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Outsourced CFO & Advisory
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Nonprofit & Tax-ExemptStrategic Financial Leadership Without the Full-Time Cost
Our outsourced CFO services deliver the financial expertise you need when you need it.
- Strengthen financial decision-making
- Improve cash flow and profitability
- Navigate growth with confidence
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Trusted by Public Agencies and Nonprofits Across California, Nevada, Hawaii, and Arizona
What We Do
Financial Leadership Services That Drive Business Results
Strategic Financial Planning & Analysis (FP&A)
We develop long-term financial strategies, create forecasting models, and implement performance analysis frameworks that support informed decision-making. Our FP&A services help you plan for growth and track progress toward your financial goals.
Budget Development & Management
We design practical budgeting systems, implement performance tracking, and provide variance analysis to keep your business on track. Our budget services help you allocate resources more effectively and plan for future expenses.
Cash Flow Optimization
We identify cash flow issues, implement collection strategies, and develop projection models that help you prepare for future needs. Our cash flow services help you maintain financial stability and fund growth initiatives.
KPI Development & Financial Modeling
We identify the metrics that matter for your industry, build performance dashboards, and create models that help you understand financial impacts. Our KPI services translate complex financial data into actionable insights.
Risk Assessment & Mitigation
We identify potential financial threats, assess their impact, develop protection strategies, and implement warning systems to help you avoid problems. Our risk services protect your business from unexpected financial challenges.
**Services are tailored to each client’s needs. Contact us for a customized consultation.
Outsourced CFO Services
Expert Financial Guidance That Fits Your Budget
Many businesses need financial leadership but can’t justify hiring a full-time CFO. This gap often leads to missed opportunities and inefficient financial processes.
Our Outsourced CFO & Advisory service provides the financial expertise you need on a flexible schedule. We work with your team to improve financial performance through our structured approach:
With The Pun Group as your partner, you gain access to CFO-level expertise at a fraction of the cost of a full-time hire, with the ability to scale services based on your needs.
CASE STUDY
Scaling a Fast-Growing Tech Startup
With The Pun Group’s strategic advisory, a mid-stage SaaS company transformed its financial infrastructure, enabling scalable growth, improved investor confidence, and efficient cash flow management.
SaaS Startup Transformation – Nexora Technologies
A venture-backed SaaS startup faced growing pains with cash flow forecasting, financial reporting, and investor communications. The Pun Group implemented tailored CFO advisory services, including real-time dashboards, budget controls, and audit-ready systems—laying the foundation for scalable, investor-ready operations.
Compliance & Accuracy
100% Regulatory Pass with +35% Financial Accuracy
30%
Revenue Growth
5-Day
Financial close
-18%
Cost Savings
WHY CHOOSE US
"Why Choose The Pun Group For Outsourced CFO Services?"
You want financial guidance tailored to your business
Many accounting firms offer generic solutions that don’t address your specific challenges. We take a different approach:
- We have experience across healthcare, government, manufacturing, and technology sectors
- We adapt our services to your business size, growth stage, and industry needs
- We help implement solutions with clear action steps
You need practical financial insights
Financial reports without clear guidance waste time and resources. Our approach focuses on business results:
- We establish financial KPIs tied to your business goals
- We assess progress and adjust strategies as needed
- We evaluate recommendations based on potential business impact
- We provide clear financial insights without jargon
You need a complete financial partner
Financial challenges are rarely isolated issues. Our comprehensive approach includes:
- Coordination between CFO services, tax planning, and compliance
- Access to specialists in accounting, tax, and specific regulations
- Services that adjust as your business needs change
- Regular updates without unnecessary delays
Frequently Asked Questions
You've got questions? We've got answers.
How does an outsourced CFO differ from a traditional CFO?
An outsourced CFO provides high-level financial expertise on a fractional or project basis, allowing you to access senior financial leadership without the cost of a full-time executive. You gain the strategic guidance you need while only paying for the hours or services required, typically saving 60-70% compared to a full-time hire.
What types of businesses benefit most from outsourced CFO services?
Our outsourced CFO services benefit a wide range of organizations, including growing businesses needing financial expertise without a full-time CFO, companies with a temporary gap in their finance function, organizations undergoing significant change or facing financial challenges, and established businesses looking to optimize their financial operations.
How quickly can you begin providing CFO services?
We’re ready to get started right away. In most cases, we can begin our engagement within 24–48 hours. Once services begin, we’ll provide a clear list of requested documents, system access requirements, and next steps to ensure a smooth and efficient onboarding process.
Will we work with the same person consistently?
Yes, you’ll be assigned a dedicated Client CFO who will serve as your main point of contact and develop a deep understanding of your organization. They’ll be supported by our team of specialists, who can be brought in as needed to provide additional expertise.
How do you charge for outsourced CFO services?
We offer flexible pricing models including monthly retainers for ongoing support, project-based pricing for specific initiatives, and hourly rates for as-needed consultation. During our initial consultation, we’ll discuss your needs and recommend the most cost-effective approach for your situation.
What if we already have an in-house controller or accounting team?
Our outsourced CFO services complement your existing financial team. We work alongside your controller and accounting staff, providing higher-level strategic guidance while supporting and enhancing their work. Many clients find this collaboration strengthens their overall financial function.
How do you ensure confidentiality of our financial information?
The Pun Group maintains strict confidentiality protocols for all client information. We implement advanced data security measures, require confidentiality agreements from all staff, and follow rigorous professional standards for handling sensitive financial data.
What's your experience with businesses in our industry?
The Pun Group has extensive experience across multiple industries, including healthcare, manufacturing, technology, real estate, nonprofits, and government entities. During our initial consultation, we can discuss our specific experience in your industry and how our expertise applies to your unique challenges.
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Ready to strengthen your financial leadership?
- Complete the form or call us at (949) 777-8800
- We’ll schedule your free 30-minute discovery call
- Receive a tailored CFO service recommendation including pricing, timeline, and implementation plan
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