CFO Advisory Services

Withum offers comprehensive CFO advisory and fractional CFO services that empower C-suite executives and finance teams, freeing them from low-impact activities and optimizing financial processes that drive business success.

CFO Support for Today's Financial Leaders

The office of the CFO is one of the true MVPs for any company. Whether you are the VP of Finance, Controller or Finance Manager, you face unique challenges and complexities – this is where our CFO consulting services come in, providing expert guidance, financial support and fractional CFO solutions to help you overcome these challenges.

Discover the Value of CFO Advisory for Your Organization

We understand that as a business owner or leader, you want to focus on your passion while having a clear understanding of your financial standing and performance. Our outsourced accounting and finance team members, coupled with cutting-edge technology, deliver cost-efficient CFO advisory services while giving you back your time.

Comprehensive CFO Advisory and Consulting

Withum’s CFO consulting team can help you transform your processes into a best-practice workflow and eliminate low-impact activities so you can focus on building your business. Our team will fill the gaps by providing custom-fit solutions to meet your business goals.

Our services include:

  • Financial Oversight, KPI and Benchmarking
  • Financial Planning and Analysis (FP&A)
  • Cash Management and Cash Flow Projections
  • Budgeting development
  • Audit preparation support
  • Bank Financing and Investor Relations
    • Capital table management, including pre and post-money support
    • 409a Valuation Support
  • FDIC and Asset Exposure Analysis
  • Technical Accounting Support
    • ASC 606 Revenue Recognition
    • ASC 718 Stock-Based Compensation
    • ASC 730 Research and Development
    • ASC 842 Leases
  • Accounting Software Selection and Updates
  • Compliance Support
    • Annual Incorporation Filing
    • Assisting in Selecting External Auditors
    • GAAP and PCAOB Audit Support, including Financials Statement and Footnotes
    • Sales and Payroll Tax
  • Business Relations
    • Legal
    • Banking
    • Insurance
  • Data Security

Connect with Our Leaders

Nina-Chmura_Web
Partner, Practice Leader, Service Leader
East Brunswick, NJ
Profile headshot of Jamie Matte in a gray suit coat.
Partner
Houston, TX

Contact Us

For more information or to discuss your business needs, please connect with a member of our team.