Outsourced Finance & HR

You build the dream — we take care of the numbers.

The Friendly CFO offers outsourced finance and human resources consulting, but different from your traditional services. We break business difficulties into actionable steps, so you can get back to loving your business.

Trusted by owners of teams from 10 to 10,000+
Friendly advisor with a small business owner
Plain EnglishNo financial jargon
Love your businessagain
Where you are today

Wherever you're starting from, there's a hand to take.

Pick the one that sounds most like you right now.

What's included

The real, hands-on work.

No mystery retainer — just clear, practical help, spelled out.

For new businesses

  • Setting up your accounting system on common software platforms
  • Developing taglines, mottos, and finding the "voice" for your brand
  • Choosing a color scheme
  • Creating simple websites from common software platforms
  • Creating job descriptions
  • Producing your employee handbook policies

For growing businesses

  • Compile and present data needed for bank loans
  • Formulate content and post to your blog or social media sites
  • Create talent attraction and retention strategies
  • Establish employee communication plans, methods and content
  • Review current contracts with suppliers and research alternatives
  • Generate optimal workflows for the major activities of your business

For project assistance

  • Help for a short or long term project
  • Managing the process from inception to execution
  • Software implementation for accounting
  • Software implementation for HR
  • Software implementation for inventory
Founder of The Friendly CFO
Our story

Finance shouldn't feel like a foreign language.

The Friendly CFO was born after our founder realized that so many smart people saw finance and human resource topics as a foreign language.

With experiences from organizations as small as 10, to those over 10,000 — we provide the guidance you need to create change.

So you can love your business again.

Kind words

What people are saying.

"
They turned our books from a source of dread into something I actually understand. Every meeting ends with a clear next step.
RFounderNew retail business · Myrtle Beach
"
The HR side was always a guessing game for us. Now we have real policies, real job descriptions, and a plan to keep our best people.
MOwnerGrowing services company
"
We needed a software rollout done and had zero time. They managed it from start to finish and made it painless.
JOperations LeadProject assistance client
Partner offer

QuickBooks discount — up to 70% off

Setting up your books? Get started on the platform we set up for clients every day, at a friendlier price.

Claim the offer
Let's talk

Let's get you back to loving your business.

Get in touch for a consultation, to coordinate speaking engagements, and more. The introduction is on us.