Getting to Know CFOShare: What We Do and Who We Serve

Running a business comes with a lot of financial questions. Are the books accurate? Is the company ready for its next stage of growth? What needs to be cleaned up before a transaction? Does the business need a full-time CFO, or just the right financial expertise at the right time?

That’s where CFOShare comes in.

We provide accounting, CFO advisory, transaction advisory services, and interim financial leadership to small and medium-sized businesses. Whether you need ongoing support, help solving a specific financial challenge, or experienced leadership during a transition, our team can step in and help move your business forward.

Here’s a closer look at what we do and who we serve.

What is CFOShare?

CFOShare is an outsourced finance and accounting partner for small and medium-sized businesses headquarter in Denver, Colorado. We work with firms all across the US as their remote team of experts.

At its core, CFOShare helps businesses get the financial expertise they need, when they need it.

We help companies build stronger financial foundations, gain better visibility into their numbers, navigate transactions, and access experienced financial leadership without necessarily hiring an entire in-house team.

Our services range from day-to-day accounting and financial cleanups to CFO advisory, transaction support, and interim CFO and controller leadership.

Who does CFOShare work with?

We primarily serve small and medium-sized businesses that need more financial expertise, capacity, or leadership. We have expertise in healthcare services and providers, professional services, SaaS, manufacturing, legal, and real estate. However, we are more than happy to help any industry.

That can mean a growing company that has outgrown its current accounting processes. It can mean an owner preparing to buy or sell a business. And for busy CFO’s who have more work than their internal team can realistically handle, we can help!

Our clients come to us at different stages and with different challenges, but they often have one thing in common: they need experienced financial support that can meet them where they are.

Does CFOShare provide accounting services?

Yes. Strong financial decisions start with reliable financial information.

Our accounting services help businesses maintain accurate, timely financial records and create a stronger foundation for decision-making. Whether a company needs ongoing accounting support or additional expertise to strengthen its existing processes, CFOShare can help.

What if our accounting is already behind or needs to be cleaned up?

That’s a common reason businesses come to us.

Sometimes accounting systems and processes simply haven't kept pace with the business. Accounts may need to be reconciled, historical information corrected, or financial records reorganized so leadership can confidently rely on the numbers.

CFOShare provides accounting cleanup services designed to help businesses move forward.

The goal isn't simply to tidy up the past. It's to create a financial foundation the business can use going forward.

What if we're preparing to buy or sell a business?

Transactions put financial information under a microscope.

CFOShare provides accounting cleanups for mergers and acquisitions (M&A) to help companies get their financial records ready for the scrutiny that comes with a transaction.

We also provide transaction advisory services for business owners and companies that are buying or selling a business.

Whether you're preparing your own company for a potential sale or evaluating an acquisition, having experienced financial professionals in your corner can help you better understand the numbers, identify potential issues, and navigate the financial aspects of the transaction.

Do you provide CFO-level support?

Yes. Our CFO advisory services give small and medium-sized businesses access to experienced financial leadership without requiring every company to hire a full-time CFO.

You might already have great accounting practices in place but need to look into the future to see where the business is headed. We can help you answer questions like: Can I hire someone new with the cash that I have? Is marketing a good investment right now? Are my services or products priced correctly?

CFO advisory can help bridge that gap, bringing a more strategic financial perspective to the decisions owners and leadership teams are making.

What if we already have a CFO?

We can help there, too.

Sometimes the problem isn't a lack of financial leadership. It's a lack of capacity.

CFOShare can provide additional support when an existing CFO or finance team simply has too much on their plate. We can add experienced resources and help tackle important work without requiring the company to immediately expand its permanent team.

Can CFOShare step into an interim leadership role?

Absolutely! We provide both interim CFO and interim controller services.

Businesses don't always have the luxury of waiting months to fill a critical finance position. A CFO or controller may leave unexpectedly, a company may be going through a transition, or leadership may need experienced financial oversight while determining the right long-term structure.

An interim leader can help maintain continuity, keep critical financial work moving, and provide experienced leadership during the transition.

When should a company consider working with CFOShare?

There isn't one single trigger.

It may be time to bring in CFOShare when:

• Your accounting needs more structure, accuracy, or attention.

• Your books need to be cleaned up so the business can move forward.

• You're preparing for an acquisition, sale, or other transaction.

• You need CFO-level insight but aren't ready for a full-time CFO.

• Your existing CFO or finance team is overloaded.

• You unexpectedly need an experienced CFO or controller.

• Your business has grown, but your financial processes and resources haven't grown with it.

• You need specialized financial expertise for an important project or transition.

Sometimes companies need ongoing support. Other times, they need the right people to solve a specific challenge. CFOShare is built to support both.

Ready to learn how CFOShare can help your business? Book a meeting today.