Growing pains are a real part of an expanding startup or maturing business. When a company is still small, it is often necessary to have an individual with CFO-level experience, but it might not be feasible to onboard such an employee due to compensation. Enter some of the best outsourced CFOs who can guide a company as it plans for the future. Why is this list free?
Duan Wei-Maynez, CPA is a multi-faceted tax preparation, accounting, and CFO service provider. It has two San Francisco Bay Area offices to serve clients. As a part-time, outsourced CFO, the firm can offer affordable, customized solutions to small businesses. The firm provides a wide assortment of CFO services. These include financial forecasting, accounts payable and receivable, and strategic tax planning. Additionally, Duan Wei-Maynez, CPA prepares monthly, quarterly, and annual financial statements, as well as guides cash flow and optimizing revenue streams. The firm will work with many stages of business, from startups to those companies that have been in business for a while and are ready to expand.
Pegasus Tax & Accounting is a full-service tax, accounting, bookkeeping, and CFO firm. It serves clients throughout the greater Bay Area region and is based in San Francisco. The firm offers fractional CFO services, which clients can pick and choose from to customize services that they need. One main advantage of using these fractional CFO services is that it frees up time for businesses to focus on other core areas. The company takes a clear, realistic look at the numbers of companies and strives to improve profitability. It will also prepare and adjust budgets. Pegasus Tax & Accounting has a suite of tools to analyze trends, examine equipment purchases and expansions, and assist with mergers and acquisitions.
Scott Porter, CPA
#3 of 11 Leading CFO Consultants
Scott Porter, CPA is a small business advisory firm, providing services in San Francisco and the surrounding areas. It offers many outsourced CFO services, consisting of tax, accounting, and advisory services. Some of its tax solutions include tax planning, which is ongoing and as-needed, depending on the client. It will help streamline taxes and align the company’s expenses with tax-saving strategies. Additionally, Scott Porter, CPA will monitor cash flows, provide management advisory services, and supply budget and forecasting models to clients. Other CFO services it provides are accounting and bookkeeping services. The company offers free consultation to prospective customers, as well.
#4 of 11 Top-Notch SF Outsourced CFOs
With offices in San Jose, tempCFO Inc. can provide outsourced CFO services to businesses across the San Francisco Bay Area. The company aims to supply part-time CFO services to clients, at a fraction of the cost of a full-time CFO. Some of these customizable solutions are budgets, forecasts, variance analysis, audit preparation, board representation, and assisting in negotiating equity and debt funding. The firm strives to work with small businesses every step of the way, from helping startups establish their financials to assisting seasoned companies in increasing profitability. The firm works within a milestone system so that clients can achieve SMART goals in clear increments.
Burkland Associates is a financial advisory firm, specializing in outsourced CFO responsibilities. The firm is based in San Francisco and works with clients across the region. It offers several CFO services, including fundraising assistance, cash flow optimization, financial and business modeling, and budgeting and forecasting. Its part-time CFOs will also develop, produce, and present various financial reports for clients. The company’s goal is to help startups of all sizes, across all industries, to achieve their maximum financial potential. Burkland Associates strives to strategize with clients through planning, operations development, as well as assist with tax and bookkeeping solutions.
SD Mayer & Associates LLP is an advisory and accounting firm, helping clients throughout the San Francisco Bay Area. The outsourced CFO services offered cover many areas of finance and operations. The company strives to bring technical expertise to clients and helps clients delve into data analysis. It also aims to improve management, leadership, team-building, and strategic risk-management skills. IT delivery and mergers and acquisitions are also a focus of the company. The firm handles many CFO duties, ranging from strategic planning, bankruptcy, financial reporting, succession planning, and valuation. SD Mayer & Associates LLP also has a team of litigators who will provide support related to financial aspects of the clients’ financials.
Propeller Industries has been serving San Francisco Bay Area clients for over ten years. As a full-service firm, it offers advisory, accounting, bookkeeping, and CFO solutions. It works with many different industries, including food and beverage, e-commerce and hardware, SAAS and software, professional services, as well as Ed-tech and media. The company utilizes advanced technology to power analytics and create detailed forecasts for clients. The outsourced CFOs of Propeller Industries aim to predict potential issues well in advance before those issues become serious problems for the business. The firm consists of many specialized experts and those professionals are dispatched to specific clients with unique needs.
#8 of 11 Best SF Outsourced CFOs
Kruze Consulting is a financial advisory and consulting firm serving the entire San Francisco Bay Area. It offers several financial services solutions, ranging from accounting to bookkeeping to CFO duties. It has an extensive network of outsourced CFOs available, each with a unique skill set to match up with different clients. Some of these CFOs are experts at scaling businesses, from zero impact to international entities. Others focus on early growth strategies to get startups off the ground. Many of the CFOs for hire are financial modeling experts who are adept at creating reports and forecasts. Clients can find CFOs at Kruze Consulting to solve the deficit that any startup may be facing.
Bol Global Inc
#9 of 11 Leading Outsourced CFOs
B.O.L. Global is a CPA firm located in the city of San Francisco, offering financial services to clients of all industries. The company offers a free consultation to interested customers, in which the many CFO services that the firm offers are explained. Some of these services include liaison offerings, training and managing staff, defining long-range goals, and improving financial quality. The firm will also assist businesses in tax planning, which is critical not only around tax time but throughout the entire year. B.O.L. Global Inc. has a fillable form on its website to get clients started in the process, as well.
Safe Harbor, CPA and Accountants is an accounting, bookkeeping, and outsourced CFO firm supplying business solutions to clients in the San Francisco Bay Area. The company offers a free, no-obligation consultation to interested businesses. Its clients span a wide range of entities, including sole proprietorships, independent contractors, s-corps, c-corps, and LLCs. The firm supplies various CFO services to these businesses. Safe Harbor, CPA and Accountants will manage any financial detail and operational reporting that clients may need. From preparing reports to scaling, the company can offer solutions to businesses across any industry. As a consulting firm, there is a team of CFOs ready to help in specialized situations.
Keating Consulting has been providing sound financial advice through its CFO services for over 25 years. The flexibility of the firm is what sets it apart, as clients can arrange for hourly CFOs or long-term implementation. The firm prides itself on its eye to the future. Startups can count on the CFOs at Keating Consulting to consider the upward valuation of the business. It aims to optimize valuation strategies and increase profitability for its clients. Not only will the firm prepare clients for board meetings, but it will even represent the company at the meeting if needed. The firm strives to maintain best practices and keep up with current trends, as well.
WHY THIS LIST IS FREE TO USE
The above list includes Outsourced CFO Services in SF that SFist believes actively provides superior services. In some cases, they are among the most successful teams in San Francisco. In some cases, variable, sponsorship listing fees or commissions effect the ranking position of the teams, but every one has a history of providing great services. To learn more about SFist's classifieds listings read more here.
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