Your Outsourced CFO
visit site- $1,000+
- 2 - 9 employees
- Philadelphia, PA
Your Outsourced CFO is a business agency based in Philadelphia with more than two experts. Since their founding in 2013, they have offered business consulting and financial accounting services for small and medium-sized businesses alike.
Client Insights
Industry Expertise
This provider has not added their industry expertise.
Client Size Distribution
Small Business (<$10M) 75%
Midmarket ($10M - $1B) 25%
Common Project Size
<$10K 1 project
$10K-$49K 1 project
Clients
- Mole Street
Highlights from Recent Projects
Your Outsourced CFO provided strategic financial consulting for a Philadelphia-based digital marketing firm. The firm invested approximately $30,000 annually for the services that began in October 2019 and are still ongoing. The team at Your Outsourced CFO built a proprietary financial model for the company and assisted in assessing the firm's capacity for onboarding new team members. The firm's principal and co-founder noted the outsized and transformative impact of Your Outsourced CFO on how their business operates, sells, and scopes out new projects.
In another project, Your Outsourced CFO was hired by a fee-based financial planning company to assist with cash flow management, expense understanding, revenue generation, and debt repayment planning. The engagement, which started seven years ago, still continues with the company investing about $500 per month. The team at Your Outsourced CFO developed a comprehensive spreadsheet with various data and trigger points to aid in better planning. The founder and CEO of the financial planning company acknowledged the team's contribution to their ongoing cash flow management and financial planning efforts.
For Simplex Health, a health integration service provider, Your Outsourced CFO provided high-level financial intelligence, including forecasting, budgeting, and planning. The team also assisted with fundraising efforts. The CEO of Simplex Health noted the significant improvement in their financial understanding and the credibility gained from higher-level financial intelligence. The expertise of Your Outsourced CFO was particularly crucial when developing their pitch deck. The project involved weekly and monthly meetings to establish budgets, forecasts, and review performance.