Outsourced Controller and CFO Services

Having access to the financial expertise of a CFO can go a long way to help your business grow and prosper. Your business may not have the resources to hire a full time CFO, but you don’t need to. We provide CFO and business management services designed to help small, midsized and large businesses become more profitable.

Beyond general business services and bookkeeping functions, a CFO can help your business get to the next level through careful planning and pointed financial guidance. We offer everything from budgeting and business metrics monitoring to profit improvement and exit strategies. We'll also deliver timely, comprehensive, financial data presented in a way you can easily understand and use to manage your business more efficiently.

We offer a free initial consultation to get to know prospective clients. Call us at 833-775-0900 and set up an appointment so we can learn more about your business goals and discuss how we can help you achieve them.

Our CFO services include:

• Business management
• Cash flow management
• Strategic business planning
• Monitoring business metrics and KPI's
• Budgeting, forecasting and variance analysis
• Profit improvement strategies
• Exit strategies
• Establish and maintain financing
• Board reporting and presentations
• Contract negotiation

Our business management services include:

• Financial reporting and analysis
• Manage month end process and results
• Select and implement accounting systems
• Establish and maintain internal controls
• Mentoring and training personnel
• Revenue recognition
• Complex tax issue compliance and reporting
• Regulatory compliance
• Stock compensation services
• Audit preparation and support