Imagine having someone who knows your numbers cold — where cash is going, what the margins really are, and what next quarter looks like — sitting on your side of the table. That is what an outsourced CFO from IFS delivers: partner-level financial leadership, with the depth of a full CPA firm behind it.
Clean books. Clear strategy. One firm, working to a standard you can rely on.
See what's aheadCash flow forecasts and budgets, so decisions look forward, not backward
Know your real marginsJob, product, and customer profitability you can actually act on
A partner at the tableA CPA who knows your business advising on the decisions that matter
Tax strategy built inPlanned all year, because the firm running your books also files your return
Most growing businesses reach the same awkward stage. The books get done, the return gets filed — but nobody is telling the owner what the numbers mean, where cash is headed, or whether the next big decision actually pencils out. Hiring a full-time CFO is one answer — but a single hire buys you one person's bandwidth and one person's perspective.
Outsourced CFO service is our answer to that gap. We manage your financial function day to day — the books, the cash, the payroll, the receivables and payables — and layer on the forward-looking leadership a CFO provides: forecasting, margin analysis, budgeting, lender support, and year-round tax strategy. All of it delivered by a firm, not an individual — so the tax expertise, the systems discipline, and the partner-level judgment come as one engagement.
The outcome is an owner who stops guessing. You know your numbers, you see what's coming, and there is one licensed firm managing all of it to a professional standard.
This is built for owners who are:
Every engagement is built on clean monthly books, then layered with the financial leadership your business needs.
Bookkeeping, bank and card reconciliation, and a disciplined monthly close — the foundation everything else stands on.
P&L, balance sheet, and cash flow — delivered monthly and translated into plain English: what changed, why, and what to do about it.
Day-to-day oversight of where your cash sits, plus forecasts that show what next month and next quarter look like — before they arrive.
A/R and A/P tracked and managed: who owes you, what's due, and when to pay it, so cash keeps moving and nothing ages out.
Payroll run correctly and on time — wages, withholdings, owner compensation, and the filings behind it, coordinated with your tax strategy.
Job costing, customer and service-line profitability, and pricing support — so you know where the money is actually made.
Financials ready when the bank asks. Support for loan applications, lines of credit, and the questions lenders actually ask.
Quarterly estimates, entity structure, reasonable compensation, multi-state issues, and sales tax — planned during the year, not discovered in April.
Most firms hand you a stack of reports and call it advisory. We take the opposite view. A CFO's job is to help you run the business — which means the books have to be right, the reporting has to mean something, and the work has to be done to a standard we're willing to put our name near.
That is why outsourced CFO work at IFS is partner-led. Your engagement is overseen by CPAs who maintain the books behind your numbers and prepare the tax return those numbers feed, and who answer the phone when you have a decision to make.
We get the foundation right before we lead anything forward. No shortcuts.
We sit down to learn your business: your goals, your numbers, your systems, and where you're flying blind today.
We clean up the books and establish the reporting baseline, so the CFO work stands on solid ground.
We agree on the monthly close, the reports you'll receive, and a standing cadence to review the business together.
Month after month: current books, forward-looking forecasts, and a CPA in your corner for every major decision.
"John Hoffmann has been taking care of all my accounting needs since 2007. He has really helped me gain control of my business and bookkeeping. I highly recommend IFS."
"We've been with John for ten years. Whenever you call John, he is never too busy to take a phone call. He has made a big difference for our business."
If you've outgrown "just bookkeeping" and you're ready for real financial leadership in your business, let's talk about what a partner-led CFO engagement could do for you.