Keep more cash, control your costs and improve your bottom-line

We help solve financial challenges using creative ideas and innovative solutions
Supporting Client Portfolios
$ 20 M+
Years of Executive Financial Leadership
1 +
Lines of Credit &
Loans Secured
$ 1 M+

CFO Strategies

Who We Are

Companies choose CFO Strategies to understand their company’s financial health better and enable them to make more informed business decisions. We are a team of certified public accountants and other senior professionals with diverse financial experience in various industries.

We offer chief financial officer, controller-level accounting, and bookkeeping services. CFO Strategies provides financial reporting on current results and focuses on forecasting and business planning so you can navigate in ever-changing business environments.

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What We Do

We Support Innovation

From day-to-day accounting to CFO-level strategy, we build the systems, insights, and discipline companies need to scale confidently.

About Us

Your Trusted Partner for CFO Level Financial Leadership

Our team of CFOs at CFO Strategies LLC is dedicated to enhancing your financial success. With our expertise in Chief Financial Officer services, we empower you to make informed decisions that drive growth and profitability. As your trusted partner, we collaborate with you to streamline your financial processes, improve cash flow, and enhance your financial stability. Our Chief Financial Officer services are designed to be accessible to all businesses, irrespective of their size or industry.

If you’re ready to elevate your financial management and take your business to the next level, contact CFO Strategies LLC today. Our experienced CFOs are ready to assist you in achieving your financial goals. Don’t miss out on the opportunity to work with a team of professionals who understand the intricate world of finance. Choose CFO Strategies LLC for all your Chief Financial Officer needs and experience the difference expertise can make in your business’s success.

Reviews

What Our Clients Say

Google
Craig Schlosser profile picture
Craig Schlosser
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Alan, Jason, and the Team at CFO Strategies are amazing partners. We have had the pleasure of working with them for over a decade and highly recommend any opportunity where you can too.
Google
Eddie Varricchio profile picture
Eddie Varricchio
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I’ve been meeting and consulting with Jason Lefkowitz of CFO Strategies on financial planning for my construction company, particularly around acquisitions and vertical integration. Jason is a well-informed industry leader whose insight has been invaluable. CFO Strategies consistently demonstrates professionalism, reliability, and a strong work ethic. They don’t just bring technical expertise they show real initiative, tackling challenges head-on and offering innovative solutions that move the needle. Highly recommend Jason and his team to any business looking for strategic financial guidance and trusted long-term partners.
Google
Aaron PIerce profile picture
Aaron PIerce
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Jason is an all around expert at CFO services and a great guy to work with generally. Highly recommend.
Google
Jamie Morris profile picture
Jamie Morris
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Simply the best CFO services you find.
Google
A. Chris Eslami profile picture
A. Chris Eslami
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I know Jason through my professional network. While I haven't personally used his services yet, I've been impressed by his expertise and professionalism in our meetings. With that, I would encourage anyone to listen to his strategy.
Google
Vince Corbisiero profile picture
Vince Corbisiero
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CFO Strategies takes the guesswork out of construction projects. They deliver instant visibility into costs vs. budgets, which is a game-changer for busy building firms
Google
Katya Sverdlov profile picture
Katya Sverdlov
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excellent service - fast and accurate, clear pricing, would recommend always!
Google
Hanley Rivera profile picture
Hanley Rivera
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Marlene H. and CFO Strategies consistently demonstrate professionalism, reliability, and a strong work ethic. They are not only highly skilled in their role, but also show great initiative in tackling challenges and finding innovative solutions.
Google
Kevin Ketcho profile picture
Kevin Ketcho
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
CFO Strategies has been critical in streamlining our accounting and helping our construction company succeed overall. Marlene, who is in our office fulltime, has been a big factor in this!
Google
JoeL C. Leite profile picture
JoeL C. Leite
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
It’s such a pleasure to me working with Marlene! She is dedicated, honest, and consistently finds efficient solutions to any challenge. Her professionalism shines through in everything she does. Wishing you all the best and a blessed 2025.

Build a Stronger Financial Foundation to Scale

We streamline your finance function, improve controls, and deliver executive insight so you can move faster and lead smarter.

Why Choose us

Why Choose CFO Strategies LLC for Your Chief Financial Officer Needs?

Experienced CFOs

Our team comprises seasoned Chief Financial Officers with a deep understanding of financial strategies, analysis, and management. We bring this expertise to your company to help you make sound financial decisions.

Customized Solutions

We know that no two businesses are alike. That’s why our CFO services are highly customizable. We work closely with you to identify your unique financial challenges and goals, then develop a tailored strategy to address them.

Cost-Effective

Hiring a full-time CFO can be expensive for many businesses. CFO Strategies LLC offers cost-effective solutions, allowing you to access top-tier financial expertise without the high overhead costs.

Strategic Planning

We help you chart a course for financial success. Whether it’s optimizing your budget, forecasting, or long-term planning, our CFOs provide guidance that ensures your business’s financial health.

FAQ

Frequently Asked Questions

Explore quick answers about our CFO support, timelines, and how we help improve cash flow, reporting, and profitability.

We’re here to help you determine what services would be right for your organization. Our team will set up an on-site or virtual meeting with you to learn more and then perform a complimentary due diligence review, which includes a review of your financial records and interviews with key staff.

We then generate a proposal that outlines our assessment and makes recommendations for implementing best practices, including a multi-phased approach to achieving the mutually agreed-upon goals. If you decide not to hire us or do not want to move forward, you still get to keep the complimentary business review at no cost.

No. While we can help place full-time controllers and CFO’s in the event a company is looking for a full-time person, our team consists of employees of CFO Strategies designed to meet your company’s specific needs.

No, we do not ask for a specific timeframe for services when we agree to work together. We are at-will. While we do ask for 30-days notice to help in a transition period, services can be terminated at any time by either party.

Our fees are based upon the amount and type of services we provide, complexity and volume, and seniority of staff assigned. The fee is typically less than if you hired an outside accounting firm to do similar work. We support our clients both on-site and virtually and do not charge for telephone calls or email correspondence. It is part of what we do.

Many of our clients pay a fixed monthly fee for recurring work; some prefer to pay regularly at the same time that they fund their payroll. We will work with you to accommodate the payment option that works for you.

Our office is your office. We establish ourselves as a member of your team, providing services on-site, yet remaining available even when we are not there, to support your staff and senior leadership as issues arise. We work at our clients’ offices but supplement our time with remote work as well. COVID-19 has prompted more remote work and we are fully capable of both on-site and virtual working relationships.

No, we do not have to come to your office. We tailor our services and offerings based on your company’s needs and wants. We can perform services 100% remotely if you would prefer us not to come on-site.

We assign a CFO Strategies professional or team with the appropriate skill and industry experience for your company’s needs and wants. We hit the ground running, adding value on day one.

Our team consists of CFOs and controllers with many years of experience in a wide range of industries. We match the specific person or people assigned to your team based on skill set, experience, and expertise to ensure they have knowledge about your industry. The only thing we need to learn is how you conduct your particular business operations, but in terms of your industry, we can add value immediately.

Our team consists of CFOs and controllers with many years of experience in a wide range of industries. We match the specific person or people assigned to your team based on skill set, experience, and expertise to ensure they have knowledge about your industry. The only thing we need to learn is how you conduct your particular business operations, but in terms of your industry, we can add value immediately.

Connect With Us Today

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