Your Outsourced CFO Solution That Feels In-House

Our All-Inclusive Platform

We combine all of the important financial functions for your business into one all-inclusive monthly platform.  Our firm is relationship driven and by offering everything in one place it allows us to offer your business a single relationship to handle all things financial. 

We handle the tax planning, cash flow strategies, data tracking, and so much more on an ongoing basis and provide you with a truly out-sourced solution that feels in-house.

Bookkeeping

More than just tracking cash flows, though that is part of it. Consider us your entire financial department allowing important decisions to be made with current, organized data.

Payroll

We handle everything for both W2 employees as well as 1099 contractors. We will file your quarterly and annual reports, provide direct deposits, and supply documents come tax season.

Tax Compliance

Federal tax returns, state tax returns, sales tax, franchise and excise tax, business use tax, and a whole lot more! LLCs, S/C Corps, even Sole Proprietors… we cover it all.

Tax Planning

Proper tax planning and strategies should be implemented year-round to reduce tax liabilities. Rent vs Buy? Salary vs Distribution? The lack of a strategy costs huge margin losses annually.

Insurance Audits

Complying in a timely manner with your insurer’s requests for payroll and revenue audits before they have to ask for a second time, and making your agent’s job easy along with yours.

Entity Renewal

No more notices of administration dissolution or anything of the sort. Let us handle keeping you current so that your legal entity is never at risk of being overdue for renewal.

“I love cleaning up QuickBooks and running payroll!” -Nobody, ever.

We are here to do the tasks that cost your business valuable time. More importantly, that valuable time is only valuable if you spend it doing the things that make your company money. Outsource the financial and administrative functions to our small team of specialists and take your business to the next level.

Monthly Plans Starting @ $495/month

  • Our CFO360 platform makes your financial management easy with a single, flat monthly fee that covers everything from bookkeeping and payroll to tax planning and compliance. No hidden costs, no separate bills—just clear, comprehensive support under one roof.

  • Every business is unique, so we start with a free consultation to get to know yours. After understanding your needs and goals, we’ll recommend the right services and deliver a customized monthly rate—not guesswork, just precision.

  • We believe great service should speak for itself, not be locked down in contracts. That’s why our clients enjoy flexible monthly agreements with no long-term commitments or cancellation fees—move at your pace, with no risk.

  • Our small team is comprised of accounting and financial professionals. No hourly workers, no overseas outsourcing, and nobody with less than 10+ years of experience. The financials of your business are important—don’t trust this task to anyone less than a true specialist.

Our Typical Client

  • Our services are best suited for small businesses generating between $500,000 and $2 million in annual revenue. At this stage, you’ve outgrown the “do-it-yourself” approach to financial management, but you may not be ready—or willing—to commit to the costs of building a full in-house finance team. We specialize in supporting companies in this sweet spot, where strategic financial guidance can have the biggest impact.

  • Many of our clients come to us feeling bogged down by bookkeeping, payroll, and other back-office responsibilities. These tasks, while essential, take valuable time away from running and growing the business. Our CFO360 platform steps in to handle these functions seamlessly, so owners can reclaim their focus and energy for what they do best—serving customers, innovating, and building their brand.

  • Hiring a full-time CFO or VP of Finance isn’t always realistic for a smaller operation. That’s where we bridge the gap. Our clients gain access to the same strategic financial insights and planning a larger company would enjoy, but at a fraction of the cost. This means you get guidance on cash flow, profitability, and growth opportunities without adding a six-figure salary to your payroll.

  • We work best with owners who are serious about both top-line growth and bottom-line profitability. For us, tax planning is more than a once-a-year event—it’s an ongoing strategy that can help fund expansion, improve cash reserves, and maximize owner take-home pay. If you’re ready to use your financials as a tool for growth, not just a reporting requirement, we’re ready to be your partner.

We’re Small, But Mighty

The size of our firm allows us to be nimble, but more importantly it allows you to work with a dedicated representative from Day One. We are a group of talented, educated accountants, analysts, and payroll specialists who only have one mission: to let you focus on your top line growth while we focus on your bottom line profit.

Additionally, because of our scale we have become as selective with the new clients we work with as we expect you to be when selecting the correct partner. We take pride in the fact that we speak extensively with all prospects up front to make sure that the fit is perfect before we begin a new relationship.

What Our Clients Say

  • "The CFO360 platform is AMAZING!!!! Their team is very professional and very transparent with pricing, and exactly what we needed as a growing organization. Ben encourages us to ask questions, and does an EXCELLENT JOB of going over everything. Over the years he has saved us tens of thousand of dollars with proactive planning! We highly recommend the entire team at CFO360!"

    Kelly A.

  • "Navigating the complexities of a new business can feel overwhelming, but Ben transformed that challenge into an absolute breeze! His expert guidance illuminated a process we were completely in the dark about, making it not only seamless but genuinely easy. The peace of mind and clarity he provides is invaluable. To Ben and the entire team: you've earned not just our gratitude, but our unwavering loyalty as lifelong customers."

    Austin W

  • "The ProCFO360 crew exceeded expectations. Their team is knowledgeable, responsive, and efficient. They made the entire on-boarding process seamless and stress-free. I especially appreciated their attention to detail and ability to explain complex issues clearly. I highly recommend ProCFO360 to anyone seeking reliable and professional business support."

    Jason H.

  • "Ben and his team are great. The personal attention while you are in the office is unmatched and the remote support he offers on an ongoing basis makes it feel like he is right down the hall at all time. Highly recommend CFO360!"

    Shannon M.

  • "The CFO360 team makes operating our business really easy. While we focus on growing our sales and finding new clients, their team takes care of our entire financial backend to allow us to spend our energies on what we do best. They explain everything and with so much patience, and I have not have any trouble understanding every report because they're made simply. So glad we found you guys."

    David B.

  • "Ben is always responsive to our email inquiries, scheduled calls with us whenever we need to speak, answers all of our questions, educates us along the way, efficient with our time (and never makes us feel rushed), very personable, and actually made us enjoy deep diving into our books. We look forward to many more years of partnership!"

    Jennie L.

  • Ben is awesome, easy to talk to, and easy to work with. He started working with us last minute last tax season when our previous accountant had us six months behind. He helped us through our taxes and then eventually took over the rest of our finances. Knowledgeable, aware, and just a great guy all around. I will be returning and referring other businesses his way!

    James R.

170

Small Businesses Being Served

100+

Combined Years of Experience

Ready To Take The Next Step?

We would love to know more about your business. The first step in partnering is for us to schedule a free consultation so we can learn more about your needs and provide you a custom proposal for our solutions.

Please tell us a about your company and we’ll be in touch within 1 business day.