What The Strategic CFO does

The Strategic CFO, LLC is a privately held financial advisory and outsourced accounting firm founded in 1999 by Jim Wilkinson and headquartered in Sugar Land, Texas (with an additional Houston office and Mexico-based delivery operations). The firm serves mid-market companies, typically with $5M–$400M in revenue and 20–500 employees, that have outgrown basic bookkeeping but cannot justify or fill a full-time CFO seat. Its core offering is NearSourcing™ Outsourced Accounting, a hybrid model that pairs dedicated, degreed accountants and CPAs based in Mexico (bilingual, U.S. timezone, U.S. GAAP-fluent) with U.S.-based oversight, delivering GAAP/IFRS-compliant financials at 40–55% cost savings versus in-house staffing (e.g., $174K/year for a Controller + Senior Accountant package versus $300K–$350K in-house).

Complementing outsourcing, the firm runs a portfolio of professional and educational services: interim CFO/controller staffing, M&A advisory (due diligence, QoE, valuation, integration), corporate restructuring, retained CFO executive search, and accounting department efficiency consulting. Training is anchored by The Art of the CFO® (a quarterly 4-day, NASBA-accredited 36-CPE workshop, $4,000/group or $8,000/one-on-one), the From Operations to P&L Leader Workshop, a $999 Self-Study Program, and the SCFO Lab subscription ($49.70/month or $497/year), which bundles 20+ proprietary Excel-based tools (Flash Report, Projections, Strategic Pricing, DSO Cash Cruncher, Cash Flow Tune-Up, Flux Analysis, SWOT, Exit Strategy Checklist) and execution plans developed over 27+ years of practice. The WikiCFO® free knowledge base functions as a top-of-funnel content asset. The firm has served 200+ clients and claims $6M+ in client cost savings; it is led by President Dan Corredor (CPA, CVA, 30+ years) and operates as a founder/management-owned LLC with no external investors.

Name

The Strategic CFO

Legal name

The Strategic CFO, LLC

Website

https://strategiccfo.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

The Strategic CFO is a Texas-based financial advisory firm providing hybrid outsourced accounting (NearSourcing™) alongside CFO coaching, M&A advisory, restructuring, and executive search for mid-market companies ($5M–$400M revenue) needing financial leadership without a full-time CFO.

Ownership category

akta.pro rank

Product category

Financial Advisory and Outsourced Accounting Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), C-Suite & Senior Executive Coaching (EDABANAA)

Keywords

• Outsourced accounting services
• CFO advisory consulting
• Financial leadership training
• Merger acquisition advisory
• Interim CFO services

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Outsourced Accounting (NearSourcing™): Dedicated outsourced accounting teams providing full-service accounting support. Hybrid model combining remote execution with in-person oversight. Teams include controllers, senior accountants, and junior accountants dedicated to individual clients.
2. CFO Coaching & Consulting: Hourly consulting with CFO professionals. Coaching with President Dan Corredor at $300/hour, team member coaching at $200/hour. Topics include financial management, strategic planning, M&A, exit strategies, and more.
3. The Art of the CFO® Workshop: 4-day in-person CPE-accredited workshop held quarterly in Sugar Land, TX. Earns 36 NASBA CPE credits. $4,000 per participant for group sessions, $8,000 plus travel for one-on-one sessions.
4. Self-Study Program: Online self-paced CFO training containing all videos from live workshops. Includes tools, case studies, and private community access. $999 per participant with optional $500 workbook add-on.
5. SCFO Lab Membership: Monthly subscription providing access to 20+ execution plans, tools, checklists, templates, webinars, office hours, and private community. Monthly at $49.70 or annual at $497.
6. From Operations to P&L Leader Workshop: 3-day workshop for operations professionals managing financial statements. Covers accounting basics, P&L management, CAPEX, ROI, IRR, valuations, and budgeting.
7. Interim CFO/Controller Services: Temporary executive financial leadership for transitions, M&A, restructuring. Provides experienced CFOs and controllers during leadership gaps without long-term commitment.
8. M&A Advisory Services: Due diligence support, quality of earnings analysis, business valuation, and integration planning for mergers and acquisitions.
9. Restructuring Services: Corporate restructuring and financial recovery including in-court and out-of-court proceedings, debt restructuring, and turnaround support.
10. Retained CFO Executive Search: CFO and financial leadership recruitment services. Consultative approach to finding long-term financial leaders for organizations.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels7 records

Core offering

The Strategic CFO provides outsourced accounting services (NearSourcing™), CFO advisory and coaching, M&A and restructuring advisory, interim CFO/controller staffing, retained executive search, and CFO training through flagship in-person workshops (The Art of the CFO®), online self-study, and SCFO Lab subscription. The firm delivers these services through a hybrid model combining US-based oversight with Mexico-based execution teams, targeting mid-market US companies needing financial leadership at 40-55% lower cost than in-house staffing.

Product overview

The Strategic CFO operates as a professional services firm offering a portfolio of financial consulting, training, and software tools. The core offering centers on NearSourcing™ Outsourced Accounting Solutions, a hybrid model combining dedicated remote accounting teams with in-person oversight. Complementing this are professional services including Interim CFO/Controller staffing, M&A Advisory, Corporate Restructuring, Retained Executive Search, and Accounting Department Efficiencies. Training products include The Art of the CFO® flagship workshop (36 CPE credits), From Operations to P&L Leader Workshop, and SCFO Lab subscription providing 20+ execution tools (Flash Report, Projections Tool, Strategic Pricing Model, Cash Flow Tune-Up, Exit Strategy Checklist, Flux Analysis, DSO Cash Cruncher, SWOT Analysis). Self-study and hourly coaching programs round out the educational offerings. WikiCFO® provides free educational content. All tools are available exclusively through SCFO Lab membership or as components of consulting engagements.

Differentiator

Problem solved

Functional benefit

Brands

• NearSourcing™ Accounting Solutions: Hybrid outsourced accounting model combining in-house and outsourced accounting teams, with staff based in Mexico providing cost savings of up to 50% for US businesses.
• WikiCFO®
• SCFO Lab
• The Art of the CFO®
• SCFO Self-Study

Products and services

• NearSourcing™ Outsourced Accounting Solutions Hybrid outsourced accounting service combining in-house oversight with Mexico-based execution. Provides dedicated degreed accountants, CPAs, and controllers fully dedicated to each client, producing US GAAP/IFRS-compliant, audit-ready financials at up to 55% cost savings vs. in-house teams. Includes Controller, Senior Accountant, and Junior Accountant roles billed monthly or as annual packages.
• The Art of the CFO® Workshop Flagship 4-day in-person workshop (32 hours) developing financial leadership skills for CFOs, controllers, CPAs, and business owners. Earns 36 NASBA-approved CPE credits. Available in group format in Sugar Land, TX ($4,000/participant), one-on-one at client location ($8,000 plus travel), and via Zoom. Includes lifetime SCFO Lab membership and four workbooks.
• From Operations to P&L Leader Workshop 3-day workshop training cross-functional leaders (sales, operations personnel, division managers) to understand and manage financial statements and P&L responsibilities without prior accounting background. Covers accounting basics, P&L management, CAPEX, ROI, IRR, valuations, and budgeting.
• SCFO Lab Membership Monthly or annual subscription ($49.70/month or $497/year) providing access to 20+ execution plans, Excel tools, templates, checklists, webinars, office hours, and a private SCFO Community. Includes two 30-minute support sessions per month. First-month acquisition offer at $1.00 via promo code FirstMonth1.
• Strategic CFO™ Self-Study Program Self-paced online CFO training program containing all videos from the live Art of the CFO workshop (32 hours of online learning), plus tools, case studies, and access to the private FLW Community. Priced at $999 per participant with optional hardcopy workbooks at $500 plus shipping.
• CFO Coaching Services

Quantifiable outcome

• Save 50-55% on accounting department expenses compared to in-house staffing
• +4 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature8 records

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Marcum LLP: Top-20 US accounting firm providing outsourced CFO, accounting and consulting services to mid-market and PE-backed companies. Direct overlap with Strategic CFO's NearSourcing, interim CFO and M&A advisory offerings.
• RSM US: Major mid-market accounting and consulting firm providing outsourced finance, CFO advisory, M&A and restructuring services. Competes for the same $5M-$400M revenue private company segment that Strategic CFO targets.
• BDO USA: Top-10 US accounting and advisory firm offering outsourced accounting, CFO advisory, M&A and restructuring for mid-market companies. Far larger than Strategic CFO but competes for the same mid-market CFO services wallet.

Emerging players

• Paro: Marketplace connecting businesses with fractional finance and accounting experts including CFOs, controllers and bookkeepers. An emerging tech-enabled competitor for fractional CFO and outsourced accounting engagements.

Direct peers

• PKF Texas: Texas-based mid-market CPA and advisory firm providing outsourced accounting, CFO services, M&A and tax. Directly comparable given similar Houston footprint and mid-market focus.
• Bench.co: Outsourced bookkeeping and accounting platform for small businesses combining software with dedicated bookkeepers. A direct competitor in the outsourced accounting category, though targeted at smaller SMBs than Strategic CFO.
• Anders CPAs + Advisors: Mid-market CPA and advisory firm providing outsourced CFO, accounting, M&A and tax services to growth-stage and PE-backed companies. Comparable offering mix and target customer profile.
• CFO Share: Fractional CFO and outsourced accounting firm serving small and mid-market businesses. Closely comparable business model combining part-time CFO services with bookkeeping and controller support.
• Pilot.com: Tech-enabled outsourced bookkeeping and accounting firm serving startups and growth-stage companies. Competes for outsourced accounting dollars with a software-led, dedicated-team model analogous to NearSourcing.
• Wharton Partners: Boutique outsourced CFO, accounting and advisory firm focused on small and mid-market businesses. Similar scale and service breadth including fractional CFO, bookkeeping and advisory work.

Market position

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/TheStrategicCFO
• Facebookfacebook.com/thestrategiccfo
• LinkedInlinkedin.com/company/the-strategic-cfo
• Pinterestpinterest.com/thestrategiccfo

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Strategic CFO