“It has been my pleasure to refer clients to Grassi & Co. They are consummate professionals, provide exceptional service and make my clients very happy.”

Jane M. Myers, Esq., Managing Partner, Jane M. Myers, P.C.

Transitional Support - CFO Advisory Services

Transitional Support - CFO Advisory Services

Grassi Consulting provides clients with a team of seasoned professionals that ensure their accounting departments are functioning at peak performance. This team implements systems to ensure that management reports (including internally prepared financial statements, profitability by product line, customer and business segment, and other management requested information) are produced on a monthly basis. We know that having this information in a timely fashion is essential for clients to run their businesses more effectively.

As part of this service, we evaluate accounting systems and make recommendations on how to streamline the flow of the company's transactions. We also review budgets and forecasts with management, provide updated financial projections, as well as analyze the company's capital structure, while providing possible alternatives to ensure that the company is adequately capitalized. Our goal is to helps clients increase cash flow and profitability.

Once the goals and objectives are satisfied, processes have been streamlined and all necessary changes to accounting and reporting functions have been implemented, we can begin the recruiting process to find a permanent CFO (and accounting staff) to manage the finance and accounting function internally. We will often include training for new hires and offer continuing help to ensure the new accounting department is meeting company goals and objectives.

Grassi Consulting's CFO Advisory Services help organizations meet their accounting and financial reporting obligations and objectives, while positioning their company for future growth-and improving overall profitability and cash flow.

Among the specific areas where these services will be useful to you are the following:

  • Financial Reporting Process
  • Year-end Accounting Services
  • Budgeting & Forecasting
  • Bookkeeping Services
  • Development of Internal Accounting Policies & Procedures

Related Services:

  • Temporary CFO
  • Advisory Services - Strategy
  • Advisory Services - Mergers & Acquisitions
  • Advisory Services - Resource Planning

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