Outsourced Controller and CFO Services

Portland CFO servicesHaving access to the financial expertise of a CFO can go a long way to help your business grow and prosper. Your business may not have the resources to hire a full-time CFO, but you don’t need to. We provide CFO and business management services designed to help small, midsized and large businesses become more profitable.

Beyond general accounting and bookkeeping functions, a CFO can help your business get to the next level through careful planning and pointed financial guidance. We offer everything from budgeting and forecasting to exit strategies. We'll also deliver timely, comprehensive, financial data presented in a way you can easily understand and use to manage your business more efficiently. Our processes include establishing a rhythm for meetings, goal setting, reporting, assessing and guiding through analytical review, and more.

We offer a free initial consultation to get to know you and your needs. The first step is to set up a free, no-obligation appointment so we can learn more about your business goals and discuss how we can help you achieve them.

Our CFO services include:

  • CEO support and business partner
  • Business management
  • Cash flow management
  • Strategic business planning
  • Budgeting and variance analysis
  • Profit improvement strategies
  • Exit strategies
  • Mergers and acquisitions
  • Assessing capital needs and proper structure
  • Board reporting and presentations
  • Contract negotiation

Our business management services include:

  • Financial reporting and analysis
  • Manage month end process and results
  • Select and implement accounting systems
  • Establish and maintain internal controls
  • Mentoring and training personnel
  • Revenue recognition
  • Complex tax issue compliance and reporting
  • Regulatory compliance
  • Stock compensation accounting
  • Audit preparation and support