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Improved company focus on revenue generation and profitability

Cost efficiency

Internal resources freed for other purposes

Faster and more accurate processing

A readily available sounding board to help you with those tough business decisions and help you clarify your business plan

A professional who establishes strong financial controls in your business to reduce employee theft and increase profits

What we do

Today, businesses are frequently utilizing outsourced CFO services to save resources and streamline their operations. LM CFO Partners can provide you with the benefits of a full-time controller or CFO without the full-time expense. Experienced, high-level professionals provide the financial insights you need to meet the challenges you face.

Every business needs the guidance of someone who understands business finance but does not have a large budget for a full-time CFO salary. We provide you with experienced CFO-level talent on an outsourced, part-time basis at a fraction of the cost of an employee. We can provide assistance with budgeting and cost analysis, developing policies and procedures, and other services to help you reach your goals, while freeing you to focus on managing your business. You gain advantages such as:

We are experts in the financial industry
And we provide the best support.


Outsourced CFO Services

Whether you want to optimize your financial accounting process, ensure top tier financial strategy, seize an opportunity, overcome a challenge, or prepare for growth, we can help. Our team brings part-time CFO expertise, strategy, and planning to help your company achieve its goals. We act as a Project manager to provide direct personal service and supervise accounting staff. No matter how the service is delivered, high-level CFO expertise is provided without adding a full-time employee to your payroll.

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Fractional CFO Services

LM CFO Partners provides Fractional CFO Services whereby a CFO is retained for a specific task or contract arrangement. This allows the company to use a CFO on a project-by-project basis without incurring the monthly costs. Unlike a full time CFO, who oversees the general financial strategy previously mentioned, a fractional CFO’s duties are typically on a project basis and specifically timed to the company’s particular set of challenges or goals.

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Outsourced Controller Services

LM CFO Partners provides outsourced controller services that are specifically designed to suit the needs of growing businesses. Our Controllers are responsible for overseeing all client accounts, providing timely insights and financial advice, and carrying out proactive account management. Our team oversees all work completed by our full time bookkeeping team, closes client books on a monthly or quarterly basis and provides consultations on a wide variety of client matters.

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Family Office CFO Services

LM CFO Partners delivers high quality family office services and centralizes the management of financial affairs for high net worth individuals and families. LM CFO Partners obtains a “360 Degree Financial View” of the high net worth individual by providing accurate monthly reporting to track investments and cash accounts, working with the family advisers on accounting related issues, including the family’s attorney, investment adviser and other trusted professionals. Our services are based on the needs of each individual/family member we work with, and we customize their reporting to suit their specific needs. 

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Financial Strategic Consulting

LM CFO Partners provides your organization a high level of strategic financial planning. While other financial roles in the organization involve maintaining past and present financial records, our services are focused on the long-term strategy of your organization. We are experts in long-range planning and analyzing what exactly is needed to take your company from where it is now to where you’d like it to be.

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Outsourced Bookkeeping

Accurate bookkeeping is essential for a healthy business, but the process might be tedious, time consuming and often gets pushed to the bottom of the to-do list. LM CFO Partners provides an outsourced bookkeeping team that scales to your company’s bookkeeping needs. Each team of bookkeepers work extensively with our CFO team to ensure accurate reporting, cloud system integration, monthly reporting packages, and ensures that all aspects of the business are properly accounted for. Our team is conveniently located in our headquarters in New York City.

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