External CFO services
External CFO services
We empower your executive team to make data-driven financial decisions. Our expertise spans dynamic budgeting, liquidity management, KPI tracking, pricing strategies, and granular profitability analysis across products and business units. We validate the integrity of your data directly within your financial infrastructure and translate it into actionable insights through advanced Business Intelligence (BI) dashboards, including Microsoft and Comarch solutions.
97% of our clients rated us positively
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Who is this service for?
You benefit from a CFO “by the hour” if you want to make data-driven decisions and maintain control over finances without hiring a full-time finance director.
For companies that do not have the budget for a full-time CFO but need an experienced specialist to structure finances, reporting and controlling processes.
For organisations with internal finance teams that need expert knowledge, analytical support, supervision of reports, strategic projects or preparation of management analyses.
We help assess risks, prepare financial forecasts and organise data required by investors or financial institutions.
You gain a clear view of cash flows, forecasts and recommendations that help avoid financial bottlenecks.
We identify which areas generate profit and which require optimisation or strategic change.
We implement modern BI reporting tools that automatically collect accounting data and present it in a clear format.
We analyse revenues, costs, market conditions and price elasticity to develop a pricing model that increases competitive advantage and improves financial results.
Instead of intuition, you receive reliable analyses, reports and recommendations that present the real financial picture of your company.
We help organise finances, plan costs and protect liquidity so that growth remains safe and profitable.
You receive clear data, KPIs and analyses that support planning and informed decision-making.
An External CFO supports you in budgeting, cash flow and profitability analysis. Book a free consultation and see how we can increase sales profitability and strengthen business stability.
Improve your company's performance
Financial Optimisation
Achieve higher profits and improve the stability and security of your business.
If your company generates profit but lacks cash, we analyse cash flows and liabilities to ensure funds work efficiently. Structured management of receivables, inventory and investments helps maintain stable liquidity and financial balance.
We review your pricing policy so that every product or service generates maximum profit. We analyse margins, cost structure and price elasticity to align your sales strategy with market realities and improve profitability.
We analyse cost structures and processes to reduce inefficiencies and increase operating profit without lowering service quality.
We design a transparent chart of accounts reflecting real business processes, enabling better revenue planning and cost control. A unified accounting policy facilitates financial analysis and integration with Business Intelligence tools.
We automate the flow of invoices, contracts and reports to ensure financial data is always up to date and accessible in one place. Digital document management reduces errors, shortens response times and improves control over operational finances
How we help your company
Understand your financial situation and increase profitability through precise, data-driven decisions
Instead of “somehow” planning costs, we calculate how much you can invest and what returns you can expect. We implement budgets in ERP systems so you can monitor execution monthly via a browser or mobile app.
You gain insight into where your company earns and where it loses money. By analysing materials, labour and overhead costs, you can make better pricing decisions, optimise margins and improve profitability.
We develop realistic budgets aligned with your company’s goals. Regular budget verification helps react quickly to deviations and stay on track to achieve targets.
We help you define key performance indicators that allow you to assess profitability, quality and efficiency across departments and processes.
Understand the net margin of each product. Analyse profitability and eliminate low-margin products.
Based on accounting data, we provide indicators that help improve pricing policy and achieve optimal margin levels.
How we work
With us, financial management becomes structured, measurable and data-driven.
We discuss your company, challenges and goals. We analyse the chart of accounts and management reports to understand your current position and direction.
Based on the initial diagnosis, we present a proposal that defines the direction of financial development and sets priorities.
We review the finance function, accounting processes and reporting. We identify improvement areas and prepare a concrete action plan.
We adjust accounting policy, chart of accounts and reporting structures to ensure consistency and reliable management analysis.
We create a KPI structure and financial scenarios aligned with business objectives.
We establish monthly or quarterly reporting cycles so management receives up-to-date decision-making data.
We configure BI systems that automatically collect accounting data and present it in interactive dashboards accessible via browser and mobile devices.
We support you in ongoing management of cash flow, costs, pricing and profitability.
We regularly meet to analyse results, compare scenarios and update action plans based on market conditions and company goals.
Many SMEs still operate in two separate worlds: accounting data in one system and management spreadsheets in Excel. An External CFO integrates these areas.
With Business Intelligence tools (Microsoft, Comarch), data is automatically collected and transformed into clear dashboards.
You see real-time cash flow, margins and KPIs, all based on reliable data.
Reports alone are not enough. A CFO “by the hour” explains results, interprets them and presents consequences and scenarios.
For example:
“If we increase prices by 3%, gross margin rises by 1.5 percentage points, and profit improves by 6%.”
Such insights enable faster, more confident decision-making.
We streamline your operations, maximize profitability, and optimize cost structures by coupling strategic CFO expertise with cutting-edge Business Intelligence solutions from Microsoft and Comarch.
With over two decades of executive experience, he has built a strong track record across prominent publicly traded companies and industry leaders, including Impexmetal SA, Neuca, Piotr i Paweł, and Kaczmarek Electric.
Having served in key strategic capacities - spanning from Chief Accountant and CFO to CEO - he possesses a profound understanding of the complex financial management challenges faced by enterprises of varying scales and industry profiles.
His core expertise lies in designing and implementing advanced financial management tools. This includes deploying manufacturing cost accounting systems within ERP environments, automating digital document workflows, and structuring comprehensive reporting in strict compliance with International Financial Reporting Standards (IFRS).
A former board member of the Accountants Association in Poland and an academic lecturer, he currently empowers TaxCoach clients to optimize their financial operations and achieve strategic business objectives. Simultaneously, he actively mentors our internal team, sharing his extensive, hands-on expertise.
We communicate in the following languages:
Reviews
During over two years of cooperation, TaxCoach employees have always demonstrated kindness, the ability to work flexibly and completed assigned tasks on time.
Tomasz Framski
Consdata
In addition to basic services, TaxCoach accounting office offers tax advisors and a financial director, so we know our finances and taxes are in good hands.
GIANLUCA LORENZO ACQUASANTA RASSUMOWSKI
Codeaddict S.A.
We greatly value accessibility and communication skills – if we have any questions, we always have someone to call and we know that our doubts will be clarified.
Krzysztof Burdalski
Drogowe Centrum Produkcyjno-Handlowe „BIG" Sp. z o.o.
This year, the TaxCoach accounting firm implemented a new chart of accounts in our books. This chart was prepared by our management for cost budgeting purposes and adapted to the specific nature of our business. Thanks to the rapid implementation of this expanded chart of accounts, we have better control over our company's financial plan and can easily obtain not only essential tax information but also valuable management information.
Games Lab
The accounting, HR, and payroll services provided are of a very high standard, both in terms of content and organization. TaxCoach ensures the professionalism of its staff, and all deadlines are met.
Grzegorz Sikorski
STEP RM Sp. z o.o.
From the very beginning, we felt surrounded by professional care. We no longer worry about missing important payment deadlines, which significantly improves the ease of running our business.
Dawid Wójcik
SZTUKA BETONU
We feel that there is a company on the other side, and not an extension of the tax office :)
Szymon Więczek
Grupa WeDo Sp. z o.o.
Thanks to their modern solutions, everything runs smoothly. They offer a wide range of services, which allowed us to choose the perfect option for us. We feel secure thanks to the possibility of consulting with a tax advisor and their experienced staff. We know our finances are in good hands.
Dentopolis s.c.
Thanks to its extensive offer, it is able to propose individual solutions for its clients.
Raion Automatyka
TaxCoach are ambassadors of professionalism and reliability, I heartily recommend them to all entrepreneurs.
Beata Zapała
A.C.E. Produkcja Elektroniki Użytkowej Sp. z o.o.
We are very pleased with our collaboration. We especially appreciate the constant contact with our dedicated accountant and the seamless electronic document flow. The client panel is particularly helpful, allowing us access to all documents and monitoring work progress.
Frumbo Sp. z o.o.
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