What CFO Strategies does

CFO Strategies LLC is a privately held professional services firm founded in 2012 that delivers outsourced chief financial officer, financial controller, and bookkeeping services to small and mid-size businesses, with a primary operating footprint in New Jersey (Monroe Township headquarters) and Nevada (Las Vegas). The firm positions itself as a team of CPAs and senior financial professionals rather than a staffing agency, providing advisory, accounting, internal controls, cash management, banking/bonding support, strategic planning, and M&A transaction support on an at-will engagement basis with 30-day transition notice. Services can be delivered on-site at client locations, virtually, or as a hybrid model, and the firm serves seven distinct verticals: construction, architecture and engineering, cannabis, country clubs, financial advisory/brokerages, non-profits and educational institutions, and transportation and logistics.

The firm's core technology position is purely human-delivered services with no proprietary software, models, or patents disclosed in the available material; engagements leverage clients' existing accounting systems. Documented client outcomes include facilitating over $100 million in lines of credit and loans over a decade, a $25 million P&L improvement via a freight reporting tool for a logistics client, $3.7 million saved through a 22-cents-on-the-dollar AP settlement, a $1.4 million cost reduction through organizational redesign for a technology company, $100 million in intercompany receivable/payable imbalances reduced for an automotive supplier, and a 100% reduction in internal audit findings for a computer manufacturer.

CFO Strategies acquires clients primarily through a sales-led direct outreach and referral motion, beginning engagements with a complimentary due diligence review and custom proposal. Fees are bespoke, monthly, and fixed, scaled to the number and type of services, transaction complexity and volume, and staff seniority assigned. The firm supports additional revenue through ancillary modules such as Field Examinations (collateral evaluations for lenders), PPP/EIDL assistance, accounting system implementation, audit preparation, and forensic examinations. The company is founder/owner-operated, with Jason Lefkowitz serving as CFO; no external capital, M&A activity, or institutional shareholders are referenced in the source material.

Name

CFO Strategies

Legal name

CFO Strategies LLC

Website

https://cfostrategiesllc.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

CFO Strategies LLC is a privately held, founder-operated professional services firm that delivers outsourced CFO, controller, and bookkeeping services to small and mid-size businesses across construction, architecture/engineering, cannabis, transportation/logistics, non-profits, country clubs, and financial advisory verticals from offices in New Jersey and Nevada.

Ownership category

akta.pro rank

Product category

Outsourced CFO & Financial Advisory Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Strategy & Corporate Development Consulting (BPAHACAA)

Keywords

• Outsourced CFO services
• Financial controller services
• Fractional bookkeeping
• Construction accounting
• Virtual accounting services

Headquarters

HQ city

Old Bridge

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced CFO, Controller, and Bookkeeping Services: CFO Strategies generates revenue by providing part-time or full-time outsourced CFO, financial controller, and bookkeeping services to small, mid-size, and large businesses and non-profits. Fees are based on the number and type of services, complexity and volume of transactions, and seniority of staff assigned. The firm typically bills monthly on a fixed fee basis and does not charge for telephone calls or email correspondence. The engagement is at-will with no long-term contractual obligations required.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

CFO Strategies is an outsourced financial leadership firm that provides part-time and virtual CFO, controller, and bookkeeping services to small and mid-sized businesses. The firm delivers financial reporting, cash management and forecasting, internal controls, banking relationship management, strategic planning, and contingency/risk management, with a focus on construction, architecture/engineering, cannabis, non-profits, country clubs, financial advisory, and transportation/logistics clients.

Product overview

CFO Strategies provides outsourced CFO-level financial services through a combination of core offerings and specialized service modules. The core offerings consist of Chief Financial Officer (CFO) Services, Financial Controller Services, and Bookkeeper Services, which can be delivered on-site, virtually, or as a hybrid model. These core services are complemented by specialized service modules including Accounting & Financial Reporting, Cash Management & Forecasting, Contingency Planning & Risk Management, Field Examinations, Internal Controls & Processes, Banking Relationships, Strategic Planning, PPP & EIDL Services, and Additional Accounting Services. The company serves clients across multiple industries including construction, architecture/engineering, transportation/logistics, non-profits, cannabis, financial advisory, and country clubs.

Differentiator

Problem solved

Functional benefit

Products and services

• CFO Services Outsourced Chief Financial Officer engagements providing senior financial leadership for small and mid-sized businesses that do not require a full-time CFO. Covers financial reporting, cash management, strategic planning, banking relationships, and contingency/risk management.

Quantifiable outcome

• Obtained over $10 million in lines of credit, term loans, and mortgage loans for construction clients.
• +7 more outcomes

Named customers3 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• TGG Accounting: Outsourced CFO, controller, and bookkeeping firm serving small and mid-market businesses. Highly comparable in service mix, delivery model, and customer segments targeted by CFO Strategies.
• B2B CFO Partners: National fractional/outsourced CFO firm serving privately held middle-market companies. Closest direct competitor to CFO Strategies in service model, target market, and delivery approach.
• CFO Hub: Outsourced and fractional CFO services firm focused on small and mid-market businesses. Directly comparable in offering (CFO-level advisory, controller, bookkeeping) and customer segment.
• Acuity CFO Services: Fractional CFO and outsourced accounting services firm serving small and mid-size businesses. Comparable service stack and customer focus, with similar at-will engagement models.
• Embarc Advisors: Fractional CFO and financial leadership firm serving startups and mid-market companies. Comparable service model (part-time CFOs, controllers, accounting support) with similar customer profile.
• Chief Outsiders: Fractional C-suite services firm providing part-time CMOs, CFOs, and CROs to mid-market companies. Same fractional executive service model with comparable target customers and engagement structure.
• GrowthForce: Outsourced bookkeeping, controller, and CFO services firm combining human accountants with technology. Directly comparable service stack and target customer profile, with a more tech-forward delivery model.

Broad incumbents

• RSM US: Large accounting and consulting firm serving middle-market companies with audit, tax, and consulting services. Overlaps with CFO Strategies' middle-market target customers and offers adjacent outsourced finance capabilities.
• Marcum LLP: Large national accounting and advisory firm with deep practices in cannabis and construction — two of CFO Strategies' primary verticals. Represents the scaled incumbent competing for the same mid-market clients with broader service lines.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services firm targeting startups and small businesses. Represents the software-enabled model that pressures traditional outsourced CFO providers on price and scalability.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cfo-strategies
• Xx.com/cfostrategies
• Facebookfacebook.com/cfostrategies

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 CFO Strategies