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Projections and Outsourced CFO

Our outsourced CFO services offer you unparalleled expertise and impeccable attention to detail, designed to meet your company’s unique needs. We pull from a vast acumen of accounting knowledge and experience to provide you with the technical support and guidance you need to help your company thrive. There are no set packages or fixed deliverables with outsourced CFO services; instead, we function as an advisor and work with you to derive custom reporting, analyses, and insights based on your business operations and needs. Some examples of what we can accomplish include:

  • Projections, modeling, and / or forecasting

    • Custom assistance with analyzing or evaluating overall operations, a specific business component or decision, or anticipated financial performance

    • Consultation on an as-requested basis 

  • Robust reporting

    • Quarterly and / or annual reporting package preparation(s) for internal or external users

    • Investor presentation assistance

  • Audit and / or Tax management and liaison support

    • Interface with auditors and / or tax preparers on your behalf and help manage related processes and deliverables

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