Looking for a CFO? Free Introduction within 2 Working Days
Get MatchedLooking for a CFO? Free Introduction within 2 Working Days
Get MatchedProtect your cash, tighten approvals, and trust the numbers you report. Our CFOs review how money moves through your business, close the gaps, and set up controls that keep up as you grow.
Experience represented across our CFO network.
Controls that worked at ten employees rarely survive at fifty. Early on, the owner approves every payment, knows every customer, and spots a wrong number on sight. As the company grows, that visibility disappears. Approvals move to people who are busy, new systems get added without anyone mapping the process, and tasks that once had a natural check, such as one person entering invoices and another paying them, end up with a single person because nobody had time to split them.
This creates real exposure. Payments can go out without proper review, vendor and expense fraud becomes easier to hide, reconciliations fall behind, and reported results start to differ from what the bank shows. Lenders, investors, and auditors tend to notice these problems before the owner does, and fixing them under deadline pressure costs far more than preventing them.
This is where accounting risk management services come in. A CFO looks at how money actually moves through the business, identifies where a single mistake or a single person could cause damage, and sets controls in proportion to your size. A financial controller can then run those controls day to day, while the CFO keeps them current as the company changes.
Strong controls also protect liquidity. Clear approval limits and regular reconciliations give leadership a trustworthy view of cash, which supports better cash flow management and fewer surprises at month-end. Our CFO risk management services focus on practical safeguards your team will actually follow, not a binder of procedures nobody opens.
Map how transactions move from approval to the ledger, then identify where controls are missing, weak, or not being followed.
Design and document internal control over financial reporting so the close, journal entries, and reported numbers are accurate and reviewed.
Separate who initiates, approves, and records transactions, and set approval limits that match your size and risk.
Write clear, practical policies for the close, expenses, revenue, and vendor payments so the process does not depend on one person's memory.
Review user permissions, bank access, and approval workflows in your accounting and ERP systems to limit who can change records or release funds.
Prepare documentation and fix identified gaps so audits, lender reviews, and due diligence go smoothly.
Three steps. Two minutes. Zero guesswork.
Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.
We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.
Speak with up to five CFOs, compare perspectives, and select the right fit for your business.
Industries: Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export
Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.
Industries: Manufacturing · Professional Services · Distribution · Private Lending · Mortgage Servicing
Partners with leadership teams as a Fractional CFO and trusted advisor, bringing financial strategy, system integration, and process improvement to growing organizations. Helps businesses improve margin visibility, strengthen financial discipline, and implement practical systems that support confident, sustainable growth.
Industries: SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction
Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
Industries: Manufacturing · Professional Services · Distribution
Fractional CFO helping growth-stage and PE-backed companies turn financial complexity into a competitive advantage. Former Director of Corporate Finance at a $500M PE-backed manufacturing firm, where he co-led a successful exit delivering 3.5x returns. Brings institutional-quality finance to businesses that need strategic firepower without the full-time cost. Specialties include financial modeling, cash flow optimization, and investor reporting.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG
CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.
Effective controls are built around the company’s size and team, not copied from a corporate template. A 30-person business does not need the approval layers of a public company, but it does need clear ownership, a second set of eyes on payments, and documented steps for the close. Our virtual CFO internal controls services start from how your business really operates and add only the controls that reduce real risk.
We begin by walking through your key processes with the people who run them: purchasing and payables, billing and collections, payroll, expense reimbursement, and the monthly close. For each one, we document who does what, which system is used, and where approvals happen.
Then we test whether the controls work in practice by sampling transactions, checking reconciliations, and reviewing system permissions. This hands-on review of internal controls accounting shows the gap between what policy says and what actually happens, which is where most problems are found. We also look for common warning signs, such as manual overrides, payments approved by the person who requested them, and reconciliations signed off weeks late. Where an ERP is involved, we also review configuration and user roles, and our ERP setup support can correct workflows that allow payments to go out unreviewed.
After testing, you receive a clear findings report, ranked by risk and written in plain language. Each gap comes with a recommended fix, an owner, and a target date, so nothing is left vague. Typical fixes include splitting duties between two people, setting approval limits, tightening bank and system access, and documenting the close checklist. Gaps that affect internal control over financial reporting are prioritized first, since they matter most to auditors and lenders. We can carry out the fixes alongside your team or hand the plan to your controller, and ongoing accounting oversight is available if you want one person accountable for follow-through.
Controls decay when the business changes: new hires, new systems, new locations, new revenue streams. Without a plan to revisit them, even well-designed controls slowly stop being followed. Monitoring keeps them current through periodic spot checks, a quarterly review of exceptions, and updates to procedures whenever your processes shift. Many clients keep a CFO involved at a light monthly level for this, which costs far less than discovering a breakdown after the fact.
Strong controls give you more than protection against fraud and error. You get reliable numbers for lenders and investors, faster audits, fewer year-end surprises, and a business that is easier to sell, since buyers examine controls closely during financial due diligence. With the right CFO risk management services in place, the owner can delegate with confidence instead of checking everything personally, and the finance team gets clear rules instead of guesswork when something unusual comes up.
Internal controls are the policies, procedures, and checks a company uses to protect its assets, keep financial records accurate, and follow applicable rules. Common examples include approval limits on payments, monthly bank reconciliations, separate duties for entering and releasing payments, and restricted access to accounting systems.
The widely used COSO framework names five: the control environment, risk assessment, control activities, information and communication, and monitoring activities. Together they cover the company’s culture and ownership of controls, how risks are identified, the checks that address them, how information flows, and how the system is reviewed over time.
Preventive controls stop problems before they happen, such as approval requirements and access restrictions. Detective controls find problems after the fact, such as reconciliations and exception reports. Corrective controls fix what was found, such as adjusting entries, updated procedures, and retraining. A sound system uses all three.
Ownership and senior management are ultimately responsible. In practice, the CFO or finance leader designs and monitors the controls, department heads follow them, and the board or an audit committee provides oversight. Outside auditors test controls but do not own them. Smaller companies often rely on an outsourced CFO for the design and review.
They reduce the risk of fraud and costly errors, protect cash, and make financial reports reliable enough for lenders, investors, and auditors to trust. They also keep the business running smoothly when key people leave, and they make audits, financing, and a future sale easier and faster.