
Outsourced CFO & Controller Services for Small Businesses
Access timely and accurate financial reporting and analysis
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.

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.
Controller Functions
Software Implementation & Upgrades
Internal Team Management
Detailed Financial Reporting
Board Reporting & Structure
Cash Flow Forecasting
Tax Planning
Financial Analysis


Advantages of Outsourced CFO and Controller Services for Small Businesses
Cost-Effective Access to High-Level Expertise
Increased Focus on Core Business
Strategic Planning Support
Supported Scalability
Access to Advanced Technology
Risk Mitigation
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
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.
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.
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
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.
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.