CFO Advisory Services

There are businesses who have in-house accounting personnel, but also have a need for a more seasoned individual with broader experience. We are able to supplement the knowledge base of your staff by offering advice on all financial matters whether it be financial or tax related.

We have provided this service for one of Adobe’s investments and other well known investors for their clients in the Philadelphia area.

We are proactive in working with you and your staff in designing and analyzing specific reports that can help your business achieve success. We become a trusted member of your team in providing guidance whenever necessary. Following are some examples: staff recruiting, financial projections, advise on tax and technical accounting issues and monitoring cash flows to name a few.