CFO and Controller Services

Some examples of the CFO leadership we will provide includes:

  • An advisor who is an available sounding board to assist ownership and management with tough decisions.
  • Provide financial strategies to increase profits and build net worth.
  • Installing new business processes and measurements.
  • Provide clarity and understanding of the financial performance to company leadership.
  • Add leadership when considering potential expansion or acquisition.
  • Lead in obtaining financing or raising capital.

Your CFO service plan will be designed specifically for your business needs.  The following services are examples of what your plan may include:


  • Monthly, quarterly, and annual financial statement preparation (income statements, balance sheets, cash flow statements, budget vs actual reports).
  • Cash flow management.
  • 12 month budgeting and forecasting.
  • Tax planning.
  • GAAP compliance (accrual accounting and revenue recognition)
  • Ongoing management and training of accounting and finance teams.
  • Software selection and implementation.
  • Accounting for fixed assets, depreciation, and amortization.
  • Email support
  • Phone support
  • In person meetings with ownership, management, board of directors, CPA, legal counsel.
  • Review company policies and procedures.
  • Audit preparation and support.


Benefits of CFO Advisory Services:


  • Fewer distractions and increased efficiency and profits
  • Strategic guidance
  • Increases scalability
  • Reduced risk of fraud
  • Significant savings compared to hiring a full-time CFO or Controller

image95