SurveyKing began as a market research and technology company, giving us a unique perspective. Our Interim CFO services combine experienced financial leadership with expertise in analytics, software, and business strategy to help companies navigate leadership transitions and identify new growth opportunities.

Choosing us to help place an interim CFO means more than simply keeping the finance department running. You'll gain an experienced financial leader who brings a fresh perspective one that evaluates market demand, pricing strategy, product performance, financial systems, automation, and reporting to uncover opportunities that traditional CFO firms often overlook.

What makes our interim CFO services different

• Fresh, independent perspective during leadership transitions
• Evaluate customer demand, pricing, and product strategy
• Financial reporting, forecasting, and cash flow management
• Improve month-end close and executive reporting
• Assess financial systems and reporting technology
• Identify automation and operational efficiencies
• Support lenders, investors, and board communications
• CPA-led financial leadership backed by technology and market research expertise

Businesses hire interim CFOs for many reasons, not just when a CFO leaves. An interim CFO provides experienced financial leadership during periods of transition, growth, or operational change, helping stabilize the finance function while improving reporting and strategic decision-making.

Common situations include:

• Unexpected CFO or finance leader departure
• Replacing an underperforming finance executive
• Preparing for fundraising, financing, or an acquisition
• Cash flow or profitability challenges
• Delayed month-end close or unreliable financial reporting
• ERP implementations or financial system improvements
• Audit, lender, or board reporting requirements

Our CFO Roadmap is a fixed-fee $1,500 assessment designed for businesses facing financial leadership changes, reporting challenges, or operational uncertainty. It provides management with a clear action plan before committing to a full interim CFO engagement.

We'll meet with key stakeholders, review your financial reporting, month-end close, cash flow, and financial systems, then deliver a one-page stabilization roadmap within three business days outlining key risks, recommended improvements, and immediate next steps.

Areas we can serve on-site for the CFO roadmap service:

• Detroit, MI
• Akron, OH
• Cleveland, OH
• Ann Arbor, MI
• Dayton, OH
• Fort Wayne, IN
• Columbus, OH
• Grand Rapids, MI
• Erie, PA
• Windsor, ON

*For other locations, CFO scheduling may require 2–3 days, and travel costs may vary.

Interim CFO services start at $7,500 per month and provide experienced financial leadership during periods of transition, growth, or operational change. Engagements include financial reporting, cash flow management, forecasting, executive guidance, and strategic support to keep your business moving forward.

Most interim CFO engagements last three to six months, depending on business complexity and how long it takes to hire permanent leadership. For businesses that need ongoing executive financial support, services can continue on a flexible month-to-month basis.

Strong communication with investors, lenders, and board members is critical during periods of transition. We serve as your financial representative by answering questions, participating in meetings, explaining business performance, supporting due diligence requests, and coordinating information requests.

Services include:

• Investor and lender reporting
• Board meeting materials
• Cash flow and financial updates
• Covenant reporting
• Financial presentations
• Executive communication

Financial reporting is often one of the biggest challenges during a leadership transition. Reports may rely on outdated spreadsheets, undocumented processes, or knowledge held by a single employee. We quickly evaluate your reporting process, identify gaps, and build reporting tools that will help you make informed business decisions.

Services include:

• Financial statement preparation
• Executive dashboards and KPI reporting
• Management reporting packages
• Budget vs. actual reporting
• Financial modeling and forecasting
• Custom-built tools to automate reporting

The month-end close is often one of the first areas to fall behind during a leadership transition. Delayed financial statements, unexplained journal entries, reconciliation issues, and manual spreadsheets can make it difficult for management to trust the numbers. We evaluate your close process and implement improved processes.

Services include:

• Month-end close review
• Close process improvements
• Account reconciliations
• Journal entry review
• Close checklist development
• Financial statement preparation
• Reporting timeline improvements
• Internal control recommendations

A fresh perspective is one of the greatest benefits of hiring an interim CFO. Our background in market research will help you better understand customer demand, pricing, and product performance. We also help identify new opportunities for products, services, and even physical retail locations. Our goal is to ensure future investments generate the greatest possible return.

Services include:

• Customer demand analysis
• Pricing strategy studies
• Product and service evaluations
• Customer satisfaction research
• Competitive analysis
• New product opportunity research
• Revenue and profitability modeling
• Financial modeling for new products and services