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Outsourced CFO Services

In order to have impact, you have to focus on your core mission — and that’s not financial statements, taxes, HR and payroll, billing, accounts receivable, reconciliations or evolving regulations.

Strategic Planning Backed by a Wealth of Experience

You’ll have consistent, long-term team support and a broad range of talent and skills to support your growth. Never go through the pain of losing back-office talent again.

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Increase Productivity and Profits

Sometimes it’s a challenge for a CEO/CFO to take a step back to see the full picture. Our full operations review and assessment services are designed to evaluate the entire flow of small business practices and identify the bottlenecks that that slow down productivity and stall profitability.

Refocus & Destress

Whether you’re suddenly short-handed, suffering from late or inaccurate reporting, can’t scale your team to keep up with growth, or have some other problem that is keeping your business from growing and succeeding, we can help you.

Scale Your Business & Improve Operations

A cost-effective solution for businesses to scale and improve their operations by providing expert financial analysis, strategic planning, and reporting, while optimizing cash flow and managing risk. Our experienced team of CPAs and CFOs specialize in providing scalable financial solutions, including budgeting, forecasting, and cash management, tailored to meet the unique needs of businesses across various industries.

The Benefits of Hiring an Outsourced CFO Controller

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Audit Support

We help ensure that your financial statements are accurate and comply with regulatory requirements. We have the capacity to assist with audit preparation, liaising with auditors, and resolving any audit-related issues, giving you peace of mind and ensuring compliance with accounting standards.

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Accounting
Outsourcing

Streamline your accounting processes and ensure accurate financial reporting. Our team of experienced accountants can manage tasks such as bookkeeping, accounts payable and receivable, and financial statement preparation, freeing up your time to focus on your core business operations.

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Business Application Implementaion Services

Optimize your business processes and improve productivity. Our team can help you implement a range of software applications, such as accounting software, customer relationship management (CRM) software, and enterprise resource planning (ERP) software, tailored to your specific needs.

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Tax Outsourcing

We help you manage your tax compliance needs efficiently and effectively. Our team of tax experts can handle a range of tax-related tasks, including tax planning, preparation, and filing, leaving you more time to focus on running your business.

HR Outsourcing

Manage your human resources function more efficiently. Our team of experienced HR professionals can handle a range of HR-related tasks, including payroll administration, benefits management, employee onboarding and offboarding, and compliance with employment laws and regulations.

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Financial Management and Modeling

We can assess your accounting processes and cash management procedures to help you develop schedules and organize the core components of your business success. Financial stability! Improving the workflows and practices of your finance and accounting functions will bring significant efficiencies and have a transformational effect on your business. We can create cash and sales models that will help you plan for growth and help you make decisions that will have an immediate impact on the success of your business.

Meet The Experts

Our team members have spent a lot of time problem-solving for a variety of industries. Their expertise is unmatched and they are driven and excited about new challenges.

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Jessica Freiburg

Managing Partner

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Kathleen Brattlie

CAAS Senior Manager

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Margaret Rizzo

CAAS Manager

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Featured Insights

Featured - Navigating Federal Funding Freeze Uncertainty: What Organizations Need to Know and Do
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Navigating Federal Funding Freeze Uncertainty: What Organizations Need to Know and Do

In an unprecedented move, the Office of Management and Budget (OMB) issued Memorandum M-25-13 on January 27, 2025, implementing a temporary pause...

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Featured - Small business 401(k) plans – Meet the IL retirement mandate
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Small business 401(k) plans – Meet the IL retirement mandate

Many states have begun implementing state laws that require every employer that has been in business for a certain period...

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Featured - Pay Transparency – Is Your Organization Ready?
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Pay Transparency – Is Your Organization Ready?

In the past, most discussions about compensation were largely confined to the specific instances of either a job offer or...

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We Are Here To Help

We perform our duties best when we get to know your business and can tailor our services to your specific situation.

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