
Access timely, accurate and insightful ideas in your financial data.
Outsourced CFO Services
Access disciplined financial processes.
There are big ideas hidden in your numbers. Ideas for profit improvements, efficient processes, and better financial performance. Through our Outsourced CFO Services, we work closely with you to develop deep insight into your business and financial performance, compare our findings with industry best practices, and uncover the big ideas to make your businesses more competitive.
Following that, we manage compliance obligations, evaluate new growth opportunities or improve your overall finance function with our Outsourced CFO services developed with your needs at its core.

Discover areas of efficiency and profit improvements.
Bookkeeping
Software implementation
Management
Board Reporting & Structure
Reporting
Cash Flow Forecasting
M&A Due Diligence Advisory
Tax Planning
How Your Business Can Benefit From Outsourced CFO Services
Cost Savings
Time Savings
Strategic Planning
Better Reporting
Expert Knowledge
Risk Management


Why You Should Choose Notion CFO & Advisors Over Other Outsourced CFO Firms
We Bring Big Ideas
Sometimes, big ideas are required to bring financial goals to life. And we’re here for it. Our team of passionate accounting and business minds strives to push the boundaries and constantly think outside of the box.
We’re Dedicated to Learning
Our team is dedicated to continuous learning to ensure the best client outcomes. Our passion for sharing knowledge and helping clients learn something new allows for a mutually beneficial and growth-oriented relationship.
We Stay Ahead
We take a proactive approach to servicing clients and consistently go above and beyond to anticipate and meet their needs. We actively seek ways to assist and support clients, resulting in a smooth and efficient partnership.
We’re Goal Oriented
Setting clear and measurable goals helps everyone stay on track and achieve the desired outcome. Our goal-oriented mindset keeps our people and our clients on the right path to a clear and achievable destination.
We Stay Ahead
We take a proactive approach to servicing clients and consistently go above and beyond to anticipate and meet their needs. We actively seek ways to assist and support clients, resulting in a smooth and efficient partnership.
We’re Goal Oriented
Setting clear and measurable goals helps everyone stay on track and achieve the desired outcome. Our goal-oriented mindset keeps our people and our clients on the right path to a clear and achievable destination.
Frequently Asked Questions About Our CFO Services
Yes! We can work with clients anywhere in the U.S.
We have worked with many industries, including manufacturing, construction, and professional services. We also work with family and small businesses. Give us a call to see if we’re a good fit for your business.
Security and confidentiality of financial information are of the utmost importance to our team. We have strict policies and procedures in place to protect client information, including the use of secure servers and encrypted data transfer.
You will have access to your financial data and records at all times, and be able to authorize any changes or adjustments made by our team. We’ll provide regular reports and updates to you and your team.
The cost of CFO services can vary depending on the services needed and the size of the business. We will work with you to create a customized package that fits your company’s specific needs and budget.