Outsourced CFO Partnerships

A financial guide to align your vision to your finances. And a strategic partner to make it come to life.


“David is not only our CFO, but a true thought partner for Besa. He’s helped us meet (and surpass) our capital campaign goal, double our team size, manage our audits and reviews, and even get our PPP loan through twice. Having David on our side has allowed us to go further faster, be more intentional, and show up for our team...ultimately allowing us to scale farther than ever before.”

An outsourced CFO that blends partnership, strategy, and finances into one

If you’re a social enterprise that wants to grow, you know you need to have your finances in order. But you need more than just a number cruncher. You also need a partner you can trust.

And that’s where Panoramic Strategy can help – as an outsourced CFO that blends partnership, strategy, and finances into one. 

So yes, we’ll take care of all you’d expect from a CFO. Financial analytics, budgeting, forecasting, building out models, accounting…

But we’ll also do so much more. 

Grow Beyond the Numbers

Explore the possibilities with sound financial strategies & models

Have an ambitious goal? Hoping to expand your team? Wondering what your options are to scale?

No matter what you have in mind, we’ll run the numbers to see what’s possible – then build out the financial models that’ll let us get there. (Or if there’s another pivot we think is better to take, we’ll be an honest partner and let you know that, too.) 

Man standing on numbers
Women crossing a bridge

More than just a CFO

Get the financial strategy you need to bring your long-term vision to life

Many organizations work backward – first looking at their finances, then seeing what they want to do based on what they have. 

Our approach is different. Instead, we’ll start by developing an understanding of your long-term vision. Then we’ll craft the financial pathway needed to bring it to life.

Confident Decision-Making

Align your finances to your values to support decision-making at all stages of growth

As your financial partner, our top focus will be to help your leadership invest more of their time and budget in the areas with the most impact. 

That’s why we’ll work to align all elements of your finances (pricing strategy, forecasting, reporting, revenue sources) with your organizational values.  

Because when everything is in alignment, you can feel confident that any new financial decision or company investment you make is on the right track.

Man watering a flower
women climbing a mountain

Advising on Growth & Scaling

Look to the future & make sure your numbers reflect the story you want to tell

With our in-depth work in strategic planning, organizational change management, and high-performance team advising, you’ll get so much more than “just” CFO services. 

You’ll also get the backing of a true partner that can help you grow – both financially and in impact – with a big picture, based-on-experience perspective. 

“Even though he’s not in the office with us, I really feel like David is part of my team. He’s my CFO as well as a true partner because he understands everything we’re working towards, and he’s become a sounding board for things I may be struggling with in the business (hiring, policies, finances). Thanks to his help, we’ve been able to make sense of our finances and grow by 300% in just 3 years.”


Financial & strategic support to help you grow. Based on our proven, 3-phase CFO Partnership Process.*

*The exact process we choose to take together will vary based on your particular financial and business goals.
The example offered below merely gives an idea of what our time together may look like.

Months 1-4

Vision Clarification, Organization & Accounting of Core Finances

In most cases, we’ll begin our time together with activities that develop clarity on the vision of where you want the organization to go. 

From there, we’ll dive deep into your current financials and organize them so they are more useful, timely, and easy to access for your decision-makers.

This phase may include: 

  • Ensuring reliable and accurate financial information is quick-to-access for anyone who needs it 
  • Automating time-consuming financial activities that are currently being done manually
  • Bookkeeping
  • Preparing financial statements
  • Managing audit and reporting requirements 
  • Establishing financial controls to minimize risk and protect assets 

Months 5-9

Financial Analysis & Future Forecasting to Strengthen Operations

After we’ve “made sense” of your finances and determined where you want to go, we’ll move into analyzing what’s possible for the future. 

Together, we’ll look to the financial analysis, forecasting, and budgeting critical to strategic decision-making across the company. 

This phase may include: 

  • Supporting your decision-making with ongoing budgeting and forecasting activities 
  • Aligning your pricing strategy with your organizational values and goals 
  • Preparing financial presentations and attending Committee and Board meetings
  • Working through budgeting activities with your leadership 
  • Developing quarterly forecasts and effective pipeline reporting   
  • Considering your position and processes for funding from new sources

Months 10 and onwards

Organizational Strategy & Growth Partnership Beyond the Numbers

Once the fundamental work from our first two phases is complete, we’ll be ready to explore your options for growth and strengthening your impact in the long term. 

This phase may include: 

  • Modeling new potential business opportunities
  • Identifying your key metrics (both financial and impact-based) to use going forward
  • Consulting on expenses and contracts
  • Creating dashboards for shared financial language across your team 
  • Negotiating contracts as needed 
  • Leading strategic discussions with your Boards, Committees, and CEO
  • Analyzing your pricing to ensure financial sustainability and alignment with organizational values

About David Kaplan: Your Strategic Partner & Outsourced CFO

  • Founder of Panoramic Strategy
  • Former CFO of The Jewish Federation of Columbus
  • Current CFO for a number of social enterprises  
  • Has spent decades working in finance for Fortune 100 companies, non-profits, and startups
  • Strategic planner & organizational change facilitator
  • Recipient of the ‘Columbus Business First’ 40 Under 40 Award and Partner of the Year Award from Jewish Family Service (for work with Holocaust survivors)  
  • Certified CPA and graduate of Ohio State’s Fisher College of Business
Headshot of David Kaplin

Outsourced CFO Partnership Case Studies

How‌ ‌Besa‌ ‌Was‌ ‌Able‌ ‌to‌ ‌Surpass‌ ‌Their‌ ‌Capital‌ ‌Campaign‌ ‌Goal‌ ‌&‌ ‌Double‌ ‌Their‌ ‌Team‌ (Even‌ ‌During‌ ‌a‌ ‌Pandemic)‌ ‌

Women climbing a ladder
“David is not only our CFO but a true thought partner for Besa. He’s helped us meet (and surpass) our $1 million capital campaign goal, double our team size, manage our audits and reviews, and even get our PPP loan through twice.  Having David on our side has allowed us to go further faster, be more intentional, and show up for our team...ultimately allowing us to scale farther than ever before.”
Matthew Goldstein
CEO, Besa

How Studio Black Ink Made Sense of Its Finances to Identify Its Best-Fit Clients. And Grow by 300% in Just 3 Years.

“I don’t have a formal business background, so when I came to David I didn’t really have a clear picture of where my business was. Thanks to David’s help first in “cleaning up” my finances and then with forecasting and guiding my business development, I now have a way to see a quick snapshot of exactly where my business is at at any given moment. This has allowed us to identify which clients are the best fit for us, and ultimately grow by 300% in just 3 years.”
Adrienne Consales
Owner & Creative Director at Studio Black Ink
Team work to see forward

Align your vision to your finances. And get the financial & strategic guidance you need to bring it to life.