Services

Service Offerings

CFO Vertical serves our clients with professional accounting solutions based on experience and best practices. Our areas of expertise include:

Audit & IPO Readiness

Our team of professionals have extensive experience in preparing companies for review, audit, or IPO. We can help you company properly plan and execute on all areas relating to an audit and public offering process.

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Financial Reporting & Analysis

We make sure your financial reporting is done right and in compliance with accounting standards. We also develop financial models, budgets, and projections to better manage your business and improve decision making.

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Technical Accounting & SEC Reporting

We interpret complex accounting pronouncements and ensure our clients are compliant with the latest standards and SEC reporting. Revenue recognition, leases, business combinations, VIEs, impairments, and 10Q/10K reporting are just a few examples of areas we specialize in.

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Cash Management & Capital Raising

We implement cash management strategies that take the guesswork out of working capital needs and maximize cash visibility. We ensure you are proactively managing cash and securing the capital you need to maximize growth. 

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M&A Prep & Integration

We handle all types of M&A transactions to ensure an efficiently streamlined approach from analysis and prep to post-transaction integration.

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Process Improvement & Internal Controls

We make sure processes and internal controls are implemented well and working effectively to not only ensure compliance but to also mitigate risks due to fraud, improve efficiency and accuracy, and reduce costs. 

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And much more...

We have an extensive team of professionals who can help businesses in a number of ways with their finance and accounting needs. Our fractional/outsourced model provides talent for any need you have. Call us today to see how we can tailor our services to you.

Your bottom line improved

Call us today to see how we can help you.

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