CFO in a Box

Outsourced Controller and CFO Services

As a growing business you may find you need the advice, support and guidance of a controller or CFO, but cannot afford the cost to hire one full time. We offer outsourced controller/CFO services to companies that need professional financial advice and a reasonable cost.

Our CFO and controller services are designed to support your business with the accounting oversight to help you better understand the financial side of your company so you can make better decisions, get control over your money and focus on growing your business. With us as you partner, you can rest assured knowing an experienced CPA is supervising and improving the financial side of your business.

Ongoing services:

Bookkeeper and accountant direction

Tax planning and strategies

Business and financial consulting

Financial reporting and analysis

Profit improvement

Cash flow planning and analysis

Bank reconciliations

Accounts payable and accounts receivable


Point-of-sale software and support

QuickBooks accounting software training and support

Liaison with outside CPA, attorneys, bankers and other consultants

Advisory or project-based work:

Due diligence

Retirement planning

Business planning

Employee compensation and incentive plan

Exit strategy

Raising capital

Risk management

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