Shah & Pandya, CPA, P.C

CFO On The Go

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CFO On The Go

This offering has been designed to empower you to leverage your business expertise to focus on developing strategic growth initiatives and managing day to day firm operations. Outsourcing your CFO or controller duties to us will translate to numerous measurable benefits to your firm: 

  • Cost Savings: From payroll savings from engaging an ‘ad-hoc CFO’ to minimizing fines and costly errors due to lack of industry expertise, our Interim CFO solution is guaranteed to help your firm realize cost savings (net of fees).  
  • Bottom Line Expansion: Your expertise is your business itself and the time savings your firm will experience from outsourcing the CFO function will support your ability to focus on core business issues and enhancing your bottom line. 
  • Business Transparency in Real Time: Our solution will provide you with the ability to pull reliable business data including key financial metrics and KPIs in real time, allowing you to make better strategic decisions. 
  • Peace of Mind: The value & comfort from knowing that a trusted industry professional is constantly overseeing, improving upon and advising on your finance functions is important to your firm.  

Selection of Our Outsourced CFO services: 

  • Budget preparation and monitoring.
  • Industry-leading assistance with defining long-term financial plans, developing financial forecasts & projections, tracking and reporting on KPIs
  • Profitability analysis by service or product line.
  • Regular Financial Performance Review and guidance on Cashflow management.
  • Expert tax planning & strategy sessions.
  • Oversight of bookkeeping and accounting functions
  • Training and managing your accounting staff
  • Integrated support while opening a new business and/or obtaining financing from banks.