— Client Accounting Services

Outsourced CFO Services in Philadelphia

Unlock the Power of Executive-Level Expertise—On Your Terms

Presti & Naegele delivers high-level financial leadership to companies across Philadelphia—without the expense of hiring a full-time CFO. Our outsourced CFO services are built to help businesses improve financial operations, make strategic decisions, and support growth. Whether you're operating in Center City, University City, or the historic Old City district, our solutions are customized for the diverse economic landscape of Philadelphia. With industries like education, healthcare, and finance thriving in the region, businesses in Philadelphia benefit from outsourced CFO services that meet the pace and demands of local growth.

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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 in Philadelphia Without the Full-Time Commitment

Presti & Naegele’s outsourced CFO services give Philadelphia businesses the financial strategy and leadership they need—without the commitment of a full-time executive. Whether you’re launching a venture, scaling operations, or adjusting to a significant transition, we provide hands-on support that strengthens your financial foundation and positions you for future success.

What is an Outsourced CFO?

An outsourced CFO provides Philadelphia companies with flexible access to executive-level financial insight—whether short-term, fractional, or project-specific. Our outsourced CFO services in Philadelphia include forecasting, reporting, budgeting, and cash flow management, giving businesses the tools to make informed decisions without the cost of a permanent CFO role.

Why Choose Presti & Naegele's Outsourced CFO Services in Philadelphia?

✔ Cost-Smart Expertise: CFO-level support without full-time salary obligations
✔ Philadelphia-Tailored Services: Financial strategies aligned with your local market
✔ Growth-Minded: Strategic input that fosters sustainable business expansion
✔ Flexible Options: Choose short-term, recurring, or one-time engagements
✔ Trusted Across Philadelphia: Proven solutions supporting businesses in your area

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Our Outsourced CFO Services in Philadelphia 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 in Philadelphia?

Our outsourced CFO offerings are ideal for:

✔ Philadelphia small and mid-sized businesses in need of financial leadership
✔ Startups seeking executive insight without hiring full-time staff
✔ Companies in transition, rapid growth, or restructuring phases
✔ Businesses preparing for capital events, acquisitions, or new opportunities

We work collaboratively with Philadelphia clients to ensure our CFO services align with their business goals and evolving needs.

How Outsourced CFO Services in Philadelphia Solve Your Challenges

Problem: Lack of financial leadership and long-term planning
Solution: Our outsourced CFO services in Philadelphia provide the structure and clarity your business needs

Problem: Instability caused by unpredictable cash flow
Solution: Proactive forecasting and cash oversight to improve financial control

Problem: Hiring a full-time CFO isn't financially feasible
Solution: Fractional CFO services in Philadelphia that deliver executive value on your terms

At Presti & Naegele, we serve as a financial partner to help your Philadelphia business move forward with confidence.

What Does an Outsourced CFO Do?

Our outsourced CFO professionals support Philadelphia businesses with strategic financial leadership and services such as:

✔ Creating and managing financial strategies
✔ Budget control and cash flow planning
✔ Forecast development and reporting
✔ Risk identification and financial planning
✔ Guidance during investments, acquisitions, and scaling phases

Why Presti & Naegele Stands Out

✔ More than 40 years of high-level financial leadership experience
✔ Tailored support at every growth stage
✔ Industry expertise matched to Philadelphia’s evolving economy
✔ A track record of helping Philadelphia businesses achieve financial success

Proudly Serving:


  • 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.

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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.

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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. 

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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.

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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.

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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.

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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.

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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 [+]