Outsourced Controller & CFO Services

Outsourced CFO/Controller servicesAt Gray & Harasym, LLP, a San Luis Obispo CPA firm, we recognize that many growing businesses need the advice and support of a financial professional from time to time without the additional expense of hiring a full time CFO. That's why we offer outsourced controllership services to San Luis Obispo businesses in need of support with issues like strategic planning, financing, oversight of accounting and IT, budgeting and other needs.

We will work with your business to customize our CFO and controller services so you will only pay for the services you need. With the guidance and support of a professional financial manager, you will begin to make better business decisions, clarify your business plans and free up valuable time to grow your business.

Ongoing Services:

  • Bookkeeper and accountant direction
  • Tax planning and strategies
  • Accounting systems and controls
  • Strategic Planning and forecasting
  • Financial reporting and analysis
  • Profit improvement
  • Cash flow planning and analysis
  • Bank reconciliations
  • Accounts payable and accounts receivable
  • QuickBooks accounting software training and support
  • Liaison with outside CPA, attorneys, bankers and other consultants

Advisory or Project-Based Work

  • Due diligence
  • Financial planning
  • Business planning
  • Employee compensation and incentive plan
  • Exit strategy

Send us an e-mail or call us today at 805-540-5215 to discuss your business needs with an experienced San Luis Obispo CPA.