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Outsource CFO

Solutions you can count on

Deep financial clarity with an experienced CFO at your side

Many rapidly growing small businesses and not for profits reach a point where deeper financial clarity is critical but, for many reasons, cannot justify hiring a full-time CFO. Drawing from senior-level roots, Schulman Lobel’s advisors use key insights and years of hands-on experience to deliver a higher level of expertise businesses may not otherwise be able to achieve internally.

Our people. Your goals. Your company. Whether a start-up or well-established firm, our outsource team formulates a financial blueprint for entrepreneurs to implement seamlessly into their current business model.

Working directly alongside our clients is how we truly get to know them. We carefully analyze your business’s financial strengths and weaknesses, define your business goals, and optimize strategies that ultimately build significant enterprise value and deliver a sustainable positive result.

Our scope of Outsource CFO services:

Our services cover a range of functions, from bookkeeping to controller, to CFO or CEO levels—Schulman Lobel provides services on a fractional, part-time, or as-needed basis.

Bookkeeping and Account management

Budget Preparation and Monitoring

Capital development initiatives

Cashflow Analysis

Day-to-day accounting

Develop operating plan

Financial Report Interpretation

Financial strategy and planning

Internal controls

M&A/Exit Facilitation

Performance benchmarking

Risk Management

Security and Business Valuation

Short and Long-Term Forecasting