CFO Advisory Services

Successful business people know that every company needs a CFO or equivalent, so that they can better focus on driving revenues and executing their business plan. As an experienced CPA Firm, The CPA Exchange is highly qualified to provide comprehensive and professional CFO Advisory Services, based on your terms and requirements.

And through our Referred CPA Services division we have a deep network of relationships with bankers, lawyers, and Top 100 CPA Firms with specific industry expertise, for your company to leverage. As well, our strategic business partnerships with ADP for Payroll and HR; and the AICPA for Bill.com and Intacct.com help streamline your company’s bill paying and financial reporting initiatives.

Our CFO Advisory Services include:

  • Cash Management
  • Start-up Company CFO Services (replaces hiring a full-time CFO)
  • Short-term Crisis Management
  • On-site analysis of your Operations and Financial Internal Controls
  • Bill Paying – through Bill.com
  • Accounting & Financial Reporting – through Intacct.com
  • Quickbooks Advisory
  • HR & Payroll – through ADP
  • Business Consulting

Our fees for CFO Advisory Services are based on your specific engagement. Please contact The CPA Exchange today for a detailed proposal.

Client Testimonials

Prior to my joining socialreach, L.P., The CPA Exchange provided comprehensive CFO Services for our start-up internet marketing company. They handled all of the accounting, taxation, & entity registration for our multiple companies and jurisdictions we did business in. We also had international tax issues, and Paul Weinberg handled those as well for us. Their service was invaluable to us and for any I would highly recommend The CPA Exchange to any company seeking temporary or permanent CFO Services.

Lisa VanPatten, CFO
socialreach, L.P.
Philadelphia, PA USA

As a CPA I look for certain attributes in an accounting firm - accuracy, attention to detail, and technical knowledge. The CPA Exchange has provided that and more in the CFO Services rendered to my technology businesses over the past two decades. They have been able to adapt to any internal accounting software we use, and have technical tax expertise so we have the comfort of knowing that piece is handled, as well.

David S. Shuman, CPA, CITP
Vector Consulting Services, Inc.
Chicago, Illinois USA