Providing CFO/Controller outsourced level services to clients across various industries

Throughout the journey of the business lifecycle, one critical factor for success is having the support to effectively manage the financial operations of your business. Often entrepreneurs and founders of small to mid-sized businesses are too deep in the weeds to effectively manage the financial aspect of their company. Businesses often require specific skills for certain projects or want executive level support without the additional cost of full-time executive level personnel. Our team has the answer and can support your ongoing needs.

We are an extension of your team.

We bring together multiple disciplines and best practices to support your business, providing you an independent eye to best manage your cash flow and bottom line. We have the resources to resolve problems from a holistic and comprehensive approach integrating systems that will keep your objectives on task and measurable.  Our team of CPAs, MBAs, and MSTs can guide you through the various obstacles within your business life cycle.

Some of our CFO Advisory offerings include:

  • Board & Owner/Management services
    • Financial reporting with key trend analysis, variances and/or trends
    • Key performance indicators (“KPI”) reporting based on business drivers
    • BOD meeting presentations/attendance and meeting notes
    • Review succession planning for next generation, buy-sell agreement, etc.
    • Cap Table management, stock option plans, or pension plans
  • Fundraising
    • Assistance in obtaining financing from banks or equity/debt providers
    • Financial Forecasting: Review and/or create 5-year financial business plan
    • Assist with business plan overview and financial plan
    • Review of equity and debt agreements
  • Monthly & quarterly financial services
    • Developing agendas and action items on monthly or quarterly basis
    • Analysis of client’s financial strategies for revenue, budgets, forecasts, profitability growth and cash flow recommending improvements along with applicable resources
    • In-depth cost/revenue benefit analysis, pricing structure, gross margin and profitability analysis
  • Reporting and analysis for acquisitions, product growth, pricing analysis, or hiring growth/reductions
  • Procedures & Controls
    • Develop and/or implement company accounting procedures and best practices
    • Review and analyze of client’s current accounting system and asset tracking systems with recommendations for current systems enhancements
  • Corporate insurance review and management
“Our companies have worked with Newburg CPA for over 10 years and throughout that time they have continually exceeded our expectations. Their responsiveness and proactive planning have been a valuable resource to our growth and success.”
Christian Connors, Shooter Detection Systems, LLC
“I have been with Newburg & Company, LLP since 1987. They continue to be a tremendous asset to the growth and stability of my businesses and personal finances. They offer a wide range of services along with a refreshing approach to client service. Its comforting to know that not only do I have tremendous support on the tax and accounting end, but also have the benefits of utilizing their expertise in estate planning, financial planning and management advisory services.”
Tom Kilfoyle, President, United Marble Fabricators, Inc.
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