cfoSOLUTIONSplus
cfoSOLUTIONSplus provides outsourced and fractional CFO services in Buffalo and Western New York, offering strategic financial leadership without the cost of a full-time CFO.
cfoSOLUTIONSplus is your in-house CFO – without the cost of employing one.
Finances are the nutrients that keep your business in good health; however, not every business can afford to staff a CFO. This is where cfoSOLUTIONSplus comes in. As the newest addition to CTBK, cfoSOLUTIONSplus provides just that — a solution for businesses in need of an outsourced chief financial officer.
When working with us, you can have an in-house CFO without the long-term commitment to paying a high salary. Get the financial work done without hiring an additional employee to do it year-round. While a business may reason that they don’t need a CFO on staff, there are times when there are crucial decisions to be made, hefty tasks at hand, and additional details that require a CFO.
How We Can Help with CFO Services
Our outsourced CFO services provide businesses in Buffalo, NY and across Western New York with strategic financial leadership tailored to their needs. Our team has worked with organizations across a wide range of industries and financial environments, giving us the experience to step in, assess challenges, and drive meaningful results.
Whether you need to implement stronger financial controls, analyze and improve internal processes, optimize cash flow, or restructure debt, we deliver practical, forward-looking solutions that support growth, stability, and smarter decision-making.
Rely on cfoSOLUTIONSplus, affiliated with CTBK, for any of the following services:
- Internal Monthly Financial Statement Preparation And Analysis
- Lender Relations
- Business Health Review
- Business Start-Up Assistance
- Financial Projections And Budgeting
- Financial Department Training And Mentoring
- Strategic Financial Business Planning
- Business Procedures And Policies Efficiency Analysis
- Financial Department Management
- CFO And Controller Placement
What is a Fractional CFO?
A fractional CFO is an experienced financial executive who works with your organization on a part-time or as-needed basis. Rather than replacing your existing accounting team, a fractional CFO brings strategic leadership and elevated financial thinking — helping translate financial data into decisions that drive growth, protect cash flow, and prepare your business for its next chapter.
Fractional CFO engagements are highly flexible. Some clients engage cfoSOLUTIONSplus for a set number of hours per week. Others bring us in for specific projects like a capital raise, acquisition diligence, or a system implementation. We tailor the engagement to what your business actually needs.
Fractional CFO Services
It is often that small businesses have gaps in staffing for financial roles, vacancies that can’t compensate a full-time employee within budget. This is when cfoSOLUTIONSPlus Fractional CFO Services come into play. To give you an idea, below are some of the key components that benefit our clients most:
Key Benefits for Our Clients
- Timely internal financial statement preparation and analysis
- Development of Key Performance Indicators (KPIs)
- Cash flow planning and analysis for complex business decisions and goals
- Budgeting, forecasting, and financial planning aligned with company strategy
- Review and oversight of business procedures and policies for efficiency and effectiveness
- Oversight, training, and mentoring of financial personnel
Interim CFO Services
Financial leadership gaps are some of the most disruptive events a business can face. Whether your CFO resigned unexpectedly, took a leave of absence, or you’re in the midst of a leadership transition, being without executive-level financial guidance — even for a few weeks — creates real risk.
cfoSOLUTIONSplus provides interim CFO and controller services to bridge these gaps. Our team integrates quickly into your existing operations, maintains continuity in financial reporting, and provides the stability your organization needs while a permanent solution is identified.
What to Expect from Our Interim Engagements
- Rapid assessment of the current state of the finance function
- Maintenance of established reporting rhythms and financial analysis
- Evaluation of existing systems with recommendations for improvement
- Support through the search and hiring process for a permanent replacement
- A professional, relationship-oriented experience for your staff
Our goal is to walk in, earn trust quickly, deliver consistent results, and leave your organization in a stronger position than we found it — whether we’re with you for three weeks or twelve months.
Our team is committed to a personable and dependable process in order to achieve the best results. As part of this process, we will:
- Understand your expectations and the current state of the finance department
- Maintain established reporting and analysis while exploring additional financial insights
- Evaluate existing systems to maintain efficiencies and suggest improvements
- Provide guidance in defining roles and support throughout the interview process
- Earn your team’s trust by delivering a professional and friendly experience
In every service we provide, you can be confident that your people and resources are being managed and led by knowledgeable, passionate, and approachable professionals.
Industries We Serve
