CFO Services

Organizations may already have accountants handling their routine tax and accounting needs; growth or other operational demands, however, often require a higher degree of skill. Our talent pool includes senior executives who have held — and still hold — similar full-time positions, handling everything from simple to complex financial issues.

An outsourced CFO, working on a part-time basis, helps you make informed strategic, operational and financial decisions. The role also provides practical recommendations on organizational structure, financial management, tax planning and other compliance matters. A few examples of the scope of services include:

• Assessment and recommendations on existing financial reporting policies and procedures
• A dedicated team to perform on-site or off-site accounting
• Regular meetings with senior management to review financial reports and recommend improvements to financial performance
• Access to our network and alliances of strategic partners for real estate, recruiting, legal and other business needs
• Assistance in securing short-term and long-term funding
• Assistance in preparing for external audits
• Assistance in corporate tax planning
• Other support services as agreed upon in the engagement letter