The financial solutions you need.
No more, no less.
Finance and accounting needs are not “one size fits all.” Major corporations usually require a full staff of CPAs in house to ensure regulatory compliance and financial prudence at all times. But small and medium-sized businesses may not have the need or budget for a full-time accounting department.
At Purtell CFO, we believe businesses of all sizes should have access to the financial expertise you need, when you need it. Whether that means contracting a CFO on a monthly basis or hiring a CPA to streamline your internal processes, you should be in control of how your financial operations are handled. And, with Purtell CFO, you are.
We offer short and long-term contracts as well as project-based assistance in the following practice areas:
International Consulting
- 9 year expat in Latin America and Asia; experience with Sub-Sahara Africa
- Assistance with international operations and finance
- Compliance with local laws, rules and regulations
- Hiring and management of local staff
- Coordination of local professionals
- Cash management, currency risk and hedging
- Financial-reporting issues and translation of foreign-currency financials
- Integration of local accounting systems
- Strategies for internal control issues and Sarbanes-Oxley (SOX) performance
- Resolution of local tax and fiscal issues
CFO Consulting
- Defining and managing financial risks
- Financial planning and capital budgeting
- Establishing and monitoring financial objectives
- Financial and business data analysis and interpretation
- Cash management and DSO alignment
- Coordination of financial plan with operations and marketing
- Point of contact with attorneys, risk managers and bankers
Controller Tasks
- Accounting close
- Review of transactions, including accruals
- Post-closing review of trial balances and financial statements
- Review of monthly reconciliations
- Review of tax filings and tax deposits
- Monthly financial reporting
- Comparison of actual results to financial plan
- Development of financial forecasts and projections
- Supervision of accounting, finance and administrative staff
Efficiency of processes
- Invoicing, credit and collections
- Purchases and payables
- Inventory and fixed-asset management
Other Services
- External audit preparation and help with SEC filings
- Preparation for IPO
- SOX compliance
- Mergers, acquisitions and due diligence
- Accounting cleanup
- Documentation of processes and procedures
- Representation before the IRS
