WHAT IS AN OUTSOURCED CFO?

As a business owner, no one sees your business quite like you do, but, having an expert with an outsider's view adds a valuable perspective. As your business grows, it gets more complex. An experienced CFO will help you manage those complexities in the areas of Accounting and Finance so you don’t have to worry about them. They will also help you make better business decisions by understanding your financials better. Owners typically start needing a CFO when they begin transforming from a business where the owner wears all the hats to one that is truly scalable. This is a challenging process, but an exceptionally rewarding one, and an outsourced CFO helps the owner through this process and as the business begins to scale. When the business grows to the point that it needs its own full-time CFO, the outsourced CFO can help interview candidates and transfer knowledge to ensure a smooth transition.

FUTURE FOCUSED PLANNING

Get assistance with both short-term and long-term planning, goal setting, and removing barriers to meet those goals.

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BEST PRACTICE PROCESSES

Bring years of best practices in accounting and financial reporting onto your team. Transition your business from "what we've been doing" to "what the best businesses do."

ADVICE FROM AN EXPERT

Have an expert in your corner to help you make strategic business decisions like hiring, equipment upgrades, and growing your business.

INJECT OBJECTIVITY

We'll help find objective ways to evaluate salespeople and other employees performance, marketing companies, and even your company goals.

MANAGE FINANCIAL RELATIONSHIPS

Enhance your partnerships with banks, insurance agents, attorneys, and others. We know how to make the most of these relationships.

EASY TRAINING FOR YOUR WHOLE TEAM

We help you find, implement, and support software tools that can help your entire team work more efficiently.

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MEET ANDREW JORDAN

President and Certified Public Accountant

As CFO and President, Andrew took a company from losing $200K a month to being consistently profitable in one year. He did this by establishing Vision and Values, getting the right people in the right seat on the bus, making a culture where people wanted to work, choosing and pursuing a niche, improving processes, and bringing transparency through moving to an open book management style. 

 

How To Pick A CFO

Five Things To Look For

1

Their values align with your values.

If someone isn’t a good “fit” then you won’t get a lot of value out of working with them. Beyond how to read the financial and make their accounting systems better, I talk with my clients about developing as a leader and leading with courage—if that makes you uncomfortable, we probably wouldn’t be a good fit.

Scott Vance, Executive Director
The Union Sportsmen's Alliance

After working with Andrew and his team, I wouldn't hesitate to bring them in on any number of things... he's always given us great counsel and I just can't say enough good things about him.

Bart Arnett, Owner
Arnett Glass

Jordan CPA Services has been a critical component to the start up and early success of my company.  Their system based approach maximizes efficiency and assisted in developing a structure to allow for seamless growth.  Andrew and his staff are top notch and I would definitely recommend their services.

Drew Kimble, Owner
12 Eighty - One

I felt very heard, very understood. I am not a numbers person. So when it comes down to needing someone who really understands that process, Andrew delivered and made the connections that I needed to make with my business to continue to be successful and move forward. 

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