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Outsourced CFO Advisory Services

Effectively managing your company’s finances is a key ingredient in achieving short and long-term goals. However, hiring a full-time, in-house Chief Financial Officer may not be an expense you have to incur, depending on your business structure. The DSJ Advisory Group offers comprehensive outsourced CFO services, working hand-in-hand with our clients to help ensure their financial objectives are realized.

group of business people discussing finances

DSJ Advisory Group’s Outsourced CFO Services

Monthly Engagement based on Business Needs

  • Going over business processes
  • Reviewing financial health
  • Maintaining and optimizing the businesses budget
  • Negotiation and review of contracts
  • Provide consultations on how to improve sales efficiency, employee retention, and employee benchmarking

Forecasting and Budgeting

Experts who will analyze the business and construct a forecast based on:

  • Income
  • Employee expenses
  • Operating Costs

Business Intelligence(BI) System Implementation

Strategies on How to Increase Business Funds

  • Market Analysis
  • Construction of an overall fundraising approach
  • Hold Mock-Lead Sessions

Tax & Bookkeeping Experts

  • Tax Preparation on all levels
  • Tax Preparers dedicated to your business
  • Streamlined process to ensure maximum efficiency

Enterprise Performance Management(EPM) System Implementation

  • Bookkeeping
  • Payroll
  • Data Management
managed outsourced CFO reports

Management Report Design

The DSJ Advisory Group develops and provides financial reports that cohesively make sense of the numbers; we present you with the critical data points helping you make informed decisions that keep your business moving forward.

Our outsourced CFO services offer significant advantages for a wide range of business types and scenarios, including:

  • Start-Up Businesses
  • Small Business Owners
  • Expanding Businesses
  • In-House CFO Replacement

Outsourced CFO Services Tailored to Your Unique Challenges

Depending on your company’s specific needs, the DSJ Advisory Group offers outsourced CFO services on a recurring basis or per-hour advisory work. Our personalized approach ensures you receive the assistance required to manage your finances effectively.

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