E: dpeterson@burkhartpeterson.com / T: (210) 377-3311

Outsourced CFO Services

Many companies hire Certified Public Accountants (CPAs) to act as the Chief Financial Officer (CFO) or “controller” of their business.

Some of the contributions that a CFO can make to a business include the following:

  • Oversight of company revenue streams, bill payments and operating expenses, payroll, etc.;
  • Ensures that company staff follows systems of internal controls and maintains appropriate records to safeguard assets of the organization;
  • Preparation of all financial reports, including income statements, balance sheets, tax returns, and reports for government regulatory agencies in accordance with Generally Accepted Accounting Principles (GAAP);
  • Ensures that the company is kept in compliance with state and federal regulations and reporting requirements of each;
  • Develops sales forecasts, targets and financial budgets and analyzes actual operating results against those budgets and projections;
  • Provides short-term and long-term business recommendations; and
  • Provides tax planning strategies as recommendations when applicable.

While these types of contributions can be extremely beneficial to the smooth operations of a business operation, hiring a professional of this nature in a full-time capacity can be extremely expensive as well. If you believe your company may benefit from part-time contributions of a CFO, then contact our office to discuss the outsourced CFO services that we can provide.

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