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:

Latin America Consulting

  • Assistance in solving the ambiguity of Latin American 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
  • Timely solutions to Latin American emergencies

Monthly financials

  • 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
  • Receivables and cash management
  • Monthly financial reporting
  • Budgeting and forecasting
  • Supervision of accounting, finance and administrative staff

Efficiency of processes

  • Invoicing, credit and collections
  • Purchases and payables
  • Inventory and fixed-asset management

Additional 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
  • Coordination of and help with attorneys, risk managers and bankers
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