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Finance Transformation and CFO Solutions

Contact Us Insights

When managing a business, having a dedicated partner to help support your finance and accounting needs is critical. Whether your organization is in the early, scale, or growth stage — our advisory and CFO consulting services provide the guidance needed to optimize your financial operations and assist with various financial maintenance, troubleshooting, and reporting.

Outsourced CFO Advisory Services

In general, companies looking for interim CFO services are typically functioning within one of the following three stages; the early stage, the scale stage, or the growth stage. Each stage is different, and the one in which your business is operating will determine which suite of CFO advisory services you’ll most likely need.

Looking for an interim CFO? Check out this summary of our outsourced CFO services, or schedule a consultation to speak with an advisor.

Our CFO Consulting Services: A Breakdown of the Different Stages

At Withum, our technology advisors have the expertise to assist in a variety of CFO consulting services. We have the capabilities needed to act as a full-service, outsourced finance team, or we can provide strategic and transactional support for your Chief Financial Officer. We group our suite of outsourced CFO services into three distinct categories:

The Early Stage

Companies that fall into the early, or “Series A” stage are usually just being bootstrapped, formed, or are still founder-owned. These businesses are typically looking for fully functional CFO advisory services, and need the most robust suite of capabilities including:

  • CFO Advisory & Internal Accounting
  • Fundraising/Financial Modeling
  • Tax Strategy & Credit Consulting
  • Policy & Procedure Development
  • Budgeting, Forecasting, & Reporting
  • Bookkeeping & Payroll
  • Valuation Assistance (409A)
  • Insurance Coverage Counseling

The Scale Stage

Companies in the scale stage have typically received funding and are quickly scaling. In this stage, internal finance teams often need guidance with developing their financial strategy, as well as executing it. Generally, the CFO consulting services they find most useful are:

  • Historical Accounting & Cleanup
  • Burn Rate Management
  • Regional/International Expansion
  • Full Audits & Audit Prep
  • Financial Strategy Development
  • KPI and Dashboard Development
  • Equity and Debt Financing Report
  • ERP Strategy Development

The Growth Stage

In the growth stage, companies are generating earnings and have an established business model and user base. They’re typically looking for help with an IPO, merger/acquisition, or additional rounds of funding. We provide interim CFO services most suited for these companies to include:

  • CFO Support & Consulting
  • Financial Accounting Operations
  • Accounting System Advisory
  • Finance Optimization
  • Audit & IPO Preparation
  • Corporate Governance & Compliance
  • Vendor & Procurement Analysis
  • Capital Funding Readiness


Technical and Financial Advisory At Withum:

At Withum, we offer a broad selection of all-inclusive CFO consulting services for both small and large businesses. Our technology advisors have decades of experience acting as interim CFO’s and developing financial strategies for businesses in every stage — from seed & development, to startup, through to expansion, maturity, and exit. Through our three stages of CFO advisory services — early, scale, and growth — we can help your support your company with any and all financial and accounting needs you require.

If you’d like more information on the details or breadth of our outsourced CFO services, schedule a consultation online or give our advisors a call at (240) 406-9960.

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