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Outsourced Controller and CFO

woman_shaking_happy.jpgWest Palm Beach CPA firm Liz Daniel, CPA does much more than balance our clients’ books and prepare their tax returns. As businesses grow, they often need higher-level financial advice than their in-house accounting and bookkeeping staff can provide, so they engage our outsourced CFO/controller services.

A skilled chief financial officer or controller offers the sound analysis and financial planning that companies must have in order to thrive in today’s competitive business environment. Even small businesses can benefit from that kind of expertise, but they typically can’t afford to hire someone of that caliber full time. Liz Daniel, CPA has extensive experience and a solid commitment to professionalism and integrity, and our services cost a fraction of the salary and benefits package required to hire a qualified in-house CFO.

If you need outsourced controller or CFO services on an on-going basis, we can provide

  • Cash flow planning and analysis
  • Establishing accounting systems and controls
  • Strategic planning and forecasting
  • Financial reporting and analysis
  • Accountant/bookkeeper training and direction
  • Profit improvement
  • Tax planning, analysis and preparation
  • Management information audit and analysis
  • QuickBooks set up, training and support
  • Turnkey services including payroll, accounts payable/receivable, and bank reconciliations

Advisory and Project-based Services:

  • Due diligence
  • Mergers and acquisitions
  • Financial and business planning
  • Debt and equity financing
  • Government compliance
  • Raising capital
  • Risk management
  • Management coaching
  • Pricing, margins and cost analysis
  • Employee compensation and incentive planning
  • Operations review and business modeling
  • Exit strategy planning

Call Liz Daniel, CPA at 561-246-3723 for a free initial consultation. You’ll be surprised at how many items our outsourced CFO/controller services can take off your overcrowded plate.

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