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Beyond the core three
Where Controller Services keep the accounting function running accurately, CFO services focus forward: cash forecasting, budgeting, and the financial judgment calls that shape where the business is headed next.
The Model
Outsourced CFO services give a business forward-looking financial planning without a full-time executive hire. The work centers on forecasting, budgeting, and decision support. Juris CFO provides it to small businesses, with scope and pricing confirmed after a consultation.
Outsourced CFO services are a part-time way to get senior financial judgment: where cash will be, what you can afford, and which decisions deserve a closer look. Virtual CFO services and a fractional CFO describe the same model.
An outsourced CFO for small business builds on reliable books. If records are behind, fix that first; a part time CFO cannot forecast from numbers that cannot be trusted.
Roles
A bookkeeper records transactions, a controller keeps accounting accurate and closes the books, and a CFO uses those results to plan ahead. Many businesses add these layers in that order.
Juris CFO does not act as an officer of your company or give legal, investment, or audit assurance advice.
What's included
What you get
Custom quote — scoped to your needs
Good fit
Not included
Before you reach out
It depends on meeting frequency, deliverables, business complexity, book quality, and any lender or investor reporting. Juris CFO does not publish fixed fees; we provide a tailored quote after a consultation.
Usually when decisions outgrow what bookkeeping reports can answer: hiring plans, new debt, pricing changes, a fundraise, or recurring cash shortfalls. Reliable books come first, then forecasting and budgeting.
A controller keeps the accounting function accurate through the close, reconciliations, and statements. A virtual CFO looks forward, using those statements for forecasts, budgets, and decisions. Juris CFO offers both separately.
No. CFO work builds on bookkeeping and accounting rather than replacing them. Juris CFO's CFO services do not include day-to-day bookkeeping or tax return preparation, which are separate services.
Bring current financial statements, your goals for the next twelve months, and a list of upcoming decisions such as hiring or financing. Juris CFO uses these to define scope.
Not quite right?
Recording every transaction accurately, so the numbers underneath your business are never in question.
Learn moreTurning recorded transactions into reviewed, reconciled, and explained financial performance.
Learn morePreparing personal and business tax returns based on your recorded and reviewed financial information.
Learn moreSenior-level oversight of your accounting function — without hiring a full-time controller.
Learn more