CFO & Outsourced Solutions

We provide the financial leadership and day-to-day support that your business needs, without building it all in-house. From strategic CFO guidance and transaction support to outsourced accounting, human capital, payroll and technology, we give you an experienced team that scales with you.

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Our Approach

One Team for Strategy and Support

As a business grows, finance leaders are asked to do two jobs at once: guide big decisions and keep the everyday work running. We help with both. Our advisors work alongside your leadership on the decisions that shape growth, and our outsourced teams take on the ongoing work so your people can focus on the business.

Use us for one service or several. We start with your goals and recommend a right-sized solution for your operations and budget.

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Strategic Advisory

Guidance for the Decisions That Shape Growth

Office of the CFO

Whether navigating complex regulatory landscapes or addressing emerging challenges, our team of experts is committed to supporting CFOs in making informed decisions that drive sustainable business success.

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Transaction Advisory Services

The FD Transactions team has facilitated hundreds of successful transactions. Through comprehensive due diligence and deft handling, we support companies on both a buy-side and sell-side of a deal with a full suite of mergers and acquisition services.

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Outsourced Solutions

Take the Day-to-Day Off Your Plate

When the daily work of running a business pulls your team away from growth, we can take it on. Our outsourced solutions cover the finance, people and technology functions that keep operations running smoothly.

Outsourced Accounting Services

Our experienced CPAs and tax professionals help minimize your tax liability, while keeping you in compliance with ever-changing tax laws. We work with you to develop a customized tax plan that will best suit your needs, today and tomorrow.

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Human Capital Advisory

We help leadership teams strengthen HR foundations, elevate leadership practices and build scalable people strategies that support performance, reduce risk and enable long term growth.

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Payroll Services

Get accurate, on-time payroll without the back-office burden. FocusPay Solutions, our payroll service, handles processing, tax filing and compliance so your team can focus on growth.

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Technology Managed Services

Modernize your infrastructure, strengthen security and run smooth day-to-day operations with flexible, scalable technology support.

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Frequently Asked Questions (FAQ)

What does CFO & Outsourced Solutions include?

This group brings together our strategic advisory and outsourced services: Office of the CFO and Transaction Advisory Services, plus Outsourced Accounting Services, Human Capital Advisory, Payroll Services and Technology Managed Services.

Do I have to use more than one service?

No. We start with your goals and recommend a right-sized solution for your operations and budget. You can begin with a single service and add support as your business grows.

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