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The Working Relationship with a CFO Services Firm

  Arthur F. Rothberg, Managing Director, CFO Edge, LLC  
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  Article Summary  
Before engaging the services of a consultant, most business owners and CEOs will want to learn as much as they can about the particulars of the client-consultant working relationship. This is especially important when engaging an outsourced CFO services provider, given how closely the CFO will be working with the CEO and the financial executives and staff.

Your expectation in terms of this working relationship should be nothing less than the delivery of high-level, transformational financial consulting capabilities from a savvy, experienced financial professional. Your outsourced CFO should understand your business and industry and offer practical, proactive solutions to your financial problems and challenges.

This article takes a deeper look at the company/CFO services firm working relationship by posing and discussing answers to seven questions. Areas addressed include resource integration, collaboration, fit, communication, knowledge transfer, expertise, and outcomes.

Every Los Angeles and Southern California business is unique, and each has its own unique financial problems and challenges. Therefore, outsourced CFO services are not cookie-cutter—they should be tailored to meet each client’s particular situation. Similarly, the working relationship between an outsourced CFO services provider and the hiring client will be a little bit different for every business.

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