A CFO (Chief Financial Officer) provides strategic financial leadership by managing budgeting, forecasting, cash flow, financial reporting, and advising on growth strategies to help your business thrive.
CFO expertise without the overhead.
Contact usHigh level financial strategy, insight, and oversight to help you make smarter business decisions. Whether you're a growing company in need of financial direction or an established business looking for better clarity and control, we offer the expert CFO assistance services tailored to your needs and budget.
Benefits of Financial Leadership
Your dedicated team will get to know your business inside and out to craft strategies that are right for you.
- Financial Strategy & Forecasting
- Cash Flow Management
- KPI Tracking & Reporting
- Cost Analysis & Profit Improvement
- Budgeting & Variance Analysis
- Financial Systems & Controls
- Advisory for Growth & Scaling
Financial Strategy & Forecasting
Develop clear financial goals, budgets, and forecasts to guide your business growth.
Cash Flow Management
Monitor, analyze, and optimize your cash flow to ensure you have the liquidity to operate and expand.
KPI Tracking & Reporting
Identify key performance indicators and generate meaningful financial reports that drive better decision making.
Cost Analysis & Profit Improvement
Uncover areas to reduce expenses and improve margins without compromising quality.
Budgeting & Variance Analysis
Create and manage budgets, then analyze actuals to stay on track and adjust as needed.
Financial Systems & Controls
Strengthen internal processes, tools, and controls to ensure accurate, secure, and efficient financial management.
Advisory for Growth & Scaling
Plan for expansion, funding, hiring, and other strategic decisions with confidence.
Customized Financial Strategies
Partner with experts who care about your success. We treat you
like a neighbor, not a number.
A dedicated team
Your tax needs won't get shuffled around — you'll work with the same expert
team every time.
A human-centered approach
We provide real, local expertise to help you in person or remote.
Strategic financial planning
We set clear financial goals and create a tailored, long-term roadmap to grow wealth, manage risk, and achieve lasting financial security.
Local expertise, national resources
You get a local accountant's personal touch, plus our powerful national network.
Archer Lewis has helped 150,000+ businesses with their finances. See what we can do for yours.
Explore our other services
Archer Lewis is more than just a strategic financial advisor. We offer a full range of financial solutions to help your business succeed.
- Tax Preparation
- Tax Planning
- Tax Resolution
- Accounting Services
- Bookkeeping
- CFO/ Controller
- Payroll & HR Support
- Business Valuation
- Assurance
Archer Lewis also provides specialized services for high-net-worth individuals. Many of our clients rely on us to handle their business and personal tax needs, ensuring seamless coordination and simplicity.
Learn More
Contact Us
Ready to simplify your taxes? Reach out today for a personalized consultation.
Chat with an expertCFO Services FAQs
Answers to your questions about working with us
What is a fractional or outsourced CFO?
A fractional or outsourced CFO offers the expertise of a full-time CFO but on a part time or project basis. This provides high-level financial guidance without the expense of a full time executive.
How can CFO services help a small business?
CFO services help small businesses by providing clarity on finances, improving cash flow management, setting realistic budgets, tracking key performance indicators (KPIs), and supporting strategic decision making.
What kinds of businesses benefit most from CFO services?
Businesses experiencing growth, scaling operations, or needing better financial oversight, typically small to mid-sized companies, benefit most from CFO services.
How often will I work with the CFO?
This depends on your needs. Some businesses require monthly or quarterly meetings, while others may need ongoing support or help with specific projects.
Will the CFO handle my bookkeeping and accounting?
CFO assistance services focus on strategy and financial leadership, not day-to-day bookkeeping. However, they work closely with your accounting team or service to ensure accurate financial data and reporting.
How do CFO services improve cash flow?
A CFO analyzes your income and expenses, forecasts future cash needs, optimizes payment schedules, and helps plan investments or cost reductions to maintain healthy liquidity.
Can a CFO help with budgeting and forecasting?
Yes! Developing budgets and forecasts is a core CFO function, helping you plan for the future and measure actual performance against your goals.
What kind of financial reports will I receive?
You’ll get customized reports focused on your business’s key metrics, including profit and loss, cash flow statements, balance sheets, and KPI dashboards tailored to your needs.
How do I get started with Archer Lewis CFO services?
Simply reach out to schedule a consultation. We’ll assess your business needs and tailor a CFO service package that fits your goals and budget.