CFO Services

We provide both growing and established organizations with experienced CFO-level talent at a fraction of the cost of a full-time employee.

Our EAs and consultants work on site, which allows us to immediately address time-sensitive financial concerns, mentor your staff, and help you make critical decisions.

What we offer within our CFO services includes:

  • Review and management of the finance infrastructure (accounting, treasury, finance)
  • Financial, business, and strategic planning and implementation
  • Budgeting and forecasting
  • Private equity and debt financing
  • Cash flow management and projections
  • Audit preparation and liaison with audit firm
  • Trend analysis and key metric benchmarking
  • Accounting software selection and implementation
  • Mergers and acquisition support
  • Risk management