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Service Offerings:

  • Process review with focus on control environment and process efficiency
  • Outsourced Controllership
  • Merger and Acquisition planning, execution and integration
  • Treasury Management
  • International expansion and retraction
  • IPO readiness
  • Software implementations
  • Tax Planning and Compliance
  • Revenue Recognition Policies, Accounting and Processes
  • Start-Up guidance and Equity partner identification and negotiation


Business Financial Consultants

Call to ActionCFO-Advisors are hands-on as well as strategic consultants.  We have advised clients globally, with solutions for business challenges including:


Global Expansion or Retraction. 

We have started and operated companies throughout the world.  Our tax service provides us with a big advantage over our competition, allowing us to build solutions that consider transfer pricing and cash repatriation.  We also have performed FAS 52 functional currency studies, implemented hedging and cash management solutions and established accounting software solutions that comply with both statutory and GAAP accounting requirements.


Effective Controls and Processes.

Clients have engaged us to review their transactional operational infrastructure and offer productive enhancements.  These transactions include rules-based order configuration and quoting, web-based procurement and employee expense report functionality, integrated inventory management capabilities and general ledger structure.  These reviews have lowered operating costs and improved operational controls.


Contract CFO Services.

We perform out-sourced accounting and finance services, ranging from strategic and high-level CFO’s to hands-on controllership responsibilities.  Clients engage us to raise capital, pay bills, score revenue, manage cash, invoice customers, and negotiate contracts, facilities and IT management, present budget plans, manage audits, attend board meetings and other finance and accounting duties


Financial, HR/Pay/Ben, Operational Solutions and Implementations.

The CFO Advisor team, in the aggregate, has delivered end-to-end solutions for hundreds of clients, ranging from mid-range start-ups to Fortune 500 clients. Some examples of our solutions include: the tracking of all sales opportunities for a client to ensure discounting and resource availability prior to the sales contract being approved, the creation of a VSOE compliant revenue recognition process with virtually out-of-the-box functionality after the software vendor said their software did not have the capability to meet the requirement and the creation of a Global Tax Engine that ensured revenue was recorded in the lowest tax base country for international work performed by a services company. In addition, we are also delivering a service oriented architecture (SOA) design for a public sector client on how best to loosely couple their applications so that users do not have to know anything about an applications data is in order to write Business Intelligence reports or developers having to know where an application physically is in order to integrate new applications within their environment.




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