We provide Executive Financial Leadership as a Fractional CFO for companies that want to be different, lead in their industry, challenge themselves, and rise above.

Business is a mission. You are on a mission to add value to others. As you add value to others, you add value to your company. You may not be a “big” company, but as you grow you need financial leadership similar to those only a “big” company can afford. Adding value to your business allows you to pursue your mission of growing a strong valuable business and provide a good life for you and those working with you.

We are an outsourced virtual Chief Financial Officer firm. We generally work virtually with periodic onsite visits as appropriate. We believe that most small and mid-sized companies lack the financial expertise due to the high cost of having a full time CFO or controller on staff. The cost of having a full time CFO or controller can range from $150,000 to $450,000 per year plus bonuses and benefits. This is prohibitive to many companies.

We have a solution. A shared outsourced professional. You can have the expertise of a “full time” CFO at a fraction of the investment as you pay for the time for your business needs. This is a very cost effective way for you to have what larger companies have without the overhead burden. This will present strength and assurance to your investors and lenders by having Executive Financial Leadership where your competition may not.

Our services can be customized for your business and change as you change. If you have your own accounting or bookkeeping staff, we will work with them. If you have your own tax advisor, we will work with them. Don’t have either of those? No problem. We can provide that or help you build that team. We can provide more than just financial statements and tax returns. We are your Financial Executive. We will be your sounding board, report the numbers, forecast short and long term, work on plans to build cash and manage debt, attend leadership meetings along with you and help keep your business moving in the direction that makes it stronger.

We are flexible and align well with business owners and leaders who are friendly, flexible, open minded and “think outside the box”, who see their company culture as a key to their success, and believe adding value to others through their business is a mission. We want to add value so your mission of building your business is successful.

No two businesses are alike—and your financial guidance shouldn’t be either. At Jeff Smith CFO LLC, we offer services from high-level strategy to full executive financial partnership. Choose the level of engagement that aligns with your growth goals, operational complexity, and team structure.

Ideal for early-stage businesses that need guidance but aren’t ready for ongoing strategic involvement.

• Strategic advisory sessions
• Financial coaching for owners
• Monthly check-ins
• Limited online support

Focused on financial reporting and operational controls.

• Financial statement prep & review
• Oversight of accounting operations
• Budgeting & cash flow forecasting
• Monthly meetings & unlimited support

Blends oversight with strategic guidance.

• Forecasting & financial planning
• Cash management strategies
• Coordination with legal, tax, banking, and insurance partners
• Attendance at leadership & strategy meetings

For businesses seeking a true executive financial partner.

• FIn-depth strategic planning & forecasting
• Board meeting participation
• Acquisition & exit planning
• Team & HR advisory
• Full integration with your leadership team

Our team has deep experience supporting construction companies, civil engineering firms, and project-driven businesses where cash flow, forecasting, and operational visibility are critical. We understand the complexities of managing job pipelines, subcontractor relationships, project-based billing, and risk.

Whether you’re bidding on large infrastructure projects, navigating bonding requirements, or optimizing margins across multiple jobs, we offer tailored CFO services that bring financial clarity and control to every phase of your business.

While construction is a key focus, our approach is designed to scale across industries where strategic finance drives long-term success.

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