Lodestar Taxes provides a broad range of outsourced part-time CFO services and operational support to established companies and startups within the City of Charlotte and surrounding counties.

Our highly skilled outsourced, part-time CFO services give CEO’s business owners as much direct access as needed to high-quality expertise in a cost-effective manner including:

Financial & operational reporting
Profit margin analysis​ and improvement plan
Cash flow analysis and improvement plan
Financial & management analysis
Budget development & monitoring
Tax strategies
Board & investor presentation & reporting

Cost & cash flow management​
VC & investor relations
Banking and alternative financing sources
COO operational support
Business valuation
KPI & management dashboard development

These services are available on a part-time or long-term basis as needed.

Ensuring that key business decisions are grounded in sound financial criteria is crucial for success in a small business or startup. CFO Growth Advisors provides Chief Financial Officer (CFO) services that have the necessary insights and tools to see this strategic picture. Contributing sound strategic financial leadership as well as helping to lead the daily business operations


Lodesar Taxes CFO’s services provide you with affordable, expert guidance the help your start-up company to reach important goals in an organized fashion. We’ll ensure you have an outsourced CFO service provider who has great experience. Our trusted professionals have formerly served as full-time CFOs of very successful companies, and they bring this wealth a real-world business knowledge to you!

Here are five other criteria and capabilities your virtual or fractional CFO will bring to your company:

1. Strong general financial expertise

An outsourced CFO services provider must have hands-on financial expertise in corporate financial strategy/planning and non-financial operations design, deployment and management.

2. Business and operations experience

We bring a holistic approach that will help optimize efficiency in non-accounting and non-financial areas of your business, as well as in accounting and financial areas. This may include human resources, legal, IT, banking, insurance, real estate and more.

3. Expertise in your industry sector and/or related sectors

In addition, we are able to bring industry best practices into your business. In many cases, the formerly seated CFO you’ll work with will have real-world experience working at a business (or businesses) similar to yours.

4. Strong management experience

We can help build and strengthen internal department relationships and cooperation. Strong management experience is required in order to work with sales, operations and management/ownership to show how the accounting and finance function can help everyone work together better.

5. The ability to make valuable business, industry and networking connections

Connecting with others in your industry may open doors of opportunity for new sales and services, or in the case of new vendors, for reducing costs or expanding your options. Making networking connections with professionals outside of your industry (such as attorneys, commercial bankers, insurance professionals, equity firms and investors) can also be useful by helping you build new relationships and get your foot in the door.