White-label CFO services for your firm
Deliver CFO expertise under your brand
Your brand. Your clients. Our CFO team behind the scenes.
White-label CFO services
Benefits
For your firm
- New revenue stream - Offer high-margin CFO services without hiring full-time staff.
- No recruiting hassle - Avoid the costs and delays of hiring senior financial talent.
- Stronger client retention + profitability - Meet growing client needs and keep them in-house.
- Scalable service delivery - Serve startups to scale-ups without adding headcount.
- Enhanced brand positioning - Become a full-service advisory firm.
For your clients
- Leverage CFO expertise - World-class financial leadership, no full-time hire.
- Strategic financial leadership - Focus on growth, cash flow and profitability.
- Flexible support - From a few hours a month to several days a week.
- Brand continuity - Clients continue working with the firm they already trust.
- Confidence built on clarity - Expert guidance on expansion, fundraising, and risk.
SERVICES
Services you can offer under your brand
- Financial planning & analysis (FP&A)
- Cash flow management and forecasting
- Profitability analysis and cost optimization
- Budgeting and long-range modeling
- KPI development and performance dashboards
- Due diligence support
- Systems and process improvement
- Executive CFO coaching
- Ad-hoc financial guidance
PROCESS
How it works
Deliver expert CFO services under your brand with ease, speed, and flexibility – giving your clients the financial guidance they need while keeping your firm front and center.
Why partner with us?
With a seasoned team of CFOs bringing multi-industry expertise and over 1,300 engagements completed in 12 years, we deliver proven frameworks and standardized reporting for consistent quality. Acting as your invisible CFO division, we work under your brand while leveraging a track record of supporting firms in over 34 countries and facilitating more than $100 million in fundraising and advisory services. Contact us today to book your consultation.
Experienced
team
CFOs with multi-industry expertise, having completed 1,300+ engagements over 12 years.
Proven
frameworks
Standardized processes and reporting that ensure reliable, consistent quality.
Invisible partnership
We operate as your CFO division so your clients see only your brand.
Track
record
Trusted by firms in 34+ countries, supporting $100M+ in fundraising and advisory success.
OUR AWARDS
Trusted and recognized by leaders in our field
Expand services. Grow revenue. Keep clients. Without hiring.
TESTIMONIALS
What our clients say
Entrepreneurs drive New York’s economy, creating growth, jobs, and social impact. We serve these visionaries! Hundreds of founders and management teams in the city rely on their trusted finance and accounting partner to scale their businesses efficiently.
Business is about people. At Outsourced CFO, a finance professional or team with the right mix of expertise is personally matched with your company, helping build a world-class finance function tailored to your growth. Your success in New York’s dynamic market is our success story.
“OCFO has been a vital resource to Impact in supporting our expansion and related increased workload. Louw and the team are professional, humble and dedicated to providing quality service across a number of functions, including audit support, month end sprints, systems transitions and other special projects.”
Max Havemann
Finance Director at Impact.com
“Been a client of OCFO for over a year and highly recommend them for their accounting services. The team are Xero experts which makes being able to see where things are at with business a breeze.”
Jason Bagley
Founder at Growth Experts
Find out more
FAQs
What are white-label CFO services?
White-label CFO services let your firm provide full CFO-level support under your brand. Clients see your firm; we do the work behind the scenes.
How fast can I launch?
Days, not months. Your CFO division can be up and running, serving clients, before you know it.
Are these CFOs qualified for US standards?
Absolutely. Our offshore professionals are trained to US financial standards, are fully GAAP-compliant, and have experience with international business.
Can this scale with my clients?
Yes. From a single client to a full portfolio, support scales up and down with your firm’s demand.
How does pricing work for white-label CFO services?
Pricing depends on engagement type – fractional, project-based, or ongoing. You maintain control over your billing to clients and your profit margins.
What industries do your CFOs have experience in?
Our team has supported clients across 25+ industries, including tech, manufacturing, professional services, e-commerce, and real estate.
