CFO / Controller Services

We fill a gap where businesses have needs for highly skilled financial leadership but are not at the point where they can economically justify the cost of a full-time Chief Financial Officer or Controller. We also provide supplemental functionality where a business has temporary demands that exceed their normal level.

Bob Roseman is specifically experienced in corporate financial services and is uniquely equipped to add value to your business. In the event of a special project, or for the more traditional CPA services, our firm is staffed with competent professionals with a variety of skill sets to meet those needs.

As your CFO or Controller, some of the specific functions we may perform on a routine basis are as follows:

  • Analysis of financial statements
  • Cash management
  • Strategic planning
  • Due diligence
  • Business plans
  • Financial models
  • Financing
  • Budgeting
  • Forecasting
  • Accounting system design & implementation
  • Analysis of receivables
  • Analysis of payables
  • Conferences with accounting manager
  • Conferences with senior management
  • Accrual Analysis
  • Review accounting policies
  • Review internal controls

Our standard engagement will include a set number of days each month. Your business needs are unique. As such, our services are flexible and will be customized to meet your specific needs.

For more information, please contact:

"But seek first the kingdom of God and His righteousness, and all these things will be added to you." — Matthew 6:33