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Outsourced Controller/CFO

Business owners know that the services of an experienced CFO or controller would help them make smarter financial decisions, but that’s a salary that most smaller businesses simply can’t afford, especially when they’re just getting started. Many are making the decision to hire an outsourced controller or CFO, and Kozole & Staudenmayer, P.C. is the Philadelphia CPA firm of choice.

An outsourced controller or CFO does much more than perform standard accounting and bookkeeping functions. Kozole & Staudenmayer, P.C. will become your trusted partner, providing the thoughtful analysis and strategic thinking necessary to keep your business financially sound and moving forward. We’re always up to date on the latest laws and regulations, and we’re highly experienced in all facets of business and financial planning.

If you need on-going controller or CFO services, we can provide:

  • Financial analysis and reporting
  • Development of customized accounting systems and controls
  • Cash flow planning and analysis
  • Strategic planning
  • Financial forecasting
  • Training for in-house accountants and bookkeepers
  • Tax planning and preparation
  • Profit analysis and improvement
  • Management information audit and analysis
  • Payroll services
  • Accounts payable and receivable
  • Bank reconciliations
  • QuickBooks set up, training and support

We also offer advisory and project-based services, including:

  • Debt and equity financing
  • Raising capital
  • Due diligence
  • Risk management
  • Pricing, margins and cost analysis
  • Exit strategy planning
  • Operations review
  • Compensation and employee incentive planning

Setting up an initial consultation is as easy as calling 215-677-6200 for an appointment. There is no cost or obligation; we’d simply like the opportunity to learn more about your goals and