CFO Advisory

Our Expertise

Look forward with confidence

A CFO doesn’t only make sure that day-to-day financial operations are executed properly, they also look to the future to keep your company on track for continued growth. As the business landscape becomes more complex, expectations for CFOs grow — and the need for CFO support is becoming more and more critical.

With our CFO advisory services, a team of finance and accounting experts with deep industry experience will help you ensure every financial activity is done correctly, on time, and in support of your mission. Whether you’re preparing for or going through a transaction, or just in need more time and capacity to focus on the business, we’ll help you fill the gaps with the highest degree of expertise.

Gain confidence in your numbers

You need confidence in numbers to support your business decisions — especially when it relates to audits, acquisitions, technology changes, and other business considerations. Our technical accounting services include:

Accounting standards implementation

Our accounting advisory experts can explain new and daunting accounting standards in a way that’s easy to understand. We’ll ensure that your company is always in compliance.

Financial accounting transformation

We take a holistic and strategic approach to financial transformation by streamlining processes, establishing policies and procedures, and coaching your employees on best practices.

Financial planning and analysis

We work to minimize surprises and give you the insight needed to make critical business decisions. Streamlined and accurate financial modeling will help you make those decisions sooner.

Financial post-merger integration

Our financial SWAT team will help your newest partner become quickly integrated with your accounting processes, procedures, and functions.

Financial reporting and consolidations

We help make sense of the financial reporting requirements for your industry and organize all segment reporting in a clear, concise way.

Purchase accounting

Incorrect purchase accounting creates several problems — most notably, unplanned spending down the road. We’ll help you set up an accurate reporting structure from the beginning.

Insights

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Closeup view of a manufacturing assembly line.

July 09, 2021

Business combinations: Top challenges for midmarket CFOs

Is a merger or acquisition likely in your future? To ensure a smooth post-close business transition, work with the seller to bring in technical accounting and tax advisors early.

Article / 10 min read

Business professionals looking at charts on a large screen

April 29, 2021

The CFO cheat sheet: Nine ways to improve effectiveness

Whether you’re a CFO looking to improve your strategy or a CEO or board member wanting to coach your CFO, this nine-point guide can help.

Article / 7 min read

March 17, 2017

Accounts payable and disbursement: Finding efficiencies and increasing security

To enhance quality in your organization, you need to minimize unnecessary processes. Start by examining your accounts payable/distribution process as well as internal control risks, and follow these tips to become more efficient and more secure.

Article / 4 min read

Case Studies

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Professionals discussing accounting solutions

July 11, 2022

Accounting department assessment

An accounting department assessment improves GAAP compliance, timeliness and accuracy of financial reporting, and the burden of the accounting team for a rapidly growing professional services company.

Case Study / 2 min read

Client Experience

Count on Plante Moran

When you become a client, we become an extension of your team. We’ll provide as much support as you need to ensure your strategy is serving your goals and that no critical functions fall to the wayside. We have deep expertise in a wide range of industries and geographies and bring award-winning client service to every engagement.