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CFO Support Services

A compilation of a financial statement is not designed to provide assurance on the underlying financial numbers but to reflect the performance and financial position of an organization.


The Glue That Holds the Team Together

In our experience, one of the true MVPs for any company is the CFO. Your title might be that of VP of finance, controller, or finance manager. Regardless of title, you are the one responsible for finance and thus, you are the CFO. Since most business activity revolves around dollars and cents, you have a unique insight into all operations of the business; a fact that has not gone unnoticed by most successful entrepreneurs. That is why you are a true partner to the CEO and the management team and often a major center of thought and strategy; a collaborative team member or as the saying goes “the glue that holds the team together.”

CFOs Can Use Some Help, Too

Even though you are the strong bond that help keep everything working seamlessly, CFOs at times need some support, maybe even just someone to talk to. We have devised our CFO Second Supplier Power PlayBook for just such an occasion.  

CFOs operate in two major environments – Public or Private – and the rules and tools you need for each are quite different. Whatever challenges a public or private company CFO faces, our team is there to provide the timely, effective and efficient support needed to help you be in a position of strength. 

Type of Help We Can Provide to the CFO:

Public Company CFOs Private Company CFOs
  • Drafting financial statements and footnotes in accordance with Regulation S-K 
  • Assisting in providing other SEC regulatory reporting as required by Regulation S-K (non-financial information)
  • Assistance with 10K or 10Q preparation 
  • Review of financial information for compliance with disclosure requirements 
  • Draft and review of technical papers for your auditor 
  • Stock-based compensation calculations 
  • Derivatives assessment, accounting and disclosures 
  • Goodwill and intangible asset valuations 
  • Tax provision, disclosure and exposure analysis 
  • Compliance committee assistance 
  • Financial close process and related guidance 
  • Design, evaluate and monitoring of internal controls over financial reporting 
  • Evaluating potential agreement for accounting treatment and impact on financial statements 
  • Assessment of IFRS or other reporting requirements of international subsidiaries 
  • Domestic and international consolidations 
  • Dashboard reporting and development 
  • Best practices advice 
  • Audit preparation, assistance and support 
  • IFRS implementation 
  • “Carve out/spin out” accounting 
  • Business diagnostics 
  • Financing alternatives (debt and equity) and introductions 
  • Acquisition assistance including planning, structure, process management, helping with financing assistance, due diligence, purchase price allocations and valuations 


Practice Leaders

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