Interim + Part-time CFO Services   •   Outsourced Accounting Services   •   Certified Public Accountants

Outsourced Financial Management Services

Chief Financial Officer Services

Our part-time or interim basis CFO services can deliver significant value to your organization. We provide CFO services in the areas of:

  • Business plan preparation
  • Strategic planning
  • Budgeting and forecasting
  • Contract review
  • Revenue recognition analyses
  • Cash management
  • Accounting software selection and implementation
  • Financial reporting, both for internal as well as external requirements
  • Cost analysis and cash flow optimization
  • Accounting process evaluation for compliance with best practices
  • Bank relationships
  • Venture capital funding
  • IPO activities
  • Public reporting (10-K, 10-Q, etc.)
  • Due diligence reviews
  • Systems evaluation and implementation
  • Mergers and acquisitions
  • Benefit plan evaluation, negotiation and selection
  • Stock option tracking
  • Lease negotiation for real estate and equipment
  • Risk management
  • Recruitment and interviewing
  • Service provider evaluation and selection (financial institutions, leasing companies, insurance brokers, attorneys, payroll service)
  • Corporate, partnership and individual income tax planning and compliance
  • Wind-down of business operations

We assume full financial management responsibilties so you can focus on what you do best.