We work hard for our clients to
ensure their accounting and financial
needs are met, allowing our clients
to focus on what they do best:
building their business


CFO Worldwide is a boutique accounting, investment banking, and financial services firm. We provide CFO services to private companies with revenues up to $30 million. We bring the financial expertise needed by young, fast-growing companies at a fraction of the cost of a full-time CFO.


Every business needs a CFO. A CFO is an essential member of a company’s management team in charge of overseeing its accounting and finance operations. However, most early-stage companies do not need and cannot afford a full-time CFO which can cost between $80,000 and $120,000 per year.

At CFO Worldwide, we provide professional CFO expertise at a fraction of the cost of a full-time CFO. We offer a wide range of services which are tailored based on our client’s specific needs. Our specialized team of accountants, financial analysts, and seasoned financial executives is structured to work with your company efficiently to achieve your financial goals.

We help oversee our client’s accounting operations to ensure that company management is getting proper oversight and visibility into their business. We bring decades of professional corporate finance expertise to assist company management in making key business decisions. We also provide the tools and relationships to help business owners raise money efficiently.


Overseeing accounting

we can manage your accounting operations and ensure your books close properly and timely

Managing your cash flow

we can help monitor your business operations and cash flow so that your operations continue running smoothly

Implementing financial controls

we can develop and institute key controls to manage your financial reporting and processes as your business grows

Operations reporting

we can provide in-depth operations assessments so you can stay on top of the performance of your business

Creating investor materials

we can develop capital raising documents including investor pitch decks, pro formas, and business plans

Capital raising

we can help you raise debt and equity capital by managing the capital raising process and making introductions to our network of investors

Financial planning and analysis

we can help you budget and analyze your financial performance, in addition to providing any other financial analysis needed

Strategic guidance

we analyze and execute major strategic decisions to maximize the company’s profitability and growth


In addition to our ongoing CFO services, we also provide ad hoc financial services to help companies raise capital and manage their finance operations.

Prepare Investor Presentation

Create high-quality investor presentation summarizing the company and investment opportunity

Develop Pro Forma

Create detailed, customizable pro forma for company or individual business units

Perform Financial Analyses

Develop detailed cash flow analysis, valuation appraisals, operational assessments, and other financial analyses needed for a company or project

Prepare Valuation Opinion

Prepare an extensive fair market valuation of a company or project using commonly accepted valuation methods summarized in a formal valuation opinion

Create Business Plan

Develop detailed, written business plan for your company or project, summarizing the business, product/service, market, business model, management team, and more

Prepare Capital Raising Documents

Prepare legal documents for a private capital raise, including Private Placement Memorandum (PPM), subscription agreement, term sheet, and more


Jordan Gerber


Jordan is a CPA with over 20 years of experience as a financial consultant, business owner and turnaround specialist in a variety of industries. He brings a wealth of financial and operational knowledge to all of his clients. Jordan’s expertise includes financial reporting, budgeting, projections, cost reductions, vendor negotiations, inventory analysis and collections. He has acted as an outsourced CFO for more than 100 companies with collective revenues over $500 million. Jordan is a licensed CPA and graduate of the University of Illinois at Urbana-Champaign.

Kevin Hartley


Kevin has over 20 years of experience, primarily in public accounting and consulting. He has extensive experience with mergers and acquisitions, various debt and equity financing transactions, financial reporting, SEC regulatory compliance, and internal control evaluation. In 2010, Mr. Hartley started a professional accounting and consulting services firm and operated as an owner/consultant in public practice for over six years. Kevin is a licensed CPA and a graduate of the University of Southern California.

Dan Nicholls

Vice President

Dan has a distinguished background in investment banking and financial services. Over the last two years, he has provided financial advisory services to more than 50 high-growth companies across a range of industries. Previously, he was an Investment Banking Associate at Brown Gibbons Lang & Company, a middle-market investment bank in Chicago, and provided buy-side and sell-side financial advisory services on more than 50 M&A transactions worth more than $1 billion. Dan is a CFA charterholder and a graduate of the Ross School of Business at the University of Michigan.


CFO Worldwide has been instrumental in our start up phase. From developing our investor pitch deck to helping us raise debt and creating a complex general ledger to track specific accounting methodologies; they handled everything for us.”

Financial Lender

The CFO team has managed the accounting and compliance processes for our company from day one. They set up our Quickbooks and continue to manage our billings, close our books and prepare our investor financial statements every month.”



Need help planning your financial world?
Call Us! 312-961-9043