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Client Reviews
$1K to $10K
Monthly Fixed Fee
$1M
Minimum Annual Revenue
$1M
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Businesses (and profitable nonprofits) in Missouri with at least $1M of revenue and less than 3 in-house accounting staff.
Clients who wouldNOTbe a good fit
Individuals or businesses looking for compliance-only services (tax return or audit only).
Minimum Financial Requirements
Annual Income
$1,000,000
Annual Revenue
$1,000,000
Client Specialties
Preferred Industries
Services Offered
Service Pricing
Project-Based Fee
$1,000 to $10,000
Monthly Fixed Fee
$1,000 to $10,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Optimized CFO & Controller Services's Tech Stack
About Optimized CFO & Controller Services
OCFO stands apart from traditional accounting firms by being technology-driven and project-based. We leverage cutting-edge tools to deliver faster, smarter insights; price our services by the product to incentivize efficiency over hours; and pride ourselves on being proactive partners with clear, responsive communication.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
