CFO Services

Learn more about Outsourced Accounting and our NEW partnership HERE.

Do you have a vision for your company and desire the expert insight to help you get there? Do you have short-term gaps in expertise you need to fill with proven experts you can count on? Our CFO Services provide world-class thinking and talent so that your business can relax and focus on what it does best. Whether you’re looking for an outsourcing solution or a team who can provide the strategic direction to move your organization forward, our flexible, experienced team is here to help.

• Outsourcing Roles, Departments or Functions
• Preparing For or Undergoing An Audit
• Consolidating Job Roles & Responsibilities
• Preparing An Annual Budget or Strategic Plan
• In Need of Interim CFO or Other Accounting Positions
• Expanding/Hiring
• Merging With/Buying Out a Business
• Selling a Business


How we add value
We serve as a true extension of your leadership team, focused on applying best practices and technical information so that your organization thrives as you undergo change. Your goals become our goals.

The most common services under outsourced accounting include:

• Financial statement preparation
• General ledger and trial balance
• Cash flow management
• Payroll submission and reporting
• Accounts payable and receivable
• Transaction processing


Other advanced services often include:

• Virtual CFO
• Controllership

These services are all geared toward providing clients with year-round strategic support and business planning to improve processes and performance. 


Learn more about Outsourced Accounting and our NEW partnership HERE.

Contact Jeff Bruner, Shareholder, CFO Services: Email

Get Started