Outsourced CFO support
As your trusted advisor, we’ll be the sounding board that conveniently helps you work through challenges and conquer financial obstacles for your clients.
Deliver deep operational and
financial insight to your clients
Having a robust financial strategy is critical for any business to enjoy long-term success. Unfortunately, this strategy isn’t as simple as writing a few goals on a whiteboard. Instead, it’s multi-faceted and complicated and requires deliberate organization for the entire team. We’re sure you must deal with clients who can benefit by having a financial leader in their midst. But because you don’t have that kind of expertise in-house, you’ve no choice but to hold off offering the service. Not anymore. Our financial advisors will review operations, identify ways to manage risk, provide business planning, and implement methods for improving the overall performance of your client businesses.
What we do
- Review of financial statements
- Budget analysis and cash flow planning and management
- Tax preparation, planning, and compliance
- General consultation and strategic planning
- Risk management and due diligence
- Accounting software selection and implementation
Technological prowess
We absolutely love numbers (obviously)!
Our accountants are happy using any popular applications for offering financial advisory services.
We’re on your side and by your side
Build a resilient CPA firm with Stellaripe. Outsource to us today!