Skip to content
  • About
    • About Us
    • Locations
      • Houston
      • The Woodlands
      • Corpus Christi
  • Services
    • Services Overview
    • Tax Advisory & Preparation
    • Accounting & Compliance
    • Outsourced CFO
    • Other Services
  • Blog
  • Careers
    • Work With Us
    • Partnership Program
Menu
  • About
    • About Us
    • Locations
      • Houston
      • The Woodlands
      • Corpus Christi
  • Services
    • Services Overview
    • Tax Advisory & Preparation
    • Accounting & Compliance
    • Outsourced CFO
    • Other Services
  • Blog
  • Careers
    • Work With Us
    • Partnership Program
GET STARTED

Outsourced CFO Services

Evans Sternau CPA offers outsourced CFO services to provide our clients the information they need to make informed business decisions.

SCHEDULE A MEETING

Why hire an Outsourced CFO?

Outsourced CFO services, including cash flow projections and annual budgets, provide businesses with expert financial guidance and strategic planning without the need for a full-time, in-house CFO. This cost-effective solution allows companies to access the specialized knowledge and skills of experienced financial professionals on an as-needed basis.

Outsourced CFO Service Packages

Outsourced CFO

On Call Business & Tax Consultations
Scheduled Meetings
Standard Business Performance Dashboard
Customized Financial Performance Dashboard
Annual Budget & Performance Monitoring
Cash Flow & Profitability Forecasting

Essential

  • On-Call Business & Tax Consultations
  • Standard Business Performance Dashboard

Premium

  • On-Call Business & Tax Consultations
  • Standard Business Performance Dashboard
  • Annual Budget & Performance Monitoring
  • Cash Flow & Profitability Forecasting
Annual

Concierge

  • On-Call Business & Tax Consultations
  • Customized Business Performance Dashboard
  • Annual Budget & Performance Monitoring
  • Cash Flow & Profitability Forecasting
Quartlery
view all services

Cash Flow & Profitability Forecasting

Cash flow projections play a vital role in financial planning by forecasting the inflows and outflows of cash over a specific period. These projections help businesses anticipate:

  • Future cash positions
  • Identify potential gaps
  • Make informed decisions to ensure sufficient liquidity

 

An outsourced CFO can leverage their expertise to develop accurate and detailed cash flow projections tailored to the unique needs of the business.

Evans Sternau Fathom Pic 2.5
Three CPAs in business attire sit at a conference table. They are looking up and to the right.

Annual Budget Creation & Performance Monitoring

Annual budgets are crucial for effective financial management and goal setting. An outsourced CFO collaborates with the company’s management team to create comprehensive budgets that align with the organization’s strategic objectives. These budgets provide a roadmap for:

  • Allocating resources
  • Tracking performance
  • Making informed financial decisions throughout the year

Business Performance Dashboards

Monitor your business’ financial performance in one of two ways:

  1. Utilize Evans Sternau CPA’s standardized dashboard, which includes many of the commonly used performance metrics such as profitability, cash flow, accounts receivable monitoring.
  2. Let us build your customized dashboard, integrating all of your financial and operational data into a report tailored to your business.   In addition to our standard metrics, the custom dashboard can provide key insights into customer, business unit and employee performance.
Evans Sternau Fathom Pic 1.75

In Need of Outsourced CFO Services?

The fastest way to get started with Evans Sternau CPA is filling out our questionnaire. Have questions? Not a problem – feel free to give us a call.

(832) 482-4240
SCHEDULE A MEETING
Evans Sternau CPA logo (white). To the right of the company name are four symbols that resemble "E" and "S".
  • About
  • Services
  • Careers
  • Call Now
  • Get Started
  • About
  • Services
  • Careers
  • Call Now
  • Get Started
  • About
  • Services
  • Careers
  • Call Now
  • Get Started
  • About
  • Services
  • Careers
  • Call Now
  • Get Started
  • About
    • About Us
    • Locations
      • Houston
      • The Woodlands
      • Corpus Christi
  • Services
    • Services Overview
    • Tax Advisory & Preparation
    • Accounting & Compliance
    • Outsourced CFO
    • Other Services
  • Blog
  • Careers
    • Work With Us
    • Partnership Program
  • About
    • About Us
    • Locations
      • Houston
      • The Woodlands
      • Corpus Christi
  • Services
    • Services Overview
    • Tax Advisory & Preparation
    • Accounting & Compliance
    • Outsourced CFO
    • Other Services
  • Blog
  • Careers
    • Work With Us
    • Partnership Program
Instagram Linkedin Twitter Facebook
832-482-4240
Copyright © 2023 Evans Sternau CPA. All Rights Reserved.
Evans Sternau logo (in color). "Evans" is blue, "Sternau" is yellow – the name is to the left of four symbols that resemble "E" and "S".
  • About
    • About Us
    • Locations
      • Houston
      • The Woodlands
      • Corpus Christi
  • Services
    • Services Overview
    • Tax Advisory & Preparation
    • Accounting & Compliance
    • Outsourced CFO
    • Other Services
  • Blog
  • Careers
    • Work With Us
    • Partnership Program
SCHEDULE A MEETING