Seasoned Expertise at a Fraction of the Cost

We provide the accounting and finance expertise you need so that you can focus on what you do best: building your business.

Every business needs a CFO, but most early-stage companies do not need and cannot afford a full-time CFO

CFO Worldwide brings the financial expertise needed by young, fast-growing companies at a fraction of the cost of a full-time CFO.

Comprehensive
Services
We provide a full suite of accounting, financial, and analytical services so that you can effectively manage your business and raise capital.
Experienced
Team
Our team of seasoned financial executives, accountants, and financial analysts provide specialized expertise tailored to meet your needs.
Help When You
Need It
Our services are available as needed, whether that’s a few hours a month or on a full-time basis.

OUR SERVICES


Overseeing accounting

Manage your accounting operations and ensure your books close properly and timely

Managing your cash flow

Monitor your company operations and cash flow to ensure your business runs smoothly

Implementing financial controls

Develop and institute key controls to manage your financial reporting and processes as your business grows

Operations reporting

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


Creating investor materials

Develop capital raising documents including investor pitch decks, pro formas, business plans, valuation opinions, and legal documents

Capital raising

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

Create internal budgets, analyze your financial performance, and provide any other needed financial analysis

Strategic guidance

Advise you on executing major strategic decisions to maximize your company's profitability and growth

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

- Financial Lender

Our Team

Jordan Gerber

CEO

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 has acted as an outsourced CFO for more than 100 companies with collective revenues over $500 million. Jordan’s expertise includes capital raising, financial reporting, budgeting, projections, cost reductions, vendor negotiations, inventory analysis and collections.

Kevin Hartley

CFO

Kevin is a CPA with more than two decades of experience in public accounting and management 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.

Dan Nicholls

Vice President

Dan has a distinguished background in investment banking and financial services. He has provided financial advisory services to more than 50 early-stage companies across a range of industries. Previously, he worked in investment banking where he provided buy-side and sell-side financial advisory services on over 50 M&A transactions worth more than $1 billion. Dan is a CFA Charterholder.

Contact Us

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