CFO Advisory

Our Expertise

Look forward with confidence

A CFO doesn’t only make sure that day-to-day financial operations are executed properly, they also look to the future to keep your company on track for continued growth. As the business landscape becomes more complex, expectations for CFOs grow — and the need for CFO support is becoming more and more critical.

With our CFO advisory services, a team of finance and accounting experts with deep industry experience will help you ensure every financial activity is done correctly, on time, and in support of your mission. Whether you’re preparing for or going through a transaction, or just in need more time and capacity to focus on the business, we’ll help you fill the gaps with the highest degree of expertise.

Tailored expertise to support your CFO

We’ll bring you expert support when and where you need it.

Balance sheet, income statement, and cash flow statement financial projection

Projections for financial statements are an important part of building a strategy, securing financing, and assessing your company’s financial health. Our experts will help you create these projections so you can bring them to investors and use them to inform decision-making.

Budget preparation and reporting services

We’ll create detailed financial plans based on historical data and projections to align your budget with your organizational goals. We’ll also compare estimates to reality to make sure you’re on track.

Financial planning and analysis (FP&A) services

Our experts will analyze your financial data and offer forecasting and strategic insights to support resource allocation, investment decisions, and your overall financial health.

Liquidity projection preparation

We’ll help you analyze your cash flow data to project how much liquidity you’ll need for various funding requirements and ensure you’re managing cash effectively.

Transaction readiness and integration services

Is there a transaction in your future? We’ll help you prepare for mergers, acquisitions, and IPOs so you can be sure your financial systems, processes, and data are on track for a smooth transition.

Treasury management services

Do you have enough cash on hand? Are you maximizing returns on excess funds? We’ll provide cash flow forecasting, liquidity management, risk mitigation, and more to help you optimize your position.

Insights

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Closeup view of a manufacturing assembly line.

July 09, 2021

Business combinations: Top challenges for midmarket CFOs

Is a merger or acquisition likely in your future? To ensure a smooth post-close business transition, work with the seller to bring in technical accounting and tax advisors early.

Article / 10 min read

Business professionals looking at charts on a large screen

April 29, 2021

The CFO cheat sheet: Nine ways to improve effectiveness

Whether you’re a CFO looking to improve your strategy or a CEO or board member wanting to coach your CFO, this nine-point guide can help.

Article / 7 min read

Women next to laptop looking over documents

June 26, 2017

Inventory management and costing: Finding efficiencies and increasing security

To increase your organization’s quality and security, consider these seven lean strategies regarding inventory management/costing processes and controls. Eliminating unnecessary procedures and streamlining systems allows you to increase your profitability.

Article / 4 min read

Case Studies

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Professionals discussing accounting solutions

July 11, 2022

Accounting department assessment

An accounting department assessment improves GAAP compliance, timeliness and accuracy of financial reporting, and the burden of the accounting team for a rapidly growing professional services company.

Case Study / 2 min read

Client Experience

Count on Plante Moran

When you become a client, we become an extension of your team. We’ll provide as much support as you need to ensure your strategy is serving your goals and that no critical functions fall to the wayside. We have deep expertise in a wide range of industries and geographies and bring award-winning client service to every engagement.