Outsourced CFO, Controller, & Accounting Services

Services

Outsourced CFO, Controller, & Accounting Services

Turn financial insights into business impact with our comprehensive accounting and finance solutions. We offer day-to-day accounting, reporting, financial planning, and financial strategy services for entrepreneurs and growing businesses.

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Chris Frederick

Practice Leader

Juan Arana

Practice Leader

Meet the Team Outsourced CFO, Controller, & Accounting Services Brochure Frequently Asked Questions Resources

Our Clients

At WilkinGuttenplan, we partner with entrepreneurs and growing businesses who want to go to the next level with their accounting and finance operations. Our clients include:

Entrepreneurs – Visionary business leaders who need financial clarity and expertise to maximize profits.
Startups – Innovative startups seeking automated AI-powered accounting and financial guidance and support.
Growth Businesses – Fast-scaling companies needing accounting and financial expertise to expand and drive growth.
SMBs – Businesses that do not need a full-time in-house accounting and finance team or want to supplement their existing teams.

Your Success is Our Business

Supporting business growth, transition, and personal financial success with expert accounting, tax, and advisory services.

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What We Do

We go beyond timely reporting and compliance services. With our comprehensive CFO, Controller, and Accounting Solutions, we provide our entrepreneurs with accurate real-time accounting and finance insights to help anticipate the future and make data-driven decisions to efficiently manage operational expenses, improve profit margins, and increase revenues.

From outsourced accounting to fractional CFO services, we offer a comprehensive range of services to choose from, such as:

Day-to-day accounting and financial reporting

Real-time coding of accounting transactions
Accounts payable and bill payments
Employee expense reimbursement and corporate credit cards
Invoicing, cash application, and revenue recognition
Month-end accounting close and reporting

Fractional Controller services – includes everything in accounting plus:

Financial reporting and interpretation of results
Profitability and cost optimization
Treasury management
Budget vs. actual reporting
GAAP/investor/external reporting

Fractional CFO services – includes everything in controller plus:

Financial strategy
Financial planning and analysis — annual operating plans, budgeting, forecasting, and financial modeling
Cash flow projections
Industry metrics / KPI and tracking

We also offer project-based services, including accounting assessments to set a baseline for your current operations, accounting software implementation, audit readiness, transactional consulting, historical clean-up, GAAP conversions, and on-demand accounting support.

Accounting software implementations
Accounts payable software implementations
Employee expense reimbursement implementations
Audit readiness
Transactional consulting
Historical clean-up
GAAP conversions
On-demand accounting support

How We Do It

Plan | Build | Optimize
Our team first meets with you to understand your accounting and finance processes, systems, and goals. Then, we develop a customized service plan to streamline operations and financial reporting.

Report | Anticipate | Guide
We understand the challenges and opportunities that come with running a business, and we help companies navigate challenges and seize opportunities with more than just compliance and reporting. Our accounting and controller services provide real-time financial insights to drive data-driven decisions, optimize expenses, improve margins, and maximize revenues.

Our CFO and Financial Planning & Analysis (FP&A) services model your business and help anticipate potential outcomes. This enables our clients to take a proactive approach and maintain control over their accounting and finance operations rather than reacting to unexpected challenges. We also measure and track performance against your goals, enabling our clients to take corrective action and stay on track with the business objectives.

Our Expertise

Through our team and our participation in the BDO Alliance USA, you will have access to top specialists, deep technical expertise, and a global reach. Combining our business expertise and technology-driven approach, we help you maximize growth opportunities and scale your business efficiently.

We specialize in closely held businesses, primarily concentrated in the following areas: