Our Services

Outsourced CFO Services

Financial leadership beyond accounting.

Financial Leadership Beyond Accounting

CAS gives you accurate financial information and helps you understand financial performance.

Outsourced CFO Services help you use that information to manage the financial direction of the company.

ZumCPA's Outsourced CFO engagement is the firm's higher-level financial leadership service.

Outsourced CFO Services May Include

CFO-level financial strategy

Strategic budgeting

Rolling forecasts

Cash-flow forecasting

Scenario planning

Long-range financial modeling

KPI strategy

Profitability strategy

Growth planning

Capital allocation analysis

Financing and lender strategy

Expansion analysis

Major hiring analysis

Executive decision support

Management financial meetings

Strategic tax coordination

Financial-process leadership

Controller-level oversight when included in the engagement scope

Executive financial leadership

Investment

Custom Engagement

The scope and pricing are determined by the company's complexity, financial-management requirements, meeting frequency, and level of CFO involvement.

ZumCPA is a specialized virtual CPA firm providing accounting, reporting, tax, and advisory services to established businesses. Our CAS packages are designed to provide accurate accounting, stronger financial reporting, and direct CPA insight without automatically expanding into controller or CFO responsibilities. Businesses requiring executive-level financial leadership, strategic forecasting, financial planning, or controller-level oversight can engage ZumCPA through our separate Outsourced CFO service.

Discuss Your Outsourced CFO Needs