CFO Partner

Partner with CoEfficient

CoEfficient offers three easy ways an outsourced CFO can work with us for their accounting needs. From outsourcing client accounting entirely to simply using our technology platform we have a solution for any outsourced CFO.

  • Grow your business in a scalable way
  • Access to a full team
  • Increase capacity & utilization
  • Receive accurate & reliable books
  • Gain new clients & a recurring revenue stream

Cloud Accounting

Outsourced CFO’s clients migrate Quickbooks data to hosted environment

Customizable dashboard tool for outsourced CFO to access financial data in standardized manner


Reduced risk – robust cloud hosting for financial data

Cloud Accounting and Functional Outsourcing

Outsourced CFO provides most accounting functions

CoEfficient to provide specified functional support (AP, Data entry, Bank Recs, etc)


Scalability – Provides outsourced CFO with ability to scale business and utilize lower-cost resources for repetitive work

Flexible added capacity CoEfficient team available for one-time ad-hoc projects when outsourced CFO’s capacity is tight


Entirely Outsourced Accounting

Outsourced CFO provides typical CFO services (financial planning, analysis, and strategy)

CoEfficient provides fully-outsourced accounting department


3rd party protection – allows clients to feel secure with proper separation of duties

Increased scalability – option is ideal for outsourced CFOs who would rather avoid accounting and focus on FP&A.


We have a number of different partnership opportunities for outsourced CFO’s including revenue share, commissions, and/or finder’s fees.


Contact us for more details.

CFO Partner Form

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