CONTACT INFORMATION:

Manhattan Location

225 W35th St, 5th FL New York, NY 10001
Phone:
(212) 736-0055

Stamford Location

350 Bedford St, Ste 303 Stamford, CT 06902

Phone: (203) 356-1061

Long Island Location

487 Jericho Turnpike, Syosset, NY 11791

Phone: (212) 736-0055

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— Client Accounting Services

Outsourced CFO Services

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OUR SERVICE

Experts on

Outsourced CFO Services

At Presti & Naegele, we empower individuals and businesses through expert outsourced CFO services. With personalized guidance, we build enduring partnerships and contribute to sustained success.


Strategic Financial Leadership Without the Full-Time Commitment

At Presti & Naegele, our outsourced CFO services provide businesses with top-tier financial expertise, strategic guidance, and operational leadership—all without the cost of hiring a full-time CFO. Whether you're a growing startup, an established business navigating financial challenges, or an organization looking to scale, our team delivers tailored solutions that drive financial clarity, efficiency, and long-term success.

What is an Outsourced CFO?

An outsourced CFO is an experienced financial leader who works with your business on a part-time, interim, or project basis. They handle critical financial tasks such as forecasting, budgeting, cash flow management, financial reporting, and strategic planning. By leveraging our CFO services, you gain executive-level financial expertise at a fraction of the cost of a full-time hire.

Why Choose Presti & Naegele's Outsourced CFO Services?

  • Cost-Effective Financial Expertise: Avoid the high overhead of hiring a full-time CFO while gaining access to top-tier financial leadership.
  • Scalable Support: Tailored services that adjust to your business's size, industry, and financial objectives.
  • Strategic Insights: Data-driven guidance for better decision-making and growth strategies.
  • Flexibility: Hire our CFO services part-time, interim, or for specific projects based on your needs.
  • Proven Track Record: Trusted by businesses across industries for delivering measurable financial improvements.
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Our Outsourced CFO Services Include:

  • Financial Strategy and Planning

    • Develop financial strategies aligned with your business goals.
    • Analyze financial data and forecast future trends.
    • Create actionable plans for growth and risk management.
  • Financial Reporting and Analysis

    • Provide accurate and timely financial statements.
    • Offer insights to support strategic decision-making.
    • Ensure compliance and transparency across all financial reporting.
  • Cash Flow Management

    • Optimize cash flow to ensure liquidity for operations.
    • Develop systems to forecast cash needs effectively.
    • Prevent cash shortages and maintain financial stability.
  • Budgeting and Forecasting

    • Build comprehensive budgets aligned with strategic objectives.
    • Monitor performance against financial targets.
    • Adjust forecasts based on real-time data and market changes.

  • Cost Control and Efficiency

    • Identify cost-saving opportunities across operations.
    • Implement efficiency improvements to enhance profitability.
  • Risk Management

    • Assess financial risks and create mitigation strategies.
    • Ensure compliance with financial regulations and standards.
  • Fundraising and Capital Structuring

    • Assist in securing funding and structuring debt.
    • Guide negotiations with investors and financial institutions.
  • Mergers and Acquisitions (M&A)

    • Lead financial due diligence and business valuation.
    • Oversee integration planning and execution.
  • Strategic Decision Support

    • Provide data-backed insights for growth and expansion strategies.
    • Guide critical financial decisions with clarity and confidence.
  • Stakeholder Communication

    • Communicate financial health to investors, boards, and teams.
    • Build trust through transparent reporting and updates.

Who Benefits from Our Outsourced CFO Services?

Our services are ideal for:



  • Small to mid-sized businesses needing strategic financial guidance.
  • Startups requiring CFO-level leadership without long-term financial commitment.
  • Companies undergoing growth, restructuring, or financial transitions.
  • Organizations preparing for mergers, acquisitions, or fundraising rounds.


No matter your business stage or industry, our CFO services adapt to your unique needs.

How Outsourced CFO Services Solve Your Challenges

  • Problem: Lack of strategic financial direction.
  • Solution: Proactive financial planning and strategic oversight.
  • Problem: Cash flow inconsistencies disrupting operations.
  • Solution: Effective cash flow forecasting and management.
  • Problem: Limited resources to hire a full-time CFO.
  • Solution: Access high-level financial expertise without long-term costs.


With Presti & Naegele, you're not just outsourcing a role—you're gaining a strategic financial partner dedicated to your success.

What Does an Outsourced CFO Do?

An outsourced CFO offers financial leadership, strategic insight, and operational efficiency. Key responsibilities include:


  • Developing and managing financial strategies.
  • Overseeing budgets and cash flow.
  • Preparing financial reports and forecasts.
  • Managing financial risks.
  • Supporting growth initiatives like fundraising or M&A activities.

Why Presti & Naegele Stands Out

  • Over 40+ years of experience in financial leadership.
  • Customized solutions for every stage of business growth.
  • A team of seasoned professionals with diverse industry expertise.
  • A track record of success in driving measurable financial improvements.


  • What is the role of an outsourced CFO?

    An outsourced CFO provides strategic financial leadership, oversees reporting and analysis, manages cash flow, and supports long-term business goals.

  • How can an outsourced CFO help my business save money?

    By offering flexible, tailored services without the cost of hiring a full-time CFO, businesses can allocate resources more efficiently.

  • Is an outsourced CFO only for large businesses?

    No, businesses of all sizes can benefit from outsourced CFO services, especially startups and mid-sized organizations.


GET IN TOUCH

Let's talk about how we can improve your business.

Elevate your business with tailored solutions. Let's discuss strategies for growth, efficiency, and lasting success.

CFO Services - Website Form

Tailored Solutions for Financial Success

Explore Our Comprehensive Services at P&N's Accounting and Advisory Services

Tax Services

Client Accounting Services

Advisory Services

Forensic Accounting

Valuations Service

QuickBooks Services

P&N INDUSTRIES

Industries We Serve

Our firm consists of an extensive team of highly specialized professionals that are intimately familiar with the industries they work in and the customers they serve. 

Architecture

Construction

Dental Practices

Ecommerce

Finance

Food & Beverage

Franchise

Hospitality

Law Firms

Manufacturing & Distribution

Marketing

Medical Practices

Nonprofits

Professional Services

Real Estate

Real Estate Agents & Brokers

Retail

Technology

Architecture

Construction

MORE THAN JUST ACCOUNTING

Great Clients

Awesome Reviews

Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.

I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.

Stacy L.

CLIENT REVIEW

Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!

Michael S.

CLIENT REVIEW

Brian and P&N's professional, personable and prompt team makes accounting and tax matters fun and streamlined. They're been helping me and my staff with personal and business tax filings for more than 5 years. A+

Bryan M.

CLIENT REVIEW

OUR LOCATIONS

  • Manhattan Location

    Address: 225 West 35th Street, 5th Floor New York, NY 10001

    Phone: (212) 736-0055

    Email: Email us Directly [+]

  • Stamford Location

    Address: 350 Bedford Street, Suite 303 Stamford, CT 06902

    Phone: (203) 356-1061

    Email: Email us Directly [+]

  • Long Island Location

    Address: 487 Jericho Turnpike, Syosset, NY 11791

    Phone: (212) 736-0055

    Email: Email us Directly [+]

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