We are now accepting returning and new clients for the 2023 tax season. For returning clients, please contact sales@polygonadvisory.com. For new clients, please schedule a free initial call.


Outsourced CFO

Offering a robust line of productsto meet your personal and business needs

Outsourced CFO

Outsourced CFO

If you are a startup or a small business, you may not have the resources to hire a full-time CFO to handle your company’s finances. Our outsourced CFO services can help you get a deep understanding of your financials so that you can make better strategic decisions for your business. With an outsourced CFO, you can enjoy the flexibility of utilizing their services only when you need it, whether it’s for several hours each week or only a few hours a month. We tailor our service offerings to meet your needs. We help you lay the foundation, build the financial infrastructure, and do all the necessary work so that you can focus on growing your business and doing what you are best at.

Our outsourced CFO services are a hybrid between CFO and Controller Advisory Services, to assist you in standard compliance & business strategic planning. Our services include, but are not limited to:

  • Oversee your accounting systems to ensure proper bookkeeping and reporting
  • Monitor the financial health and well-being of the business
  • Review budgets and forecasts to help measure business performance
  • Help managing and forecasting cash flow assumptions and needs
  • Guidance in strategic planning relating to growth and expansion
  • Financial insight and guidance on all company decisions and issues
  • Audit readiness and assistance
Polygon Advisory Group social image

Ready to get started?

Book an appointment