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CFO Advisory Services

Baker Tilly provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities and the ever changing environment the CFO office faces.

At a glance

The office of the CFO is increasingly complex and equally broad in its mandate. Our CFO advisory services are aligned to support this critical function from strategic finance and decision support to core financial and accounting services.

  • Transaction readiness and support
  • FP&A
  • Management reporting
  • Cost management
  • Treasury and cash flow
  • Financial reporting and close
  • Technical accounting assistance
  • Audit readiness
  • Business systems

The role of the CFO has changed, and will continue to evolve. Our CFO advisory team is prepared to face these evolving needs with our four quadrants of CFO value and responsibility: strategic finance, compliance and controls, financial operations and reporting.

    Organizational leadership increasingly expects the finance and accounting team to improve strategic decision-making, manage business risks, monitor and improve organization performance, explore the adoption of new technologies and tools, and drive shareholder value all the while ensuring accounting and regulatory compliance. The current focus on more strategic procedures, such as analysis, business partnering and decision support, results in many companies automating transactional functions and looking to increase the capabilities of their functions. These additional responsibilities come at a time when the finance and accounting function is subject to increased scrutiny and regulation, 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. CFOs and their teams may not have time to ensure important initiatives such as the integration of advanced analytics and transformation of financial and accounting functions get the attention they deserve, on top of these 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 CFO advisory services practice focuses on helping owners, investors, CFOs, and their teams meet evolving critical needs along their business life cycle. Baker Tilly has a diversely skilled group that aligns with virtually all needs within the office of CFO.

    Our services

    Strategic finance

    • M&A transaction support
    • Carve-out financial statement preparation
    • Financial modeling and FP&A
    • Valuation analysis

    Financial operations

    • Finance function assessment
    • Benchmarking
    • Dashboard and business intelligence
    • Performance improvement
    • Treasury and cash flow management


    • Audit readiness
    • SEC reporting
    • GAAP and IFRS conversions
    • Accounting and control deficiency remediation


    • Close process support and optimization
    • Use of business systems
    • Management reporting
    • Lender and investor reporting
    • Public company readiness

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