Outsourced CFO & Financial Leadership
CFO Direct provides a full suite of high-level financial and accounting services for publicly and privately held companies - without the cost of a full-time in-house CFO.
Our Financial Services
From day-to-day accounting to complex capital markets transactions, our team brings unmatched expertise across every financial discipline.
Outsourced CFO
We act as your full-service outsourced CFO, providing operational accounting and financial modeling on a day-to-day basis. This eliminates the need for a full-time in-house CFO, allowing you to focus on core business activities.
Audit & Review Preparation
Our team has extensive experience in handling audits and reviews for both public companies and private companies preparing for public offerings. We can assist with SEC filings according to Securities Act regulations, SOX internal control compliance, and audit documentation preparation, ensuring a smooth and efficient process.
Financial Reporting
Accurate, timely financial statements and management reports designed to support strategic decision-making and regulatory compliance.
M&A Advisory
Expert guidance through mergers, acquisitions, and divestitures - from due diligence and financial modeling to deal structuring and closing.
IPO Support
End-to-end preparation for companies going public on TASE, OTC, or Nasdaq - including registration statements and investor relations support.
Part-Time CFO Resources
Flexible part-time and interim CFO resources that scale with your business - ideal for high-growth companies and temporary leadership gaps.
Your Partner in Financial Excellence
CFO Direct is a leading provider of outsourced financial services specifically designed to meet the needs of Israeli public and private biotech companies. We understand the unique challenges faced by public companies, and our experienced professionals offer a comprehensive suite of services to help you streamline operations, optimize resources, and create value for your shareholders.
- Full suite of financial services for public and private biotech companies
- Core expertise in supporting public bio-tech companies traded on TASE, OTC, and Nasdaq
- Reduces G&A expenses while gaining access to a team of experienced financial professionals
- Streamlined financial operations and optimized resource allocation
- Enhanced expertise ensuring compliance with complex accounting and regulatory requirements
- Frees up your internal team to focus on driving core business growth
How We Work For You
From your first call to an ongoing partnership, our proven four-step process ensures your finances are in the best hands.
Financial Assessment
We begin with a thorough evaluation of your company's financial structure to identify the most effective strategy for your needs.
Tailored Financial Model
Our team designs a customized accounting and financial model aligned with your business goals and regulatory requirements.
Ongoing CFO Services
We act as your in-house CFO - managing day-to-day finances, preparing reports, and guiding strategic decisions.
Measurable Value Creation
We optimize resources and reduce G&A, delivering clear, measurable value while you focus on growing your core business.
Client Success Stories
Proof that the right financial leadership makes all the difference.
Nasdaq-Listed Biotech IPO
Supported a Life Science company through its full IPO process on Nasdaq - handling SEC filings, SOX compliance, and investor relations preparation.
TASE-Listed M&A Transaction
Led the financial due diligence and deal structuring for a high-growth SaaS acquisition, enabling a seamless close at optimal valuation.
G&A Cost Reduction -40%
Replaced a full in-house finance team with a tailored outsourced CFO model, achieving 40% G&A reduction while improving reporting accuracy.
TASE Compliance & Audit Prep
Managed full audit preparation and SOX internal controls for a dual-listed healthcare company, ensuring timely regulatory compliance.
Trusted by Industry Leaders
We're proud to partner with leading public and private companies across Life Sciences, Technology, Manufacturing, and Healthcare.
Meet the Founder
Behind CFO Direct is a seasoned financial executive with two decades of hands-on experience across public and private markets.
Uri Ben-Or, CPA, MBA
Mr. Ben-Or has over 20 years of broad experience in corporate finance, accounting, M&A transactions, and IPOs. Uri has significant expertise in public Life Science companies traded on the TASE, OTC, and Nasdaq, and serves as the acting CFO of some of them. He holds a BA in Business from the College of Administration and an MBA from Bar-Ilan University, and is a Certified Public Accountant.
Our Team
Experienced financial professionals dedicated to our clients' success.
Outsourced CFO & Public Company CFO Services
CFO Direct acts as Chief Financial Officer, CFO Director, CFO Partner or Finance Director for companies listed on TASE, NASDAQ and TSE — and for private companies preparing to go public.
Public and private companies engage CFO Direct instead of hiring a full-time Chief Financial Officer. Our CPAs and former CFOs cover the entire finance function: financial statements preparation, audit and SEC reporting, SOX internal controls, budgeting and cash flow, M&A due diligence and IPO readiness — as outsourced CFO, part-time CFO, CFO Director or CFO Partner, so you pay for the leadership you actually need.
Companies listed on the Tel Aviv Stock Exchange (TASE), NASDAQ and other public markets rely on us as acting CFO and Finance Director: quarterly and annual reporting, investor materials, audit cooperation and filings kept on schedule, in Hebrew and English.
What is an outsourced CFO?
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An outsourced CFO provides senior financial leadership - financial strategy, financial statements, audit preparation and cash management - on a part-time or as-needed basis instead of a full-time hire. CFO Direct has been providing outsourced CFO services to public and private companies for over 20 years.
Does CFO Direct serve companies listed on NASDAQ, TASE and TSE?
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Yes. CFO Direct serves as acting Chief Financial Officer and Finance Director for companies traded on NASDAQ, the Tel Aviv Stock Exchange (TASE) and other public markets, handling financial statements preparation, periodic reporting, audit documentation and SOX internal controls.
Which senior finance roles does CFO Direct cover?
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CFO Direct covers outsourced CFO, public company CFO, CFO Director, CFO Partner and Finance Director roles, as well as part-time and interim CFO leadership and CFP-level financial planning for growing companies.
Do you prepare financial statements for public companies?
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Yes. CFO Direct prepares quarterly, annual and interim financial statements for public companies, including SEC filings, TASE reporting, audit and review preparation, US GAAP and IFRS reporting packs.
Schedule Your Financial Assessment
Don't leave your finances to chance. Our team is ready to evaluate your current situation and outline the most efficient path forward - at no cost.
Tell Us About Your Business
Don't Let Another Day Pass Without Expert Financial Leadership
Every financial decision matters. Contact CFO Direct now for a confidential consultation - and take the first step toward sustainable growth.