At The Strategic CFO™, our driving mission is to create success through financial leadership. Our core services allow us to carry out this mission.

Support, solutions success…we provide advanced financial and operational management with measurable results.


Improving Profits and Cash Flow
In our Consulting practice, we utilize what we call The Strategic CFO™ Solution. This is an 8-step process that looks at all aspects of your business, recommends and implements solutions, and then quantifies results in clear and measurable terms.

CFO Coaching Membership
Get the personalized, ongoing support you need to be successful in your role. The CFO Coaching Membership entitles you to one hour, one-on-one coaching sessions EVERY WEEK with the CFO Coach of your choice. Plus unlimited access to our tools & resources.

Tools, Templates and Resources at the Tip of Your Fingers
You asked and we answered. Access our most popular tools, templates, and resources in our SCFO Lab. Inside, you will find 20+ Execution Plans, bimonthly Office Hours, private community, and all our whitepapers/templates.

CFO Coaching Workshops

Learning The Art of the CFO™
A recent New York Times article calculated the cost of hiring and training a new employee at up to 1.5 times the departing worker’s salary. Retaining your CFO or Controller earning $100,000 for even one additional year can save your company up to $37,500 in that year alone.

Retained Search

Building Your Team
Our Retained Search solution provides our clients with a distinct advantage over traditional recruiting firms. Being consultants rather than recruiters, we’ve actually worked in the positions we interview for and are uniquely aware of the skills required to fill these positions.

Financial Leadership Workshop Self Study

Coaching from the comfort of your home.
Access the videos and materials from our live coaching workshops in our Financial Leadership Workshop Self Study.

Meet some of our clients
Interim Controller, post system implementation support
Audit readiness, cash to accrual, interim Controller
large data reconciliation, post implementation support
Cash to accrual, U.S. GAAP
CEO, operations, audit readiness
Audit readiness, coaching
Interim Controller
Coaching, Outsourced Accounting, Interim CFO
Interim Controller, Audit Readiness
Interim CFO
Coaching, Interim Controller
Operations Enhancement
Coaching, Audit Readiness
Interim CFO
Interim Controller, Audit Readiness
Cash To Accrual, Financial Reporting


Strategic CFO™ Financial Leadership Workshop
The Art of the CFO®


September 12-15th 2022