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Outsourced CFO Services
Outsource Dimensions
Outsourced CFO Services
Managing a company’s financial strategy is essential but can demand significant resources. That’s why more companies are turning to outsourced CFO services for access to the specialized expertise of a CFO or Controller without the costs of a full-time hire.
At Outsource Dimensions, we provide customized support in cash flow forecasting, budgeting, and accounting oversight. You get high-level financial guidance to drive growth and improve decision-making—without the overhead.
Our goal is to strengthen your financial planning so your team can stay focused on the decisions that matter most.
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What Sets Us Apart
Outsource Dimensions provides comprehensive outsourced CFO services that adapt to your evolving needs, giving you the insights and guidance you need to make smart, strategic decisions for your organization.
Unparalleled Outsourced CFO Services
- Cost-Efficiency: Access seasoned financial leadership at a fraction of the cost of full-time roles.
- Specialized Expertise: Decades of industry experience mean we can handle complex reporting and strategic planning.
- Clear, Collaborative Approach: We work closely with your management, offering insights that support your company’s growth and financial health.
When you partner with us, you gain reliable support to keep your financial processes efficient and compliant.
“Working with Assurance Dimensions to get our 401k auditing completed was a great process! I was contacted well in advance about our audit from our account representative, they provided great instruction on what was needed before the audit began. Our auditors were very responsive when there were questions and made the process as easy as possible! I enjoyed working with our auditors and look forward to working with them again.”
— Arianna Rodriguez, Talent Benefits Specialist, ConnectWise
“We absolutely agree the process was so much easier than all years previously. It was such a breath of fresh air to work with Bennie and team this year and you TRULY made the process more pleasurable for us.”
— Csilla Pecz, Benefits Manager, People & Organization, BluePearl Veterinary Partners
“Assurance Dimensions (AD) has been providing audit services for the Syniverse retirement plan since 2011. The AD team is very knowledgeable, proficient, thorough and, most importantly, professional. Thank you for making our 401(k) audit process painless. We continue to be happy with AD and would recommend their services to others.”
— Warren Bowen, HR Global Benefits Manager, Syniverse Technologies
“Assurance Dimensions has been an outstanding service provider related to our Plan audit. The service is very streamlined which limits our time commitment. We also get sound recommendations on how we can improve the management of our Plan. All of this is done with a very fair and competitive fee. I would highly recommend Assurance Dimensions for your audit needs.”
— Mark Reed, President, Reed TMS Logistics
“It has been a true pleasure working with Assurance Dimensions. Everyone is extremely professional and the audit process is smooth. They provide clear instructions and follow up in a timely manner. They make the audit process quick, seamless and uncomplicated! I would definitely recommend Assurance Dimensions to any organization.”
— Michelle Cruz-Gonzalez, Sr. Human Resources Manager, Total Rewards, Checkers & Rally’s Restaurants
“The 401K audit can be a stressful time for any employer. Each year, Assurance Dimensions comes along side of us to walk through the requirements of the audit and reduces all anxiety. Their best feature is the checklist system, which keeps us on track and the whole audit team aligned and organized. The turnaround time for audit results is excellent and exceeds the expectations of our Leadership team. Overall, Assurance Dimensions provides an exceptional service and we highly recommend them!”
— Alison Vander Zee, Benefits Manager, Human Resources, PODS Enterprises, LLC
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Our Proven Experience
With over 25 years in outsourced accounting and advisory services, Outsource Dimensions has provided CFO and Controller support to companies across industries like technology, SaaS, private equity, and high-growth startups.
We’re here to guide you through financial transformations, mergers, and operational expansions, ensuring compliance and clarity at every step of the way.
Industries We Have Served:
- TECHNOLOGY (EXPERIENCED/START-UPS)
- FUNDS AND PRIVATE EQUITY FUNDS
- REGISTERED INVESTMENT ADVISORS
- VC FUNDS AND RELATED PORTFOLIO COMPANIES
- MANAGEMENT COMPANIES AND GENERAL PARTNER ENTITIES
- BROKER-DEALERS
- LIFE SCIENCE COMPANIES
- NOT-FOR-PROFITS
- FAMILY OFFICES
- HIGH NET WORTH INDIVIDUALS
- OTHER OPERATING COMPANIES
The Industries we serve are private and public companies in the small to middle-market sectors.
How We Can Help
Our outsourced CFO services give you flexibility and the strategic knowledge you need for growth—without needing a full-time CFO. Our experienced team works alongside yours, providing insights that are custom-fit to your business goals.
Our services include:
- Cash Flow Forecasting and Management
- Financial Close Process Acceleration
- Budgeting and Financial Planning
- Monthly, Quarterly, and Year-End Reporting Reviews
- Supervision and Training for Accounting Teams
- Compliance with GAAP, PCAOB, and IFRS Standards
Comprehensive Outsource Accounting Services
Beyond CFO services, companies outsource accounting and advisory services to our team for seamless financial management and tailored solutions that meet their unique business needs.
Our full suite of accounting support services include:
Speak with our Accounting Experts
Ready to streamline your financial operations? Contact us to learn how our accounting and outsourcing solutions can support your business.
(813) 443-5048
Tampa Bay
4920 W Cypress Street, Suite 102
Tampa, FL 33607
Jacksonville
7800 Belfort Pkwy, Suite 290
Jacksonville, FL 32256
South Florida
3111 N University Dr, Suite 621
Coral Springs, FL 33065
Orlando
1800 Pembrook Drive, Suite 300
Orlando, FL 32810