Who we are
We take your business future to a next level
SOFL CFO is committed to empowering small and medium-size businesses with expert CFO services. Our approach is simple yet effective. We believe in transparent communication, collaborative strategies, and driving sustainable growth for our clients. Connect with us today to learn more.
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Why choose us
Our Expertise
At SOFL CFO, we specialize in a wide range of CFO services tailored to meet your unique business needs. From financial planning and analysis to risk management and business transformation, our team is dedicated to driving your success.
Strategy
Our experienced CFOs provide strategic financial guidance to optimize your business performance and drive profitability.
Operations
We streamline your operations and enhance efficiency, enabling you to focus on core business activities and growth initiatives.
Finance
We are experts in financial planning & analysis, cash flow management and improving your financial reporting for better decision making.
Leadership
Our leadership support empowers your management team with the insights and tools needed to lead with confidence and vision.
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What we offer
What We Do
Our services are designed to be specifically tailored to meet the unique needs of your business, whether you prefer an ã la carte approach or an all-inclusive monthly package, we have flexible options to suit your requirements. Let us help you achieve your financial goals with customized solutions that fit your vision.
Transaction Advisory & Support
Looking to buy a business or sell yours? We can help with the financial due diligence and navigating the sale process.
Private Equity Support
Looking to select a PE Sponsor or need help with your current Sponsor? We can help you!
Business Performance Improvement
We will roll up our sleeves and get into the nuts and bolts of your business to find ways to improve it. Whether it is increasing revenue, or reducing cost, or creating efficiency, we will help drive profitability!
Banking & Financial
We can help with cashflow, treasury management, and all of your finance and accounting needs. We ensure compliance and handle your business with integrity.
Project Consulting & Interim Support
Need a project manager or an interim finance or operations professional? We can provide!
Executive Coaching & Round Table
Let us be your coach! We utilize a unique set of skills and lead executive coaching and effective results-generating round tables.
What we offer
Our Services
Our services are designed to be specifically tailored to meet the unique needs of your business, whether you prefer an ã la carte approach or an all-inclusive monthly package, we have flexible options to suit your requirements. Let us help you achieve your financial goals with customized solutions that fit your vision.
Strategy
- Target markets, value propositions, forward-looking roadmap
- Strategic planning initiatives (Mission-Objectives-Strategies-Tactics, by department)
- M&A Initiatives
- Projections (with financing needs/scenario)
- Dashboard metrics (corporate & departments)
- Private Equity relationships - selection/review
- Cap Table review
- Exit Planning
Start Your Project Today
Don't hesitate to reach out—whether you'd like to discuss your project vision, get some insights, or simply need casual advice.
Email: info@soflcfo.com
Phone: 916.934.9025
Feel free to email us anytime.
Share your ideas for your next project with us. We're always here to help, and you can expect a response typically within the same day, no later than 24 hours.