CFO Advisory & Support

Baker Tilly understands the office of the CFO and the unique challenges and complexities that accompany the leadership and execution of a high performing financial organization.

At a glance

Baker Tilly has a practical yet proven approach to assisting financial organizations, leveraging industry and public accounting experience to support and enhance the role of your organization’s CFO.

Baker Tilly understands the office of the CFO and the unique challenges and complexities that accompany the leadership and execution of a high performing financial organization.

    The role of the CFO has changed dramatically. In addition to ensuring regulatory compliance, overseeing management reporting and controlling transaction processing, the finance organization is often asked to support enterprise strategic initiatives in an increasingly competitive business environment.

    Organizational leadership has turned to the finance organization to improve strategic decision-making, manage business risks, monitor and improve organization performance, and drive shareholder value. These additional responsibilities come at a time when the finance organization continues to be subject to more scrutiny and regulation than ever before, making it difficult to determine where to begin focusing improvement efforts.

    As the role of the CFO continues to expand, precious resources within accounting and finance organizations have naturally become stretched to capacity. On top of inherent structural demands, certain events often drive the requirement for highly capable external teams to provide assistance when it matters most.

    Baker Tilly can help.

    Our team has vast experience in serving accounting and finance organizations – from middle-market to large firms and from high-performing to underperforming organizations. We have a practical yet proven approach to managing projects, leveraging our industry and public accounting experience to support and enhance the role of your organization’s CFO.

    Our Services

    Business performance management

    • Budgeting, planning, forecasting and analysis
    • Financial analysis and modeling
    • Financial and operational management reporting
    • Performance metrics definition and scorecard development
    • Profitability analysis and ABC/M

    CFO support

    • Cash flow and treasury management
    • Decision support
    • Financial planning and analysis
    • Income tax
    • Operational performance review
    • Transaction support
    • Valuation

    Controller support

    • Account reconciliations
    • Accounting policies
    • Audit readiness
    • Designing control procedures
    • Financial close assistance
    • Financial statement preparation
    • GAAP compliance
    • Process improvement

    Financial reporting and compliance

    • Internal and external audit readiness
    • GAAP compliance
    • Financial restatements
    • Accounting policies and controls

    Strategic and transaction support

    • Capital formation preparation (IPO)
    • Post-closing price adjustments
    • Purchase price allocations
    • Transaction support (M&A, carve-outs, spin-offs)