How we can help you realize your goals at a fraction of the cost

Our unique approach

We provide growing and established organizations with experienced CFO-level talent on an outsourced, part-time basis at a fraction of the cost of a full-time employee. During interim periods, we bring experienced professionals with specialized skill sets to navigate times of transition when you can’t afford to be without a CFO. Our Controllers / CFOs and consultants work on site, which positions us to immediately address pressing financial concerns, mentor staff, and help you make critical decisions.

Outsourced CFO services

• Management of the finance infrastructure (accounting/bookkeeping, treasury, finance)

• Financial, business, and strategic planning and implementation

• Hands-on guidance during transitions (e.g., medical leave, IPO, business integration, or leadership succession)

• Cash flow management and projections

• Budgeting and forecasting

• Audit preparation and liaison with audit firm

• Key metric benchmarking and trend analysis

• Accounting software selection and implementation

• Financial and operational improvement plans

• Mergers and acquisition support

• Risk management

• Contract review

• A complete suite of outsourcing services

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