CFO Services

CFO Services

Financial success is all about making the right decisions, and the right decisions are about having the right information at the right time.  Our data analytics dashboards provide a timely and comprehensive view of your company’s financial and operational performance.   Our dashboard aggregates data from your various systems—ERP, HR, CRM—into actionable insights, enabling real-time decision making.  The dashboard is built on Microsoft’s cloud technology tools and can be adapted to any company’s technology stack. 

CFO Services

Our fractional Finance Leadership services offer expert guidance without the overhead of full-time executives.  From Chief Financial Officer to Corporate Treasurer to Chief Audit Executive, our experienced professionals provide strategic oversight on a flexible, part-time basis.  These roles encompass a wide range of responsibilities: financial planning and analysis, funding strategies/implementation, risk management and compliance.  Our finance professionals also have extensive M&A experience including due diligence/reverse due diligence. 

CFO Services

Our SOX Automation Program Services streamline compliance with the Sarbanes-Oxley Act, reducing the burden on your finance team while enhancing accuracy and efficiency.   During our initial assessment of your control environment, we first look for ways to automate key controls and processes, thereby enabling opportunities to automate testing of those controls via AI, genAI, RPA, etc.  These automated testing capabilities utilize continuous monitoring tools for control testing, exception reporting and trend analysis.  We focus on critical areas such as access management, revenue recognition, change controls and journal entry generation.  Our SOX services not only save time and resources but also provide greater confidence in your company’s financial integrity and compliance posture.