Outsourced CFO Service
Big-Picture Financial Leadership, Minus the Big Price Tag
Looking for board-room caliber strategy without a full-time CFO on your payroll? Meet our Outsourced CFO Service—where Ahmed’s seven years in banking and finance meet your growth goals, all at a fraction of the cost.
What You Get
Financial Forecasting & Modeling
Nail your cash-flow projections, scenario analyses, and “what-if” planning so you’re ready for growth, downturns, or that surprise opportunity.
Budgeting & Variance Analysis
We build your annual budget, then track actuals versus plan. Spot overspending early, reallocate resources fast, and stay agile.
KPI Dashboarding
See your key metrics—revenue growth, gross margin, burn rate—in real time. We set up dashboards (in QuickBooks, Xero, or your BI tool) so data drives decisions.
Fundraising & Investor Prep
From polished financial models to pitch-deck slides, due-diligence packages to valuation support, we help you secure funding and impress backers.
Strategic Advisory
Monthly or quarterly strategy sessions to review performance, refine goals, and pivot your plan based on the latest data and market trends.
How It Works
We kick off with a deep dive into your business model, financial history, and growth targets.
We design your financial playbook—budget templates, forecasting models, KPI dashboards—and integrate them into your systems.
Regular check-ins (weekly, monthly, or quarterly) where we analyze results, tweak your plan, and answer your CFO-level questions.
Post-file questions? Changes in law? We’re here for you—no extra “seasonal surcharge.”
Why TriLedger’s Outsourced CFO Service?
Get top-tier financial leadership without the six-figure salary and benefits.
Zoraiz’s custom integrations pull your accounting and banking data into sleek dashboards—no manual data wrangling.
Ahmed’s insider banking know-how and our deep tax-planning experience mean smarter decisions—and fewer surprises.
