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Should I Outsource My CFO? Is It Time to Expand Your Team?

When a full-time CFO costs $150K to $300K per year, an outsourced fractional CFO can deliver the same strategic financial leadership at a fraction of the cost, especially for cannabis businesses navigating complex regulations.

By Lorenzo Nourafchan | September 15, 2019 | 3 min read

Key Takeaways

A CFO maintains accurate cash flow records, makes financial projections, advises on tax compliance, and helps cannabis companies navigate the strict regulatory landscape.

Cannabis businesses need CFO-level guidance earlier than most industries because of complex accounting, tax, and regulatory requirements that compound as the business grows.

An outsourced fractional CFO works part-time on a flexible schedule, typically costing far less than a full-time hire while providing the same strategic financial leadership and cash management expertise.

Why a Business can Benefit from Hiring a CFO

A CFO can assist in securing the financial health and stability of a company. The CFO takes charge of key financial aspects of running a business, like maintaining accurate cash flow records, making financial projections, advising on tax compliance, and more.

Having financial data that is accurate and organized helps a company make better business and operating decisions. Moreover, a CFO helps cannabis companies stay compliant even with a strict regulatory landscape.

A fractional cannabis CFO can manage cash flow planning and forecasting, oversee tax compliance and strategy (including Section 280E planning), build financial models for growth and capital raising, implement internal controls and accounting policies, advise on banking relationships and cash management solutions, and provide strategic guidance on operational and financial decisions.

When to Hire a CFO

Non-cannabis companies typically bring on a CFO when they've achieved substantial revenues, or need help preparing for an IPO. But, these set of circumstances don't necessarily apply to a cannabis business. Why not? Well, there are several reasons. First, the cannabis industry is new and continually evolving. There are many legal hurdles with limited funding opportunities from financial institutions. Since the accounting, tax, and regulatory requirements can be challenging to stay on top of, the need to hire a CFO is actually required much sooner for a cannabis business.

Before companies consider hiring a CFO, they usually first take into account their funding status. If a company raised outside capital, it could be facing external pressure from investors to hire a CFO for strategic reasons. Yet, if a company is self-funded, the founder(s) have to decide whether they want to personally take on the role of CFO. If they have enough business acumen and financial experience, they might decide to do so. But, if they don't, bringing on a qualified CFO could prove to be necessary.

A full-time CFO doesn't come cheap. Their yearly salary can range anywhere from $150k to $300k. For a start-up company, this expense can consume a large part of their budget. Until a company has a consistent revenue stream, it could be hard to justify this expense. But, on the same token, a CFO could be a key component in the strategy to increase revenue or raise more capital. So, what can a company do in this situation? One option is to outsource the CFO service from a financial consulting group, like Northstar.

An outsourced CFO can work part-time on a flexible schedule, and be there to support your financial operations with efficiency. The cost of outsourcing your CFO is generally a lot less money than hiring a full-time employee.

He or she can be the catalyst that propels your business forward and enables you to make a lot more money. Besides the examples discussed above, a CFO also advises on one of the most difficult and complicated issues a cannabis business faces - cash management. The majority of revenues are cash, and banks make it very difficult to open accounts. A company must find ways to work around these challenges, and a CFO knows how to work around all kinds of issues.

An expert CFO already knows how to set up bank accounts and can easily assess how much money should be in the account for electronic payments. Furthermore, for companies without banking, a CFO can advise you on where to keep a safe, how much to keep in the safe, who should have access to it, etc.

Besides the accounting, tax and regulatory guidance of an outsourced CFO, they also provide operational and strategic advice. This frees up more time for you to focus on running your business without unnecessary interruptions.

If you are weighing the decision to bring on CFO-level support, the question is not whether you need it, but whether a full-time hire or an outsourced engagement is the right fit for your current stage and budget.

LN

Lorenzo Nourafchan

Founder & CEO, Northstar Financial

Lorenzo Nourafchanis the Founder & CEO of Northstar Financial Advisory.

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