top of page

CFO Services

Strategic Financial Leadership Without the Full-Time Cost

Not every business needs a full-time Chief Financial Officer, but every business can benefit from high-level financial strategy. Our CFO Services give you access to seasoned financial expertise — helping you make informed decisions, improve profitability, and plan for sustainable growth — without adding a costly executive salary to your payroll.

Why CFO Services Matter

A CFO provides insight and strategy that go beyond bookkeeping and tax compliance. With our CFO services, you can:

  • Understand your financial performance and key drivers

  • Improve cash flow and profitability

  • Plan for growth with confidence

  • Identify and mitigate financial risks

  • Make data-driven strategic decisions

What We Offer

Our fractional and part-time CFO services include:

  • Budgeting & Forecasting – Setting realistic targets and preparing for future needs.

  • KPI Development & Tracking – Measuring what matters for business success.

  • Cash Flow Analysis & Management – Ensuring you have the liquidity to operate and grow.

  • Financial Modeling – Assessing the impact of different strategies and scenarios.

  • Cost Analysis & Profitability Reviews – Identifying opportunities to increase margins.

  • Board & Investor Reporting – Professional financial presentations to support funding and decision-making.

Why Choose Sterling Tax & Accounting CPA

  • Big-Picture Thinking – We connect the dots between your financial data and your business strategy.

  • Flexible Engagements – Services tailored to your needs, from monthly meetings to quarterly check-ins.

  • Experience Across Industries – Insights drawn from diverse sectors, including healthcare, construction, hospitality, and nonprofits.

Get Started Today

Bring strategic financial leadership to your business without the full-time cost of a CFO.

bottom of page