Delivering valuable insight that changes the way you work.

CFO Services

SAOS Outsourced CFO Services

Your SAOS Virtual CFO will oversee all financial aspects of your business and deliver the financial intelligence you need to make faster, more informed decisions. But we don’t stop there. Our experienced CFOs simplify accounting processes and serve as a liaison with other professional providers, always acting in your best interest. We’ll give you back the time you need to focus on what matters most—growing your business.

Your trusted business partner

We go beyond tracking expenses and preparing budgets. By cultivating relationships with your employees, as well as your bankers, CPAs, lawyers and insurance brokers—we stay actively engaged on your behalf. Having a trusted financial advisor on your side can be your greatest asset and we strive to make sure you have everything you need to help your business succeed.


Automated financial intelligence

You don’t have time for outdated financial information and clumsy software. At SAOS, our CFOs uncover inefficiencies and implement streamlined accounting processes and procedures to transform the way you work. We put the financial insight you need at your fingertips, whether you’re in the office or on the road.


Cost-effective solutions

Regardless of your business size, we are able to provide affordable solutions whether you need us for two days a week or five. From start-ups to large organizations, no business is too big or too small to reap the benefits from an outsourced CFO relationship. Outsourcing your CFO position greatly reduces the cost and hassles of hiring a permanent employee—not to mention the time it takes to train them.


Metrics that matter

Having accurate numbers are great—but we go beyond that. Using metrics tailored to your unique industry, we provide you with the data you need to run a successful business. From there, our virtual CFOs offer support, expert advice and guidance along the way. Simply put, we’re here when you need us.

Outsourced CFO Services Include:


Board of Directors reporting


Streamlined accounting processes and procedures


Review and summarize analytical data and provide insight to stakeholders


Merger and Acquisition support


Prepare and monitor budgets


Forecasting, key metric benchmarking and trend analysis


Break Even Analysis


Oversee financial aspects of the business


Liaison with bankers, accountants, lawyers, insurance brokers, 401K administrators and more

Need additional financial expertise and guidance?