Not every business needs a full-time Chief Financial Officer—but every growing business needs strategic financial insight. At Cortez & Associates, we offer outsourced CFO services to help business owners make smarter decisions, plan ahead with clarity, and navigate complex financial challenges without the cost of an in-house executive.

Whether you’re looking to improve cash flow, manage growth, secure financing, or prepare for an audit or acquisition, our CFO services give you access to the expertise and oversight that drive long-term success. We work closely with owners and leadership teams to develop budgets, forecasts, and financial strategies that align with your goals. We also help establish financial controls, monitor performance metrics, and bring discipline to the decision-making process.

Our approach is hands-on, practical, and completely tailored. We don’t give you generic dashboards—we give you insights you can act on. And we’re always available to discuss what the numbers actually mean, not just present them in a spreadsheet. Whether you need monthly meetings, quarterly planning, or project-based analysis, our services adapt to your rhythm and priorities.

With Cortez & Associates as your outsourced CFO, you get more than just reports—you get a financial partner invested in your success.