CFO Services for Small Business

Growing businesses often reach a point where they need professional financial advice, but cannot justify the cost of hiring a full-time Controller or CFO. If you’re fortunate enough to be in this position, then CFO services may be a great solution.

CFO services are more practical and cost-effective for your business. Limitless Investment & Capital has a team of experienced accounting professionals who have many years of experience serving as controllers and CFOs for both private and non-profit organizations. CFO services will benefit your small business by having the expertise of our entire team. with a dedicated point person to dive deep into the numbers on a regular basis.

Types of CFO Services

Limitless provides growing and established organizations with experienced CFO-level talent on anoutsourced, part-time basis at a fraction of the cost of a full time employee. Our CPAs and consultants provide specialized skill sets to navigate times of transition when you can’t afford to be without a CFO. We price our service offerings very sharply at rapid mandated turnaround times and place exceptional quality CFOs, Financial Controllers, and Analysts on the project, by leveraging on our varied and wide resource database pool.

Is your company in need of an interim CFO as soon as possible due to the incumbent CFO suddenly quitting or falling ill for a long period of time? Limitless Investment & Capital has the expertise to immediately take over the responsibilities and provide financial advice, financial analysis and consulting, accurate financial statements, an independent viewpoint, and cost savings. Searching for a new candidate could be extremely timely as well as costly and our services ensure help to tide over the gap formed by the departing CFO and incoming CFO.

There may be times when your company is handling multiple projects at the same time. This can put immense pressure on your existing CFO, who may find it increasingly difficult to do justice to all the projects. Instead of spreading your CFO too thin, Limitless Investment & Capital can assist with your CFO’s projects. Our CFO steps in as a ‘Special Purpose CFO’ for a limited period, analyzing the company’s strengths and weaknesses, and proposing corrective actions. Our CFO works in tandem with your existing senior management team and your full-time CFO to expedite and execute multiple projects with great efficiency.

Benefits of CFO services

Without getting better financial information to make decisions, you’re burning valuable cash and inviting your competitors to gain an edge over your firm. Outsourced CFO services can help your business:

  • Understand your cash flow and projections
  • Develop real wealth for your company
  • Protect profits, hire at the right time, and control costs
  • Build a financial plan that works
  • Minimize your business risk and get better ROI
  • Avoid major financial disasters

Limitless CFO Services Offer Financial Expertise at Your Fingertips

CFO services are key to better cash flow control, increased operational efficiency, and accelerated business growth. With financial visibility comes more investor opportunities and improved scalability outcomes. Limitless CFO services offer:

Cost Effective:

Outsourced CFOs provide highly experienced financial expertise for a fraction of the cost of a comparably experienced in-house CFO. This makes it a more cost-effective option for companies experiencing growth, raising capital, preparing for a transaction, or mitigating a financial or operational challenge.


An outsourced CFO tends to have exceptional industry and project experience. Our outsourced CFOs have decades of corporate financial experience in public, private, and non-profit sectors. We align our clients with the CFO on our team that can provide the best strategic advantage given project and industry experience

Faster Results

Outsourced CFOs have a unique capability to hit the ground running. We see our services as an investment, not a cost. We seek to move the needle in your company by providing strategic services that will accelerate growth, increase profitability, optimize operations, or facilitate more successful transactions.

When Should My Business Consider a Part-Time CFO?

Businesses require expertise and experience to drive profitable, sustainable growth. A Part-Time CFO can identify new growth strategies and provide methods to reduce costs to improve your business’ profitability, at a fraction of the cost of a full-time CFO.

  • Cash Flow Management- Manage your capital runway, debt obligations, and ensure the ability to invest in new projects.
  • Profitability Optimization- Identify opportunities to improve margins through granular analysis of channels, service lines, products, and more.
  • Exit Strategy- Prepare your company with defensible financials and a logical strategy before an interested party comes calling.
  • Fundraising Support- Plan for the timing, format, and level of funding required to support business operations.
  • Internal System Implementation- Put systems and controls in place across your business to accelerate growth.
  • Business Strategy- Setting a strategy for your business, after a thorough analysis of your entire business environment, will give your company the best chance for success.
  • Mergers and Acquisitions- Make informed business decisions when considering M&A opportunities. We can evaluate, negotiate and close transactions and assist in the successful transition into your existing business.

Limitless CFO Services Serving Small Businesses in Gilbert, Scottsdale and Denver.

The foundation of any company’s accounting and finance function is to produce timely and accurate financial information for the business. Limitless Investment and Capital’s CFOs in Gilbert, Scottsdale and Denver oversee these accounting and finance functions; however, the true value of our CFOs is their ability to provide forward-looking financial analysis. The analysis provided is focused on driving additional profitability and value to your company. For more information, please contact us TODAY!