Financial Management and CFO Services

A valuable, objective management service

Calegari & Morris is fortunate to have team members with significant finance and operations experience in private industry, and these talented people assist privately held companies a variety of ways, including:

• Acting CFO and controller support

• Development of management reports, plus analytical and operational reporting

• Reporting packages for board of directors meetings and committees of the board

• Business modeling: cash flows and budgets

• Corporate governance

• Internal control reviews

• Assistance with the development of reporting architectures, with project costing review, and profit and loss reporting systems

The varieties of experience the members of this practice offer include SEC and complex management reporting, managing public and private audit committees, development of internal control systems, and implementation of financial systems. For some of our clients with new and faster growing enterprises, having access to professionals outside the company who have these competencies is invaluable, an affordable, and often preferable, alternative to employing their own CFO. Calegari & Morris is accustomed to functioning as a key business advisor, and this practice extends this role to help you with the tactical and strategic thinking that makes things happen and assures significant growth in small environments. When it comes to start-ups, high growth companies, any company that needs help gathering information from their operations, we “get it.” That’s why we’re pleased to offer these unique services..

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