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Outsourced CFO Services

Outsourced CFO Services

TL;DR:

  • Built for owners who have outgrown their bookkeeper and need the numbers run forward, not just recorded.
  • Outsourced CFO services that put financial strategy and tax planning in one place, billed monthly.
  • C-suite financial leadership without a six-figure hire on the payroll.

Book a confidential consultation. No full-time hire, no obligation. We will tell you quickly whether an outsourced CFO fits.

You can be profitable on paper and still lie awake wondering whether you can cover payroll in March.

We see it constantly. The books can be perfectly accurate and still tell you nothing about what to do next. Recordkeeping looks backward. Nobody in the room is paid to look forward.

Our outsourced CFO services put that person in the room. Part time, billed monthly, without the cost of a full executive hire.

There is rarely a calm reason. It usually hits around a million in revenue. You have someone recording every transaction, and no one turning those numbers into a decision.

What an Outsourced CFO Owns

We take the forward-looking work off your plate:

Forecasting and budgets you can plan against

Cash flow visibility, so you see what is coming before it arrives

KPI reporting that turns the numbers into decisions

Tax planning built into the strategy, not bolted on at year end

Lender-ready and investor-ready financials when you need them

How an Outsourced CFO Engagement Works

1

Discovery

We learn your business, your numbers, and the decisions in front of you.

2

Monthly rhythm

We build the forecast, cash flow view, and KPIs, then read them with you.

3

Forward planning

Strategy and tax moves handled by one senior team, in step with each other.

Why Businesses Trust Dimov Tax

Your strategy and your return are handled by the same senior team, each with 15 or more years of experience. Nothing falls into the gap between two providers.

Our accountant did the return. Nobody was thinking about the year ahead. Dimov Tax handles both now and the tax planning actually moves with the business. Big difference.
Laura K., Co-Founder, Restaurant, Georgia

Outsourced CFO vs a Full-Time Hire

The math is the easy part of the decision.

The U.S. Bureau of Labor Statistics put the median pay for financial managers at about $161,700 in its 2024 data, and a seasoned CFO sits well above that once bonus, benefits, and equity are added. Most growing companies do not need that line on the payroll. They need the judgement, a few days a month.

What you pay is based on your revenue, the complexity of your finances, and how much forward planning you need. Every engagement begins with a custom proposal, not a package off a shelf.

See what this looks like for you. Book a confidential consultation and we will scope it around your business.

Full-time CFOOutsourced CFO (Dimov)
Annual costSix-figure salary plus bonus, benefits, equityMonthly fee, from the low four figures
Time to valueMonths to hire and onboardEngaged in weeks
Strategic rangeOne person's experienceA CPA firm's full bench
Tax integrationUsually a separate firmPlanning and filing under one roof
CommitmentPermanent payroll lineScales up or down as you grow

Why One Person Should Not Control the Numbers

Our position: When one person controls payroll, bank access, and reporting with no second set of eyes, that is where it goes wrong.

In one publicly documented case, a company CFO pleaded guilty after failing to pay over $3.6 million in employee income and FICA tax withholdings. Independent oversight is not bureaucracy. It is what catches a problem while it is still small.

Saving Tax Now or Building Wealth for Later

Most owners default to an LLC to avoid the double taxation of a C-corp, and they save year after year. What that misses is the bigger lever: with the right structure, held long enough, founders can exclude a large share of the gain when they sell. That one move can dwarf years of pass-through savings.

There are other out-of-the-box strategies that are available for each type of taxpayer that people don't even think to use.
George Dimov, CPA

Is an Outsourced CFO Right for You?

This tends to fit if you:

Need the numbers run forward, not just recorded

Want forecasting, cash flow visibility, and KPIs you can act on

Need tax strategy and financial strategy handled together

Are not ready to put a six-figure executive on the payroll

You do not need your books in perfect order to start, and there is no wrong moment to bring in this kind of leadership.

Start the Conversation

Every engagement begins with a custom proposal built around your situation, not a package pulled off a shelf. What changes is the feeling of opening a report and knowing exactly what to do with it.

Book a confidential consultation. We will tell you quickly whether an outsourced CFO is the right step, and what it would look like for your business.