Growth and Entrepreneurial Services

The oversight that leads to healthy growth

Calegari & Morris is pleased to offer management support, including CFO services, for those clients needing expertise beyond our core competencies in tax and business planning. We assist new and growing companies in the development of budgets, business plans, cash flow models, and presentations used to attract investors or to share with boards and private shareholders. We have the oversight to help you achieve your goals: to fund growth, make insightful reports, attract top financial talent, and build an infrastructure that will further support growth.

As part of a team of strategic business advisors, we ensure that your company will have the support it needs to make tactical decisions now while keeping the future in mind. In providing expertise in tax and business planning as well as accounting and compliance services, Calegari & Morris has everything it takes to help move your company forward.

We offer the following services:

• Support for monthly/quarterly board of directors' reviews by supplementing the company’s staff in the preparation of an accurate and comprehensive set of financial statements and analytical review reports

• Assistance in creating budgets, projections, forecasts and business plans

• Review of revenue recognition procedures and related accounting entries

• Acting CFO and/or controller capability

• Assistance finding and/or interviewing qualified financial staff

• Liaison with national and Big 4 firms as needed for technical support, audits, and special services

• Due diligence on investments or acquisitions

We look forward to meeting you and to helping you achieve your financial goals.

Businesses representative of this industry area include:

• Companies pursuing an IPO or acquisition path

• Companies requiring assistance with private placements, memorandums of sale or acquisitions

• Companies looking for permanent CFO’s who need interim help or who have a Controller or Accounting Manager and want to avoid the cost of a full time CFO and are looking for an interim solution or a longer part time solution

• Technology companies