulty in a small business’s ability to meet financial obligations.

Technology Integration

Small businesses may not have access to the most useful and productive financial management software or may not be using it correctly. Integrating the wrong tools can decrease productivity, lead to errors, and reduce profits.

Cash Flow Management

Poor cash flow management stemming from fluctuations in revenue, delayed payments from clients, and unexpected expenses can lead to disruptions in operations and contribute to difficulty in a small business’s ability to meet financial obligations.

Technology Integration

Small businesses may not have access to the most useful and productive financial management software or may not be using it correctly. Integrating the wrong tools can decrease productivity, lead to errors, and reduce profits.

outsourced cfo for marketing agencies

Elevate Your CFO Functions With Our Outsourced Services for Small Businesses

Notion CFO & Advisors works seamlessly with your existing small business financial systems to improve reporting functions. We train your in-house team to accelerate and strengthen reporting capabilities, ensuring efficiency and accuracy. Our experts also provide guidance on financial software upgrades and offer interim support when key financial staff transition out. With our comprehensive CFO services, your financial operations stay well-supported through every phase of change.

Outsourced CFO Services Icon

Controller Functions

We utilize cloud-based financial systems customized for your small business, ensuring smooth financial operations and scalability.
Outsourced CFO Services Icon

Software Implementation & Upgrades

Our experts seamlessly integrate and streamline financial software so your small business will have complete visibility into your portfolio’s performance and data integrity.
Outsourced CFO Services Icon

Internal Team Management

We support and improve internal financial teams within small businesses to promote ownership, transparency, productivity, and financial discipline.
Outsourced CFO Services Icon

Detailed Financial Reporting

We provide thorough financial analysis so you can make decisions that align with small business reporting standards based on clear, understandable data reports.
Outsourced CFO Services Icon

Board Reporting & Structure

Our structured, data-driven board reporting frameworks improve oversight, increase visibility, and offer planned financial guidance for the leadership team of your small business.
Outsourced CFO Services Icon

Cash Flow Forecasting

Our concise, accurate cash flow forecasting can provide your small business with the insights needed to improve liquidity management and growth strategies.
Outsourced CFO Services Icon

Tax Planning

We create tax solutions tailored specifically to correspond with the goals of your small business while lowering risks, ensuring compliance, and boosting profitability throughout the investment lifecycle.
Outsourced CFO Services Icon

Financial Analysis

We perform in-depth financial analyses to give your small business the confidence to make decisions with low risks and high benefits.
Testimonials From Our Small Business Clients

Advantages of Outsourced CFO and Controller Services for Small Businesses

Outsourced CFO Services Icon

Cost-Effective Access to High-Level Expertise

Small businesses often don’t have the expendable cash to hire a full-time CFO but can still benefit from their knowledge and strategies. Outsourced CFO services are a budget-friendly way to access high-level financial expertise without the overhead costs of a full-time CFO.
Outsourced CFO Services Icon

Increased Focus on Core Business

Free up the time and resources of your small business team to focus on growth and innovation instead of expending energy and productivity on financial operations.
Outsourced CFO Services Icon

Strategic Planning Support

Our team is ready to assist you in long-term financial planning to align your financial goals with your overall business objectives.
Outsourced CFO Services Icon

Supported Scalability

Flexible CFO services can be adjusted to your needs as your small business grows and faces new challenges associated with expansion.
Outsourced CFO Services Icon

Access to Advanced Technology

Gain access to the most up-to-date financial tools and software without having to invest in expensive systems. These tools can help automate your finances, reduce errors, improve efficiency, and maximize profitability.
Outsourced CFO Services Icon

Risk Mitigation

Our CFO experts will help reduce financial risks through stronger internal controls and accurate financial reporting while ensuring regulatory compliance.

Why Notion CFO & Advisors Is the Ideal Strategic CFO Partner for Your Small Business

We Drive Strategic Innovation & Amplify Your Vision

To maximize the financial performance of your small business, you have to think outside of the box. The experts at Notion CFO & Advisors bring a fresh, innovative approach to making decisions for your business that will increase its value.

We Stay Ahead of Industry Trends

The regulations and requirements for small businesses are constantly changing. We make sure to stay on top of the most recent changes along with trends within your small business’s industry to help you make informed decisions to set you up for long-term success.

We Take a Proactive Approach to Value Creation

We work to predict financial and operational challenges your small business may encounter so you can make decisions to prevent them before they happen. We also seek out opportunities for growth and increased efficiency so your business can operate at peak profitability.

We Are Results-Driven Partners

We prioritize providing measurable, tangible data to ensure the visibility of results. We will always make sure your financial decisions align with your small business’s goals and that you are part of the decision-making process.

We Take a Proactive Approach to Value Creation

We work to predict financial and operational challenges your small business may encounter so you can make decisions to prevent them before they happen. We also seek out opportunities for growth and increased efficiency so your business can operate at peak profitability.

We Are Results-Driven Partners

We prioritize providing measurable, tangible data to ensure the visibility of results. We will always make sure your financial decisions align with your small business’s goals and that you are part of the decision-making process.

FAQs About Outsourced CFO Services for Small Businesses

Edit Content

The optimum time for a small business to consider hiring outsourced CFO services is when your business is growing. As your business expands and the financial decisions become greater and more complex, you and your team will benefit from outsourcing the financial responsibilities to a CFO. As you are growing, seeking funding, planning for expansion, or needing strategic financial oversight, consider hiring an outsourced CFO to support your needs.

Edit Content

Our CFOs will collaborate with your existing team of bookkeepers, accountants, and/or finance managers. Our goal is to work with your team, not replace them, to ensure smooth operations, improve processes, and align your business strategy with your financial goals.

Edit Content

There are numerous benefits to hiring an outsourced CFO for your small business, such as:

  • Managing cash flow and cash flow strategies
  • Creating financial forecasts and improving financial reporting
  • Developing growth strategies that align with your timeline and goals
  • Overseeing budgeting decisions
  • Ensuring regulatory compliance
Edit Content

Our services are designed to be flexible and adaptable across a wide range of small business industries. We bring knowledge and expertise in various industries that can help support your small business, regardless of your product or service.

Edit Content

Costs vary based on the scope of work, size of your company, and level of engagement required. Outsourced CFO services are typically more affordable than hiring a full-time CFO but still provide a high level of knowledge and expertise to support your business. Contact the team at Notion CFO & Advisors to schedule a consultation where you can review your business’s financial challenges and goals and get an estimate of the cost of services.

Let’s partner up and bring your ideas to life.

Complete the form to contact us