Outsourced CFO Services

Providing Strategic Expertise to Small Business Owners

At BradyRenner CPAs, we understand that managing the core bookkeeping and accounting functions of a small business is often overwhelming. As a result, business owners often lack the time or opportunity to properly evaluate and manage their business financials in a proactive manner.

To meet this need, BradyRenner offers small business owners a powerful solution: outsourced CFO services, delivered by our expert CPAs, at a fraction of the cost in time and money that other options typically require. The Outsourced CFO solution offered by BradyRenner CPAs is an optional service that any BradyRenner client can add to their suite of small business accounting services. BradyRenner Outsourced CFO clients receive:

  • Monthly financial reports packaged and prepared
  • Annotated review of report findings, issues and priorities
  • Monthly or quarterly CFO-level working sessions
  • 12-month forecast with key indicators and objectives
  • Assistance with bank financing and meetings
  • Optional industry benchmarking and comparative analysis
  • On-call analysis of major business decisions and future investment options
  • Access to BradyRenner partner experts in business owner financial planning and growth/exit strategy

Clients who engage our Outsourced CFO services can focus on addressing key business priorities, such as:

  • Strategic planning
  • Review of financial statements
  • Cash-flow analysis
  • Profitability analysis and enhancement
  • Working capital improvement
  • Operating budget development
  • Capital investment planning
  • Purchasing new equipment or property
  • Building the owner’s net worth
  • Accounting systems and controls
  • Financing options for growth
  • Banking and lending strategy and support
  • Establishing and monitoring key performance indicators (KPIs)
  • Quarterly tax projections with key planning strategies


Juanita Keehn Circular“Over our fourteen years in business we have had three or four accountants. I kept asking for our accountant to become more familiar with us and our business — to really serve as our expert CFO. I needed to know what I didn’t know and didn’t see. Matt Brady and his team understood what I was asking for and have been there from the start. Matt offers his expertise as our outsourced CFO, bringing enormous value to our business. I know that Matt has my back, and his team has my company’s back as well.”

Juanita Keehn, President & CEO J’s Associates, LLC