CFO Consulting

At On-Site Accounting, we recognize that many growing businesses need the advice and support of a financial professional from time to time, but are not quite ready to incur the additional expense of a full-time CFO or controller. That’s why we offer outsourced controllership services and outsourced CFO services to businesses in need of support with issues like strategic planning, financing, oversight of accounting and IT, budgeting and other needs.

We will work with your business to customize our CFO and controller services so you will only pay for the services you need. With the guidance and support of a professional financial manager, you will begin to make better business decisions, clarify your business plans and free up valuable time to grow your business.

Monthly Services – You do the data entry, we provide the following:

  • QuickBooks clean-up, training and support
  • Oversee the monthly bookkeeping function
  • Accounting systems and controls
  • Fixed asset and depreciation tracking
  • Journal entry and general ledger maintenance
  • Month-end review, adjustments & closing.
  • Financial statements, including balance sheets and income statements
  • Other comprehensive management reports
  • Liaison with outside CPA, attorneys, bankers and other consultants
  • Advisory or Project based
  • Financial analysis
  • Budgets and financial projections
  • Business and financial consulting
  • Business plan development


  • Working capital improvement
  • Gross profit optimization / profit improvement
  • Job / product costing
  • Business loan assistance
  • Debt restructuring
  • Mergers and acquisitions, raising capital
  • Exit strategy
  • Business turnarounds

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