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 services to a Philadelphia-based digital marketing firm. The company's co-founder appreciated the transformative impact the CFO team had on their business operations, sales, and project scoping. Their services included building a proprietary financial model for the company and advising on team expansion. The company has invested approximately $30,000 annually in the partnership, which began in October 2019 and is still ongoing.
Simplex Health, a health integration service provider, hired Your Outsourced CFO to provide high-level financial intelligence, forecasting, budgeting, and planning services. The CFO team worked closely with Simplex Health to establish budgets, review performance, and assist with fundraising efforts. The project began with one CFO, and an analyst was later added and then removed. The collaboration was born out of a conversation between the CEO of Simplex Health and Jeff, the CEO of Your Outsourced CFO.
Your Outsourced CFO was hired by a fee-based financial planning company to manage cash flow, understand expenses, and create a plan to pay down tax-related debt. The CFO team developed a complex spreadsheet with various data points and trigger points for better planning and used QuickBooks for financial management. The company spends about $500 per month on the services and has been working with the CFO team for seven years. The partnership, which is still ongoing, began when the company's founder met Jeff through a business partner.