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Strategic
CFO Services

Empowering growth through expert CFO partnership

At Fully Accountable, we offer more than accounting. We’re a CFO partner fully invested in your success. Our team seamlessly integrates with your business, learning your systems and goals to create financial strategies that drive real growth. With our support, you get the best of both worlds—dedicated financial expertise combined with real-time insights that turn data into decisions. 

Watch our video to see our approach in action.

Meet the Experts

Corey NiggelChief Financial Officer
Ashley TadlaChief Financial Officer
Natalie AdamsChief Financial Officer
Tyler KitchensChief Financial Officer
Amy ShepkerChief Financial Officer
operational strategic cfo

What Is the Difference Between an Operational
CFO and a Strategic CFO?

An operational CFO focuses on how past financial metrics influence the present. A strategic CFO, on the other hand, goes further by understanding both the past and present to implement measures that ensure long-term stability and growth.

At Fully Accountable, our strategic CFOs take a holistic approach, using deep analysis to create tailored strategies for long-term success. Our team of virtual CFOs, consultants, and financial controllers works closely with you, offering customized reports and unmatched customer service.

Virtual CFO Services

Virtual CFOs offer critical insights and strategies for scaling operations, optimizing revenue, and enhancing profitability in the digital marketplace. By providing high-level financial expertise on an as-needed basis, they help digital-first businesses manage finances efficiently, adapt to market changes, and seize growth opportunities. Working closely with business leaders, virtual CFOs align financial strategies with business goals, analyze performance metrics, and refine busi ness models, making them invaluable for improving customer acquisition, streamlining operations, and staying competitive in the fast-paced digital economy.

Company Strategy

With our CFO consulting services, our strategic CFOs work closely with your CEO and executive to develop a strategy that optimizes business practices and creates actionable insights into how your business can succeed in the future.

You deserve a CFO strategic plan that utilizes what already exists instead of wasting resources trying something novel that’s not backed by metrics and data. You also deserve a CFO who understands how to streamline your business by getting rid of operational inefficiencies and opening new pathways to capital growth.

strategic cfo company strategy
strategic cfo company

Operational Management

Strategic CFOs go beyond analyzing the present; they collaborate with operational managers to streamline current operations while planning for future success. Unlike purely operational CFOs, strategic CFOs unlock hidden potential by maximizing productivity, increasing profits, and reducing costs without sacrificing quality or customer satisfaction. They also anticipate industry shifts and pivot as needed, ensuring long-term growth and adaptability.

M&A Advisory

In any transaction or merger, it’s crucial for both parties to have the right tools and reports for a smooth process. Our strategic CFOs guide you through every step, from initial analysis and forecasting to advising key team members, stabilizing financial functions, and preparing necessary documentation. Whether your exit strategy involves a partial, public, entity, or asset sale, we ensure a seamless and successful transition.

Strategic Tax Planning

Rest easy knowing your company’s taxes are prepared by the right people. With Fully Accountable, you not only avoid tax pitfalls, but enjoy peace of mind and compliance with IRS requirements.

We know how much strategic tax planning can affect a business’ bottom line so we work hard to protect all of our clients from liability.

During any transaction or merger and acquisition situation, it’s important for both the buying and selling company to have all the right tools and reports in order to achieve a swift and thorough transaction. That’s where our strategic CFOs come in.StrategicCFO-Advisory

To learn more about how our entity management service can help your business grow.

Schedule a call with one of our experts now

What Is the Strategic CFO Job Description?

The meaning of the strategic CFO position has changed. Instead of only providing value through the product market mix, strategic CFOs deliver value to stakeholders through cost-effective operations, as well as creating capabilities that set their company apart from its competitors.

So, succeeding as a strategic CFO isn’t only about looking at the future. Essentially, we combine the responsibilities of an operational CFO with those of a strategic CFO. With a strategic CFO, you receive a financial professional who can implement long-term strategies without sacrificing the present.