Trusted by 200+ Entrepreneurs
CFO's Who Lead With A Plan, Not Just Your Tax Return
We help individual and family businesses build lasting wealth through forward-looking financial leadership with the accounting and tax team built in.
About Us
You Get Your Own CFO
While Other Firms Only Occassionally give advice
IIn a traditional accounting firm, a tax professional leads the relationship and advisory work is added when a client asks for it.
We are built the other way around. A CFO leads every engagement and sets the plan, and our accounting and tax specialists work underneath that plan to execute it.
30+
Years Experience
2,500+
Clients Served
Our Services
Comprehensive Fractional CFO Services
From cash flow management to tax optimization, we provide end-to-end financial guidance tailored to your unique business.
Cash Flow Management
Forward cash forecasting so you see the shortfalls while there's still time to act.
Financial Planning and Analysis
Financial modeling that tests major decisions against your numbers before you commit.
Tax Optimization
Proactive tax planning built around your current decisions, not the year you've finished.
Business Valuation & Exit Planning
Valuation and exit preparation that increases the value early, when it can still be built.
Testimonial
Trusted by Hundreds
Business owners who needed more than an accountant could ever give them.
ProCFO has been fully engaged with us and astute in matters with which we have needed help. Their fractional CFO concept has been such a great addition to our efforts at accounting and financial planning. They have earned the status of being a true "partner" type vendor for which we are grateful.
We build relationships with people, not businesses. The entire team at ProCFO has all made us feel like we’re part of their family and for that reason, we’ll not only stay a long term client, but we consistently recommend ProCFO to others. They made a huge difference in our business, and we love and appreciate their support.
Not only does the team at ProCFO do a fantastic job keeping our books, advising on key decisions, and helping us stay lean and nimble, they care deeply about our team and our mission. We could not pursue a vision to help every Pastor, Global Worker and Christian Leader find the REST they need without their help!
Our Pricing
Transparent, Value-Driven Pricing
No commissions. No hidden fees. Just clear pricing for exceptional financial guidance.
All plans include our fiduciary commitment and transparent, fee-only structure.
Foundation
Perfect for getting started with professional financial guidance
$1,500
/One-time
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
Wealth Builder
Perfect for getting started with professional financial guidance
$1,500
/One-time
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
Legacy
Perfect for getting started with professional financial guidance
$1,500
/One-time
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
How is this different from what my accountant already does?
Your accountant reports on what happened and files what's required, and both matter. A CFO works on what hasn't happened yet — where your cash will be, whether a decision is affordable, what the business is worth and what would raise that number. The two roles use the same numbers for different purposes. Most owners have the first and not the second, and the gap shows up as decisions made on instinct because the information arrived too late to inform them.
Why not just hire a full-time CFO?
A full-time CFO at this level costs well into six figures before benefits, and most businesses between $2 million and $10 million don't have enough CFO-level work to justify it. Fractional means you get the seniority without the salary, at the frequency the work actually requires. If your business grows to where a full-time CFO makes sense, that's a good outcome, and the systems we build transfer to them.
How long before I see anything useful?
The first phase is establishing that the numbers can be relied on, which can take a few weeks depending on the state of the accounting. Most owners get their first genuinely new information — a forward cash position, or a margin problem they hadn't quantified — within the first month or two. Structural work like exit preparation is measured in quarters and years, not weeks.
What if my books are a mess?
That's common and it's not a reason to wait. It's usually the first thing we address, because a plan built on unreliable data is worse than no plan. Since accounting sits inside our firm rather than at a separate provider, correcting it is part of the engagement rather than something you have to arrange elsewhere first.
Do I have to leave my current accountant?
Not necessarily. Some clients keep an existing relationship for compliance work while we handle financial leadership. Others find it simpler to bring everything under one roof once the plan is driving the accounting and tax work. We'd rather talk through your specific situation than push a structure you don't want.
What does an engagement actually cost?
It depends on the size of the business and the scope of the work, and we quote it after understanding both. What we can tell you is that it's a fraction of a full-time CFO and that we'll be direct about whether the work will pay for itself. If we don't think it will, we'll say so.
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Contact Details
(541) 728-0444
320 SW Century Dr Ste 405
PMB 312
Bend, OR 97702
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