Our consulting CFOs2Go practice is the cornerstone of our firm on which the multi-function foundation continues to build. Together, we have helped clients with their needs for talent to address financial business challenges. We work on short-term projects, fill staffing gaps, provide expertise when needed and take on long-term CFO responsibilities as required. Our CFO consulting services are flexible and address your unique situation and scale as you need. With you, we determine the right solution, accounting for your existing staff and capabilities, needs, timing, and budget.

After a thorough conversation with our client, we conduct an initial assessment. With this, we determine the optimal mix of services: such as interim CFO recruitment, CFO consulting services, or direct hire for which we conduct a CFO executive search to match the specific need. Operating since 1988, our clients have represented every industry and situation imaginable and have come to rely on the exact financial management expertise they need, with our team members singularly or together in tandem.

Consulting engagements take many forms:

  • Projects-Based — A project-based engagement for a specific need can fit within a prescribed time frame and budget. Our experts can parachute in and immediately add value and deliver timely, cost-effective results.
  • Outsourced CFO Services — Many companies, based on their size or revenue, such as foreign entities setting up a company in the US, cannot justify hiring a full-time CFO. Yet, they need the expertise and maturity of a seasoned financial professional. CFOs2GO supports such clients as their virtual CFO, serving as the long-term outsourced financial advisor, providing stability and guidance to help them grow and thrive.
  • Board Advisory — Our board advisory and committee assignments support private, public and non-profit boards. These include governance strategy development, providing an experienced executive to serve as a Chief Governance Officer. We assess the overall board and management corporate governance, address organization structural and controls needed, and address company regulatory compliance requirements.
  • Hiring Advisory — CFOs2GO provides CFO advisory services: from helping you define clearer job descriptions to organizational planning and growth projections. As a top provider of CFO executive search and interim CFO recruitment, our CXO division leaders offer deep domain expertise in hiring advice.

Key Service Solutions

We provide a wide array of services, including audit preparation, board governance, finance and transformation, planning and analysis, mergers and acquisitions, monthly financial reporting, policies and controls, succession planning, strategic planning, tax planning, technical accounting, stock compensation, raising debt and equity capital, and valuations. Learn more about specific key services.

We collaborate with the leaders of our divisions – CIO, CRO, CHRO, COO and CXO – to ensure our clients have integrated solutions for their organizations.