CFO Services
CFO Services
OUR SERVICES
Financial Partnership for That Powers Your Vision
At My Local CFO, we believe financial expertise should feel like a helping hand, not a foreign language.
We partner with you to transform complex numbers into clear direction, illuminating the path toward your business goals. Our services are designed around what businesses like yours actually need—with flexible options that respect your unique journey, timeline, and resources.
Why Businesses Like Yours Choose
My Local CFO
Remember when basic bookkeeping felt like enough? As your business evolves, so do your financial needs. You're seeking deeper insights into your metrics, more thoughtful forecasts, and structured plans that connect meaningfully with your business aspirations.
Yet bringing on a full-time CFO often costs more than growing companies can justify. Our services bridge this gap—providing the strategic financial guidance that nurtures your growth without the commitment of a full-time executive. Think of us as the financial partner who's there exactly when you need us, exactly how you need us.
Finding Your Perfect
Financial Partnership
CFO On-Demand: Snapshot
Perfect for:
Businesses generating $100K-$500K annually who need a structured
fiinancial foundation to build upon.
How we support your journey:
Quarterly check-ins where we measure progress, celebrate wins, and refine budgets together
Guidance focused on creating stability while preparing the groundwork for your next phase of growth
Clear performance metrics that show exactly where you stand and where opportunities await
Financial clarity without unnecessary complexity—because your focus should be on your business, not deciphering spreadsheets
This option works beautifully for companies that don't need monthly engagement,
but still want a trusted financial advisor in their corner.
CFO On-Demand: Spark
Perfect for:
Businesses earning $500K-$2M annually who benefit from more frequent financial oversight as they navigate growth.
How we support your journey:
Monthly conversations to update forecasts and respond thoughtfully to emerging trends
Support that helps you spot market shifts early and adjust spending with confidence
Detailed metrics illuminating various aspects of your performance—turning data into actionable insights
Financial oversight that becomes a natural part of your regular business rhythm—creating continuity and momentum
This level brings both strategic guidance and practical support to growing businesses with active expansion plans.
CFO Concierge
Perfect for:
Established businesses exceeding $2M in revenue or navigating complex accounting needs across multiple dimensions.
How we support your journey:
Access to a dedicated team—including CFO, accountant, and tax advisor—who understand your unique business story
Comprehensive guidance on budgeting, forecasting, compliance, and tax strategy—all aligned with your vision
Advanced dashboards and custom reporting designed around what matters most to your specific goals
A seamless financial team that integrates with your leadership while handling the complex details behind the scenes
This option creates a cohesive financial department under one umbrella, helping you maintain smooth operations while positioning strategically for your next chapter of growth.
CFO For A Day
Perfect for:
Businesses facing specific financial crossroads or opportunities that need intensive, focused guidance.
How we illuminate your path forward:
Thoughtful review of your current financial position with fresh, expert eyes
Strategic advice on resource allocation and investment decisions aligned with your long-term vision
Identification of untapped revenue opportunities that others might have missed
Systems and process evaluation with clear, actionable recommendations you can implement immediately
Our process includes preparation, intensive consultation, collaborative action planning, implementation guidance, and supportive follow-up. This service especially helps businesses that are growing without proper financial leadership, looking to improve profitability, considering major financial decisions, or wanting to strengthen systems before scaling to new heights.
Industry Understanding That Makes a Difference
We've walked alongside healthcare providers, technology innovators, mission-driven nonprofits, manufacturers, professional services firms, and many other sectors. While our roots run deep in North Carolina, our team works with companies around the globe.
This unique combination of local heart and global perspective helps you apply financial guidance in ways that respect the nuances of your specific situation, no matter where you operate or what challenges you face.
Turning Numbers Into Clarity
We believe financial data should illuminate decisions, not complicate them. That's why we present your financial story through clear, intuitive dashboards and reports—helping you quickly spot trends and respond with confidence.
By transforming raw numbers into meaningful insights, we help you plan thoughtfully for future staffing, equipment, marketing, and other investments. Our guidance reduces uncertainty, eliminates guesswork, and keeps your team focused on what they do best—building your vision.
Taking the First Step Together
Choosing the right financial partner should feel as natural as any important relationship. If you already know which option resonates with your needs, we'd love to discuss creating a plan tailored to your specific situation.
If you're still exploring possibilities, our team can have a conversation about your current challenges and aspirations, helping determine which level of service would best support your journey forward.