Skip to content

Outsourced CFO Services

Cook CPA Group is the perfect solution for business growth acceleration with “Tools to Thrive”, a program designed for companies looking for outsourced CFO services.

Benefits of an Oursourced CFO

There are many benefits to working with an outsourced CFO firm, including decreased expenses, strategic planning, and overall business improvement. With carefully outsourced CFO services from qualified and experienced financial experts like those available from Cook CPA Group, you can:

Increase Your Cashflow

In order to keep your business growing, you need a steady and reliable cash flow. Cook CPA Group can help you achieve this through our outsourced CFO services.

Decrease Your Expenses

By working with an experienced and affordable outsourced CFO firm like Cook CPA Group, you can immediately decrease your expenses by outsourcing non-core financial tasks.

Grow Your Revenue Streams

A qualified outsourced CFO like the financial experts who make up Cook CPA Group can work with you to identify and grow your revenue streams, improving your overall profitability.

Improve Your Investments

By working with an outsourced CFO, you can get expert advice on where to invest your money for the best return on investment.

Retirement Planning & Advice

Often, businesses don’t have the time or resources to focus on retirement planning. That’s where Cook CPA Group’s outsourced CFO services come in.

Strategic Goal Planning

One of the most important aspects of success is having well-defined, achievable goals. Cook CPA Group can help you create and implement strategies to help your business grow.

Staff Training on Goal Success

A big part of achieving success is ensuring that your staff are well-trained and understand your company’s goals. With outsourced CFO services you can focus on onboarding.

Overall Improvement

When you work with Cook CPA Group, you’re not only getting help with specific financial tasks – you’re getting a comprehensive business growth solution.

Insights from Evelyn Cook

Evelyn Cook, an expert in the field of finance, has seen it all when it comes to business. She’s seen what the best businesses do to expand their presence and how many firms make fatal mistakes that prevent them from achieving their goals.

When she was working on Tools to Thrive, Evelyn dug through the weeds with some of the top businesses to learn how they had succeeded in scaling their operations. Evelyn’s extensive business finance and accounting knowledge and her strategic smarts allow her to dig down deep into the details that make a difference between ultimate success and colossal failure.

california cpa cook cpa group
Evelyn Cook, President

Outsourced CFOs, also known as "outsourced chief finance officers," are a sort of non-employee corporate financial officer. They're a financial specialist who works for the business and uses their skills to assist it operate more efficiently. For example, they might boost cash flow, cut costs, generate streams, extend assets, and so on.

As an outsourced CFO, Cook CPA helps you save money on operational and overhead costs while adding resources to focus on core business operations instead of less important activities. Avoid making commitments for continuing expenditures and salary payouts for additional full-time employees while having less time to devote to fundamental business operations.

Business Growth Process

This five step process is designed to make your business thrive

best outsourced cfo servicesDuring the Kick Off phase we do a deep dive with you to understand you financial dreams and aspirations so that we determine the type of growth we’ll target for your business.

Defining Your Vision

  • Frame Your Relationships
  • Define Your Offers
  • Set Your Expectations
  • Make S.M.A.R.T. Goals

Affordable outsourced cfo servicesDuring the Business Planning phase we work with you to create a wholistic picture of your current and potential product sales opportunities.

Define Your Business Model

  • What do you sell?
  • Who do you sell to?
  • How do you sell it?
  • Who and what do you rely on?

outsourced cfo servicesDuring the Financial Growth Modeling phase we’ll work with you to model the internal and external financial growth drivers of your business.

Modeling Your Growth

  • Analyze Financials
  • Growth Patterns
  • Revenue : Expenses
  • Forecasting Categories

best outsourced cfo firmAnalyzing Data to Project Growth

  • Compiling Research
  • Strategic Insights
  • Business Roadmap
  • Full Financial Forecast

outsourced cfo firmsDuring the Tracking and Strategic Guidance phase we’ll meet with you regularly to track progress towards your goals and help you make business decisions to course correct as necessary.

Ongoing Growth Strategy

  • Cyclical Meeting
  • Tracking Progress
  • Correcting Courses
  • Analyzing Business Decisions

Outsourced CFO Packages

Which package is right for you?


$ 1,500
  • SWOT Analysis
  • Goal setting and business health check

  • Financial KPIs
  • Business financial KPIs in the cloud

  • Benchmark Metrics
  • Real-time benchmark metrics in the cloud

  • Strategic Planning Session
  • One Year Sales Forecast
  • Monthly Reporting
Schedule a Free Consultation


$ 3,000
  • Everything in Insight Package +
  • Three Year Financial Plan
  • 2 Financial scenarios
  • Monthly advisory meeting
  • Strategic Business Plan
Schedule a Free Consultation


$ 5,000
  • Everything in Growth Package +
  • 5 Financial scenarios
  • Web Page and PPT
  • Business Overview Quick Pitch Web Page and PPT

  • Dedicated Financial Support Team
  • Quarterly Mastermind Training
  • Annual Tax Filing
Schedule a Free Consultation