If your business is looking for customized CFO-level advice, controller-level analytics, or daily bookkeeping services, K·Coe Isom’s CFlexO services provide the financial base to suit your needs. It’s a flexible, scalable program that can round out, supplement, or drive the financial side of your business.
CFO-level Services for Proactive Strategy:
- Capitalization
- Growth strategy
- Tax planning
- Quarterly meetings
- Entity structure
- Risk mitigation
Controller-level Services to Manage and Analyze:
- Financial planning and analysis
- Key performance indicators/Dashboard
- Cash management
- Debt management
- Financial reporting package with management discussion and analysis
Bookkeeper-level Services for Daily Support:
- Bookkeeping
- Payroll
- Internal controls
- Policies and procedures
- Bill payment
- A/R management
Our on-demand CFO can help you get started with an on-site service assessment to explore challenges and recommend resources to fulfill your needs.
Key Contact
Start with an Assessment
The CFlexO assessment is a detailed analysis of internal controls, policies and procedures, primarily focusing on accounting and finance functions.
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Your business’ key seasons—optimization, expansion or transition—may occur all at once or build slowly upon each other. They are driven by challenges and opportunities. Read how we help strengthen businesses at each stage.
Recent CFlexO Insights
New Opportunity Zone Tax Benefits Make an Attractive Investment
Established within the Tax Cuts and Jobs Act of 2017, the new Opportunity Zone legislation was created to develop economically-distressed communities across the United States by...
How Inventory Fraud is Impacting Dealerships
As a large portion of the dollar value assets of equipment dealers, inventory is often found to be the target of fraud. Why? The theft of physical assets is common as inventory...
Tax Reform Prompts Businesses to Rethink Employee Leave Policies
While there tends to be focus on the larger line items resulting from the Tax Cuts and Jobs Act of 2017, there are some lesser-known tax breaks within this tax reform that have...