Comprehensive financial leadership and strategic planning services

CFO Office & Strategic Finance

Our CFO Office & Strategic Finance services help businesses achieve control, visibility, and strategic insight across their financial operations. We support leadership teams with strategic planning, performance analysis, and advisory services to maximize profitability and sustainable growth. Whether it is decision-making support, investor readiness, or value creation, we become a trusted finance partner throughout your journey.

Budgeting, Forecasting & Cash Flow Planning

Customized Budget Models

13-Week Cash Flow Forecasting

Scenario, Sensitivity & Variance Analysis

Revenue Build-Up & Cost Optimization Models

Rolling Forecasts & Trend Dashboards

Customized Financial & MIS Reporting

Working Capital Optimization (Receivables, Payables, Inventory)

Capex Planning & ROI Tracking

KPI & Performance Management

KPI Dashboards (Operational & Financial)

Departmental-Level Reporting

Segment-Level Reporting

Performance Benchmarking

Trend & Ratio Analysis

Profitability & Efficiency Tracking

OKR Tracking (Objectives & Key Results) Tracking

Financial & Strategic Advisory

Capital Allocation

ROI Analysis

Fundraising Strategy & Investor Communication

Board & Investor Meeting Support

M&A Support – Due Diligence & Valuation

Marketing & Thought Leadership

White Paper Research

Custom Flyers & Brochures

Industry Insights

Case Studies & Success Stories

Frequently Asked Questions

Insights Into TAG’s Expertise

What does an outsourced CFO do for my business?

An outsourced CFO from The Algebra Group is your financial partner, a fusion of strategy, execution, and support to help grow your business faster and smarter without the cost burden of an in-house finance leadership.

Who should hire outsourced CFO services?

You should consider hiring an outsourced CFO if you startups and early-stage companies, growing businesses, founder-led companies, businesses preparing for fundraising or transactions, companies with solid accounting but limited strategic insight, organizations looking to optimize performance, etc.

How do budgeting and forecasting services help businesses?

Budgeting defines how much a business expects to earn and spend, while forecasting projects future financial performance based on real data and trends. Together, they give companies a roadmap to manage finances effectively

What is Financial Planning and Analysis (FP&A)?

Financial Planning and Analysis (FP&A) is a strategic finance function that helps businesses understand their financial performance, plan for the future, and make informed decisions. It involves budgeting, forecasting, and analyzing financial data to track results against plans, identify trends, and uncover opportunities or risks.

What KPIs should a CFO track?

A CFO should track KPIs that reflect revenue growth, profitability, and cash flow health, such as revenue growth rate, gross and operating margins, and EBITDA.