Financial Outsourcing

We recognize that many established and growing businesses need the advice and support of a financial professional from time to time without the expense of hiring a full time CFO. To assist our clients with this need, we offer outsourced controller and CFO services.

To implement this service, we work with you and your business to customize our controller and CFO services. With the support of our professional financial manager, we will assist you in making strategic business decisions, clarify and update your business plan and free up your valuable time to grow your business.

Our services include:

  • Bookkeeper and accountant supervision
  • Internal control oversight
  • Tax planning and strategies
  • Management information audit and analysis
  • Accounting systems and controls
  • Strategic planning and forecasting
  • Financial reporting and analysis
  • Profit improvement
  • Cash flow planning and analysis
  • Bank reconciliations
  • Accounts payable and accounts receivable
  • Payroll
  • Point-of-sale software and support
  • QuickBooks accounting software training and support
  • Liaison with business advisors including outside CPA, attorneys, bankers and other consultants

CCH Special Report: ACA REPEAL AND REPLACEMENT

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House Approves ACA Replacement Bill; Benefits Remain The House voted along party lines on May 4 to approve a repeal and replacement ... Read More
CCH Tax Briefing: Administration's 2017 Tax Reform Outline

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White House Calls For Big Individual And Business Tax Cuts, And More President Trump has unveiled a tax reform outline ... Read More
Succession and Talent Management

Succession and Talent Management

In the most recent issue of the Birmingham Medical News, Jerry Callahan discusses "Succession and Talent Management."  Looking at the ... Read More

Services
Accounting
Assurance
Business Consulting
Estate Administration
Estate Planning
Family Office Services
Finanacial Outsourcing
Financial Planning
Healthcare Consuling
Income Tax Planning
Litigation Support
Qualified Plans
Tax Compliance
Valuation
Wealth Advisory Services