Your clients already want CAS, FP&A and CFO work. CFOLogic gives your firm the playbooks, the AI-leveraged stack and the hybridshore team to deliver it from next month — under your brand, with your name on the work. No hires to make, no software to licence, nothing to build.
The relationship is yours and stays yours. We do not contract with, market to or contact your client, on this engagement or after it.
Every deliverable goes out in your name, in your templates, from your systems. Your client sees your firm, because it is your firm.
Playbooks, review structure, security posture and a trained bench — the infrastructure, from the first week, without building any of it.
A new service line that costs nothing to stand up.
In practice
No job posting, no software to licence, no training programme to write. You add delivery when a client signs, not before, so growth stops arriving as a payroll decision you have to make a quarter early.
You price the engagement. We deliver the base.
In practice
The spread between what you charge the client and what delivery costs you is the line that funds the rest of the firm. It widens as you move clients onto a method instead of onto a person.
The climb stalls because your best people are holding the base.
In practice
We hold it. Close, reconciliations, AP and AR run to a documented calendar, and the people you hired for advisory finally spend their week on it.
March should not be the month you lose someone.
In practice
Overflow moves to a trained bench already running your SOPs, so your senior people review instead of grind, and the quality your name is on does not become the thing at risk.
The profession is moving "from historian to futurist" (AICPA RISE 2040) and up the CAS 2.0® curve from compliance to advisory. Every firm knows it. What stops them is that climbing means hiring ahead of the revenue, and the people you would hire are the ones already holding the base.
This is the actual product. Not hours, and not people you have to manage — the method, the tooling and the bench that make a service line deliverable from the week you decide to sell it.
SOPs, close calendars, review checklists and a QA structure built across 450+ engagements. You adopt a working method in week one instead of writing one over three years.
Automation on the repetitive end — categorisation, reconciliation prep, anomaly detection, variance narratives — so throughput rises without you buying, integrating or maintaining a single tool. Judgment stays with a person, and a person stays accountable.
A US lead in your time zone who knows your firm, backed by a 40+ person Center of Excellence. Employees we hire, train, review and retain — not contractors, not a ticket queue.
Doer, reviewer and QA on every engagement, shared trackers open at any hour, and a set cadence. You commit to a client date knowing who is on it and where it stands.
Start with the one your pipeline is already asking for and add the rest at your own pace. Each is priced and sold by you, delivered by us, and invoiced by your firm to your client.
Sell the base as a fixed-fee monthly service: close, AP, AR, payroll, reconciliations.
In practice
Delivered in your systems and under your brand - QBO, Xero, NetSuite, Bill.com, Ramp - to a close calendar your client can hold you to.
The upgrade clients ask for and most firms cannot staff.
In practice
Rolling forecasts, budget against actuals with variance narratives, and dashboards a client reads without a walkthrough. Priced as advisory, because that is what it is.
A CFO offering, without a CFO hire.
In practice
Investor reporting, board packs, and scenario models for the hire, the price rise and the raise. Board-ready, in your name, with your partner in the room.
The engagement you currently refer out and never see again.
In practice
Quality-of-earnings support, data-room preparation and lender packs, with the discipline of 450+ engagements behind it. The client stays yours.
A US lead who is accountable to you, backed by our Center of Excellence, working as one team under our oversight to one standard. You are not taking on a management job.
We learn your firm, your systems and the work you are turning down.
In practice
Two or three working sessions to map your clients, your tools and where the hours actually go - before anything is scoped or priced.
Our SOPs and review cadence map onto your workflow, not the other way round.
In practice
QBO, Ramp, Gusto, Bill.com, Excel - we work in what you already run. Nothing your clients see changes, because nothing about your side of it changes.
A US lead paired with trained analysts, delivering inside your environment.
In practice
Onboarding runs to a checklist: access, close calendar, first cycle shadowed, second cycle owned. Weeks, not months.
Capacity arrives when the client signs, so the pipeline stops being a hiring problem.
In practice
Add delivery per engagement as you win it, and move your own people up into the advisory work the base was blocking.
The staffing vendor you tried
×Rents you seats and hours
×Rotating, junior staff you manage
×Bandwidth for tasks you still have to define
×Project management lands back on you - chasing status while your client waits
×Security as an afterthought
CFOLogic
✓Hands you a service line you can sell on Monday
✓Employed finance professionals we hire, train, review and retain
✓A working method - playbooks, close calendars, review checklists
✓Doer, reviewer, QA and a set cadence - you commit to a client date with confidence
✓SOC-aligned security from day one
Multi-step evaluations, technical rounds and case studies.
In practice
10+ hours of structured upskilling monthly, real career paths - people who ramp fast and stay. Employees, not contractors, so you are never handed a portal and a ticket queue.
Cloud-first on Microsoft 365, infrastructure certified to SOC 1, SOC 2 & ISO/IEC 27001.
In practice
AES-256 encryption, MFA everywhere, quarterly access reviews - the answers your client's diligence questionnaire asks for.
Doer-reviewer-QA on every engagement, shared trackers open to you at any hour.
In practice
Daily standups, weekly delivery reviews, monthly business reviews. You always know who is on it and where it stands.
We say what we do, and we do what we say. Consistency is the differentiator. Visit the Trust Center →
7
new clients, no new hires
Texas CFO services firm - delivery bandwidth tripled in 60 days and the close cut from 20 days to 10, with seven new clients taken on and nobody hired locally.
In practice
A four-person team under the Managed Outcome Model - AP, reconciliations and MIS dashboards - with SOPs in place inside three weeks.
−40%
rework, team freed for advisory
Florida CPA firm - a doer-reviewer-QA structure cut rework by 40%, variance reporting went consistent across 90% of clients, and the local team moved to advisory.
In practice
A three-tier review - doer, reviewer, QA - across 12 clients; rework down 40%, and 90% of clients on consistent variance reporting.
+20%
on fixed fees
New Jersey CPA advisory firm - raised fixed-fee pricing 20% as perceived value rose, and our analyst grew into a fractional controller role on the account.
In practice
A part-time strategic analyst with CFOLogic oversight built the dashboards and board packs; fees rose 20% on the uplift.
A short call, no pitch. Tell us the work you are declining or referring out, and we will tell you what it would take to deliver it under your brand — and whether it is worth your while.