← Comprehensive financial consulting

Outsourced CFO

Outsourced CFO for companies

An outsourced CFO takes on your company's financial management with the level of involvement you need. Depending on what we agree, it can range from planning and management reporting to running your entire finance department day to day: cash, accounting and dealings with banks, auditors and investors, without the fixed cost of an in-house team.

Content reviewed in

What an outsourced CFO can do

Every proposal is tailored to each company's needs and budget, from day-to-day work to strategy.

Planning and strategy

  • Annual budget, forecasts and their monitoring
  • Business plan and scenarios for major decisions
  • Support with valuations, company acquisitions or sales and due diligence
  • Participation in management meetings

Treasury and financing

  • Cash flow forecasting and monitoring
  • Management of collections and payments: direct debit batches, payment schedules and transfers prepared for your signature
  • Negotiation and relationship with banks
  • Search for and analysis of financing options

Reporting and control

  • Monthly reporting with commentary and recommendations: profit and loss, balance sheet and cash flow
  • Design of the management accounting model and dashboards by site, project or business line
  • Variance and profitability analysis
  • Tailored reports for partners, investors, banks or site managers

Running the finance department

  • Receipt and control of invoices and document management
  • Accounting and tax coordinated with our advisory team
  • Regular review of documentation, with alerts for anything missing
  • Coordination with auditors, external advisers and investors

When it makes sense

Your company is growing

More revenue, a bigger team or new sites: intuition is no longer enough and you need reliable financial information.

You have partners, investors or banks

They expect regular information, forecasts and a solid financial counterpart. The outsourced CFO prepares that information and takes on that role.

An in-house team doesn't pay off yet

You get the experience of a finance director with a department behind them, with the involvement you need at each stage.

How we work

  1. 1

    Financial assessment

    We analyse the financial position, cash and the information available, and agree the scope and involvement with you.

  2. 2

    Implementation

    We design the management accounting model and reporting and run in parallel with your current system until everything reconciles.

  3. 3

    Ongoing management

    We prepare regular reporting, join management meetings and support you in financial decisions.

Frequently asked questions

What clients ask before getting started

If your question isn't answered here, write to us and we'll get back to you.

What is the difference between an outsourced CFO and an accountant?

The accountant records what has happened and handles compliance. The outsourced CFO looks ahead: planning, analysing profitability, managing cash and taking part in management decisions.

Can you run our entire finance department?

Yes. We can take on everything from receiving invoices, accounting, tax and cash management to reporting and financial management, or just the part you need if you already have your own team.

How does the switch from our current system work?

Gradually. During implementation your team keeps working as usual while we replicate the work in parallel. We compare results, align criteria and hand over once everything is stable.

Does the outsourced CFO work with my team?

Yes. They coordinate with your accounting department, your controller or our advisory team so that information is consistent, reliable and on time.

How is the fee calculated?

It depends on the scope, the level of involvement and the size of the company (for example, the number of sites or accounting entries). It is charged as a monthly fee, agreed after an initial conversation in which we send you a specific proposal.

You may also be interested in · Business ControllerComprehensive financial consultingOutsourced CFO, Business Controller, financial planning and reporting. Real visibility over your business, so decisions are based on judgement rather than intuition.

Enquire with no obligation

Whatever your type of business, we adapt to you.

Controller: LEVER MANAGEMENT CONSULTING, S.L.. Purpose: to respond to your enquiry. Legal basis: your consent. Recipients: data is not shared with third parties unless required by law. Rights: access, rectification, erasure and others, as explained in the privacy policy.