Knowledge & Experience.

Forward-focused finance and accounting insights, data, and execution critical to running your business.

My CFO, LLC provides fractional CFO, Management Advisory, and Accounting Services to businesses to accelerate financial performance, maximize cash flow, and create long-term value. These services often include financial management and reporting, forecasting, strategic planning, value assessment, cash flow management, accounting, payroll administration, and other support services.

Traditionally the accounting profession has provided a retrospective view of the business, but from the beginning, My CFO has assisted clients with a forward-focused perspective to move successfully into the future. This forward-focus has broadened to work alongside owners and help them build best-in-class businesses, with strategic planning and execution in addition to Finance and Accounting services. In both areas, we fit into your existing organizational structure and capabilities, working with your staff or to expand your staff and provide the data, insights, planning, and execution needed for your business to thrive.

We work together and support you in efforts to identify, protect, and maximize the value of your business.

Finance & Accounting Services

  • Timely financial statements preparation; tracking against plans and budgets; support, execution, and/or management of day-to-day accounting operations.

  • Design and development of best practices around information and accounting systems, controls, and policies with ongoing management, accountability, and support.

  • Monthly financial statement reviews; cash flow analysis and projections, budget preparation; long-term forecasting; decision support; other Controller or CFO-level advisory.

Why Us?

  • 75+ years of combined private accounting and management experience, providing economical access to years of experience on an as-needed basis

  • Fit into your existing organizational structure and capabilities, working with your staff or to expand your staff and provide the data, insights, planning, and execution needed for your business to thrive.

  • Partner with your advisors to align your business and personal goals

  • Tools & Systems: Flash reports for accounting, Quist Insights Value Assessment tools in value enhancement, and Integration of the EOS Toolbox™ supporting Strategic Planning.