Cut finance costs
25–40% — without cutting corners.

We pair a senior fractional CFO with always-on AI finance tooling — live dashboards, anomaly alerts, real-time reporting — so mid-market companies get sharper decisions for a fraction of a full-time finance department's cost.

Trusted across apparel, retail, healthcare & manufacturing

Meridian

✳︎

Halvorsen

✳︎

Northbridge

✳︎

Caldwell Co.

✳︎

Vantage

Meridian ✳︎ Halvorsen ✳︎ Northbridge ✳︎ Caldwell Co. ✳︎ Vantage

What we do

Five disciplines. One accountable partner.

Most firms hand you a bookkeeper or a spreadsheet. We give you a finance function — strategy at the top, AI-driven precision underneath, and a single team that owns the whole picture.

Always on

Meet your AI CFO — finance intelligence that never sleeps.

Between board meetings, your numbers keep moving. Our AI CFO watches them for you — turning live data into plain-English answers, early warnings, and next steps. It handles the constant, so your human CFO can focus on the consequential.

Real-time dashboards

Cash, revenue, and margins updated as transactions land — no waiting for the monthly close to know where you stand.

Anomaly alerts

It flags the unexpected spend, the slipping collection, the margin dip — before it becomes a board-meeting surprise.

Ask anything

Type a question in plain English — "what's our runway at current burn?" — and get an answer backed by your own numbers.

Reviewed by humans

Every insight is grounded in the books your CFO and bookkeepers maintain, so what you see is always trustworthy.

Human judgment, machine vigilance — working the same set of books.

P AI CFO · live
Runway is 14 months at current burn. Marketing spend is up 19% vs. plan this quarter.
Where's the marketing overspend coming from?
Mostly two new vendor contracts signed in April. Want me to draft a note for Thursday's board pack?
Ask about cash, margins, runway…
Why fractional

A CFO's judgment, sized to where you actually are.

A full-time CFO costs $300K+ before you count the search. Most mid-market companies don't need that headcount — they need the thinking, sharpened by the right tools. We embed a senior finance leader into your business, backed by our AI finance stack, for the hours the work truly requires.

You get board-ready reporting, sharper decisions, and someone who answers the phone when the numbers get hard — without a permanent line on the P&L.

01

Senior by default

You work with a CFO, not a junior handed a title. Every engagement is led by someone who has done the job in-house.

02

Right-sized cost

Executive finance for the hours you actually need — a fraction of a full-time hire, with no recruiting or equity.

03

One accountable team

Strategy, books, and tax under one roof. No handoffs, no finger-pointing, no gaps between your advisors.

04

Built to scale with you

Dial hours up before a raise, down after close. Your finance function flexes with the business, not against it.

Investment

Three tiers. One flat monthly fee.

Every engagement starts with a free AI Finance Cost Audit — a $1,500–2,500 value, credited in full toward your first month if you move forward.

CFO Essentials
$3,000–4,000
per month

For lean teams that need reliable reporting and a strategic sounding board.

Monthly close oversight
Core KPI dashboard
Quarterly strategy session
CFO Growth
$5,000–7,500
per month

For growing companies preparing to raise, refinance, or scale operations.

Everything in Essentials
Cash flow forecasting
Board & investor reporting
Monthly strategy sessions
CFO Strategic
$8,000–12,000
per month

For established, complex organizations that need embedded, hands-on leadership.

Everything in Growth
Weekly leadership presence
M&A & capital raise support
Full AI finance suite

Every engagement is scoped after a free audit — these ranges reflect typical company size and complexity

Who we are

Your back office is our main office.

ProCFO Services was built by finance leaders who spent their careers in the CFO and controller seats of high-growth companies — including well-known apparel, consumer product, and NASDAQ-listed businesses.

Today, from our home base in Riverside, California, we act as the outsourced finance department for companies across apparel, manufacturing, retail, e-commerce, consumer products, and healthcare.

11 days

Average monthly close cut down to under two weeks — from clients who were routinely a month behind.

25–40%

Typical reduction in finance-function costs once AI tooling and senior oversight replace a bloated back office.

$0

Recruiting, benefits, or equity cost — you get CFO-level leadership with none of the overhead.

"They walked in, cleaned up two years of messy books, and within a quarter I finally understood my own margins. It's the first time finance felt like an advantage instead of a chore."
Dana Whitfield
CEO, Meridian Manufacturing

Let's put a real CFO — and real AI — behind your numbers.

Start with a free AI Finance Cost Audit. We'll show you exactly where you're leaking margin — no pressure, no jargon. We respond within one business day.