New and Rapidly Growing Companies

We work with entrepreneurs to form and grow new businesses by assisting founders with:

·         Writing business plans.

·         “What if” financial analysis.

·         Funding from banks and investors.

·         Selection and implementation of general ledger information systems.

·         Managing growth.

·         Assist in the hiring of financial and administrative personnel.

·         Transitioning to full-time controller/CFO as growth dictates.


Established Companies

We work with CEOs, Controllers and CFOs of established organizations on an ongoing basis to assist with:

·         Conducting special projects.

·         Maintaining systems and supervising staff during the extended absence of a financial team member.

·         Providing ongoing monthly financial statements and analysis.

·         Developing budgets and “what if” analysis.

·         Financial reporting to management, Board of Directors, and oustside investors.

·         Communication with outside professional service providers such as CPA and legal firms.

·         Supervising account personnel.

·         Cash flow forecasting.

·         Financial borrowing estimates.


Financially Troubled Companies


Financial troubles can lead to stress in an organization. CFO and Controllers Services has worked with a number of financially troubled companies. Our experience enables us to detect the early warning signs of financial trouble and head them off in healthy companies.

We can assist with:

·         Restoring profitability.

·         Refinancing debt.

·         Working with creditors and other equity positions.

·         Resizing and optimizing workforce and personnel resources.


The benefits for your business include:

·         CFO and Controller Services experience in the marketplace.

·         Your business will receive the knowledge and expertise of seasoned financial experts.

·         Your company will not be burdened with fixed overhead.

·         CFO and Controller Services will grow with you.

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