Outsourced CFO Services for Growing Chicago Businesses
Grow confidently with a seasoned CFO in your corner
When your business is expanding, financial decisions become more complex—and the cost of hiring a full-time CFO may not be practical. Our Outsourced CFO services give you senior-level financial expertise at a fraction of the cost, helping you grow confidently and strategically.
Ideal for Businesses Ready to Level Up
If your business is growing rapidly, facing new financial challenges, or preparing for major decisions, our Outsourced CFO support is the perfect fit. We help owners who need more than bookkeeping—those who need strategic guidance, financial clarity, and a trusted advisor.
This service is designed for:
- Expanding small and midsize companies
- Businesses adding staff or new locations
- Owners seeking stronger financial controls
- Companies preparing for major investments or transitions
- Firms that need CFO-level insight without hiring full-time
High-Level Financial Guidance at a Fraction of the Cost
Our Outsourced CFO services deliver the strategic value of a seasoned financial executive—without the salary burden of a full-time hire. We help you navigate growth, stabilize cash flow, and make smarter long-term decisions.
Key support includes:
- Financial analysis and reporting
- Cash flow management and forecasting
- Budgeting and financial planning
- Internal controls and process improvement
- Profit optimization strategies
- Risk management
- Tax strategy alignment with business goals
- Advisory on major decisions (expansion, equipment, investments)
We help you avoid the financial pitfalls that often accompany business growth—so profitability stays strong as you scale.
A Financial Mentor for Your Business
We act as a hands-on financial partner—reviewing performance, identifying inefficiencies, and helping you improve profit margins. You’ll get a fresh set of eyes on your books and ongoing support from an advisor who understands your goals.
Our collaborative approach means you’ll have:
- Clear financial direction
- Actionable insights to improve performance
- Guidance through key business decisions
- A steady advisor who understands your operations
Tools and Experience to Support Real Growth
Depending on your needs, our CFO services can include:
- KPI development and dashboard reporting
- Business plan and financial model creation
- Support with financing, bank negotiations, or investor relations
- M&A guidance (buying, selling, or merging businesses)
- Cash flow restructuring
- Oversight or training for internal bookkeeping staff
- Systems and process improvements for scalability
With decades of experience in corporate and small business environments, we bring the technical knowledge and leadership your growing company needs.
Experience That Drives Confident Decision-Making
Firm President Robert Lewin has deep CFO-level experience, including roles as an outsourced controller for a publicly held company and advisor to growing businesses across multiple industries. Our track record includes helping companies streamline operations, expand locations, and improve profitability.
Business owners trust us because we combine strategic thinking with clear communication—and always keep their long-term success in focus.
Frequently Asked Questions
When does a business truly need an outsourced CFO?
Typically when your business is growing, cash flow is harder to predict, or financial decisions carry bigger consequences—such as hiring staff, entering new markets, or investing in equipment. A CFO adds clarity and reduces risk during growth.
How is a CFO different from a bookkeeper or accountant?
Bookkeepers record transactions. Accountants prepare financials and taxes. A CFO interprets the numbers—helping you make strategic decisions, build forecasts, reduce risk, and improve profitability.
Can you help prepare for bank financing or investors?
Yes. We develop financial packages, projections, and performance metrics that lenders or investors expect. This often improves approval odds and negotiating power.
Do outsourced CFO services work for very small businesses?
Yes. In fact, many small businesses gain the most value, because they get high-level financial expertise without the cost of a full-time CFO. It's perfect for companies earning $500k–$10M annually.
How involved will you be in day-to-day financial decisions?
Your level of support is customizable. Some clients want weekly meetings, while others want monthly oversight and reporting. We tailor involvement to your internal resources and growth stage.
Make Smarter Financial Decisions With an Experienced CFO Partner
Ready to strengthen your business with expert financial leadership? Contact us to schedule a consultation and see how our part-time CFO services can drive your business forward.
