Part-Time CFO Services

Strategic Financial Leadership Without the Full-Time Cost

Your business is growing. You’ve moved past basic bookkeeping—but you’re not quite ready for a full-time Chief Financial Officer. That’s where our Part-Time CFO Services come in. At Next Edge CPA, we offer executive-level financial strategy, planning, and oversight tailored to small businesses that need high-impact support without the overhead of a full-time hire.

Whether you need help with budgeting, forecasting, fundraising, or financial decision-making, we become your trusted advisor and financial partner.

Why Hire a Part-Time CFO?

Most small businesses can’t afford—or don’t need—a full-time CFO. But that doesn’t mean they can operate without financial leadership. A part-time CFO bridges the gap between basic accounting and big-picture strategy.

With a CFO on your side, you can:

Understand your numbers beyond profit/loss
Prepare for growth with structured financial planning
Make smart decisions with confidence
Communicate effectively with lenders, investors, or stakeholders
Free up time to focus on what you do best

We provide clarity and direction when the numbers start getting more complicated.

Who We Help

Our part-time CFO services are designed for:

Fast-growing small businesses
Founders ready to scale operations
S-Corps and LLCs seeking structure and insight
Businesses preparing for loans, fundraising, or exit
Non-profits with board reporting needs
Entrepreneurs who want to stop guessing and start planning

If your financials are “fine” but you’re not sure what they mean—or how to act on them—we can help.

What’s Included in Our Part-Time CFO Service

We tailor our engagement to your needs, but typical services include:

Financial Strategy & Planning

We create short- and long-term financial plans that align with your business goals, cash flow, and growth targets.

Cash Flow Oversight

We monitor your cash flow regularly and offer proactive solutions to improve liquidity and stability.

Budget Creation & Management

We build a functional, realistic budget and track actual performance against it—month after month.

KPI Tracking and Performance Analysis

We define key metrics, monitor them over time, and help you take action when things drift off course.

Forecasting & Scenario Modeling

We create forward-looking projections to help you understand how decisions will impact your finances.

Lender & Investor Readiness

We prepare financial packages, reports, and presentations that lenders and investors expect to see.

Internal Controls & Process Improvements

We identify financial inefficiencies, risk areas, and systems that need upgrading—and we fix them.

Benefits of a Part-Time CFO

Executive Insight

You get strategic financial guidance from a CPA-level advisor who understands both numbers and business operations.

Fraction of the Cost

No salary, benefits, or overhead. You get the value of a CFO for a small monthly investment.

Growth Alignment

We help you grow with control, not chaos. Every financial decision is aligned with your long-term goals.

Audit-Ready Records

We help maintain financial documentation that holds up under investor scrutiny, grant requirements, or due diligence.

Collaborative Partnership

We’re not just accountants—we’re partners in your success. Our role is to help you make better decisions, faster.

Real-World Scenarios Where We Help

You want to hire, expand, or invest—but don’t know if you can afford it
You’re making money but don’t know where it’s going
You need to prepare for a bank loan or investor pitch
You’re unsure how to price your services for profitability
You need to create financial reporting for a board or leadership team
You’re stuck reacting to problems instead of planning ahead

We bring structure to the financial side of your business—so you can stop flying blind.

How It Works

Initial Strategy Session
We assess your business model, current financial systems, pain points, and short- and long-term goals.
Onboarding & Data Review
We dig into your historical data, reporting tools, and accounting structure to get a full picture.
Plan Development
We create a custom financial roadmap that includes budgeting, forecasting, and KPI tracking.
Ongoing Engagement
Each month, we meet to review results, update your projections, and address emerging issues.
Flexible Scaling
Need more support during fundraising season or scaling periods? We can adjust involvement as needed.

Get the Financial Leadership Your Business Deserves

Your business is too important to run with vague numbers and gut instincts. With a Part-Time CFO from Next Edge CPA, you’ll get the insights, structure, and strategy you need to grow confidently—and sustainably.

Let’s build a smarter financial future together. Contact us today to schedule a consultation and learn more about how our Part-Time CFO services can support your vision.