Outsourced CFO Services

outsourced CFO servicesEvery real estate or construction business can benefit from the financial advice and direction of a CFO  but may not want to take on the expenses related to hiring someone to join their team full-time. Morey CPA & Associates, Inc. offers a comprehensive menu of outsourced CFO and controller services to all kinds of small businesses. As an experienced California CPA firm and business advisor, we can help your business increase profits and see significant growth.

First, we’ll make a careful assessment of your financial operations to find solutions for managing cash flow, reducing expenses and tightening up your internal controls. Next, we’ll work closely with you to develop a practical budget that will help you stay on track. We’re also available to offer sound financial advice when you need to make tough financial decisions that will affect the future of your business.

At Morey CPA & Associates, Inc. our goal is to help your business run smoothly and become more profitable so you can be successful. Call us at 949-759-5626 to set up an appointment or request a free consultation through our website now.

Our outsourced controller and CFO services include:

  • Financial analysis and reporting
  • Evaluating and improving internal controls
  • Operations review
  • Cash flow management
  • Budgets
  • Strategic business planning
  • Forecasting and budgeting
  • Training and support for in-house bookkeepers
  • Tax planning
  • Profit analysis and improvement

Our advisory and project-based services include:

  • Mergers
  • Acquisitions
  • Risk management
  • Raising capital
  • Exit strategies
  • Employee incentive planning
  • Cost analysis
  • Entity formation