Outsourced CFO Services

Having access to the financial expertise of a CFO can go a long way to help your business grow and prosper. Your business may not have the resources to hire a full-time CFO, but you don’t need to. We provide outsourced CFO services designed to help small and midsized businesses become more profitable.

Beyond general accounting and bookkeeping functions, a CFO can help your business get to the next level through careful planning and pointed financial guidance. At Jeffery Davidson & Associates, we offer everything from budgeting and forecasting to exit strategies. We'll also deliver timely, comprehensive, financial data presented in a way you can easily understand and use to manage your business more efficiently. Our processes include establishing a rhythm for meetings, goal setting, reporting, assessing and guiding through analytical review, and more.

We offer a free initial consultation to get to know prospective clients. Call us at 281-238-4442 and set up an appointment so we can learn more about your business goals and discuss how we can help you achieve them. Serving Texas, New Mexico, Louisiana, Arkansas, and Oklahoma.

Interim and part-time CFO services:

• Operations review
• Cash flow management
• Strategic business planning
• Outsourced accounting services
• Monitoring business metrics and KPI's
• Budgeting, forecasting and variance analysis
• Profit improvement strategies
• Exit strategies
• Establish and maintain financing
• Board reporting and presentations
• Contract negotiation
• Financial reporting and analysis
• Mergers and acquisitions
• Help selecting and implementing accounting systems
• Upgrading internal controls
• Risk management