What to Look For in a CFO (Even If You Only Need One Part-Time)
Hiring a CFO can feel like a big leap.
And if you’ve only worked with tax accountants or bookkeepers, it can be hard to know what to look for.
Here’s what great CFOs bring:
Strategic thinking (not just reporting)
Plain-English explanations
Experience with growth, not just compliance
Confidence to challenge your ideas—but always with support
You don’t need someone to give you 50 pages of spreadsheets. You need someone to:
Help you plan for hiring, pricing, or expansion
Make sure you never forget tax again
Translate your goals into numbers
A founder we worked with said, “I thought I needed a business coach. Turns out I needed someone to help me read my numbers.”
Whether you need a few hours a month or a regular sounding board, the right CFO helps you step into your next chapter with clarity.