CFGI

Automate finance operations and receive accurate, expert-reviewed reporting, forecasting, and insight through a flexible, continuous service.

Prepare for capital markets transactions with coordinated readiness, execution, reporting, and controls support designed to help companies meet public-company requirements.

Improve data reliability, reduce manual work, and give finance teams timely insights for more informed decisions.

Aligns finance technology with business goals to support more effective operations and sustainable value beyond go-live.

Builds credible, audit-ready ESG reporting and practical compliance processes, helping organizations manage evolving requirements and use sustainability information in strategic decisions.

Modernize Finance, improve operating leverage, and align the function with enterprise growth through practical, measurable transformation.

Connect strategy to disciplined execution, giving leaders greater visibility and helping teams deliver measurable business value.

Helps organizations manage tax complexity, meet compliance demands, and adapt tax support to their needs as they grow.

Resolve complex accounting issues, strengthen audit readiness, and support transactions and reporting with senior technical expertise tailored to each business stage.

Helps deal teams verify assumptions, address transaction risks, and prepare for execution from initial diligence through Day 1 and post-close integration.

Improves cash visibility, risk management, and treasury operations with practical advisory, technology, and execution support.

Gain defensible valuation insights that support compliance, smoother audit reviews, transactions, and better-informed strategic decisions.

Strengthen controls, address risk and compliance requirements, and support business objectives with practical advisory and implementation support.

Access experienced, scalable finance and technology capacity to support critical operations and changing business needs.

Automated Finance

Automated Finance combines a dedicated onshore team, AI-native technology, deterministic automation, and expert review to deliver finance operations as a continuous service. Clients can begin with a specific need such as accounts payable, close, tax, or FP&A, expand to broader Office of the CFO functions, or address a transaction-driven requirement. The service provides reporting, forecasting, and KPIs, with outputs reviewed by CFGI CPAs or domain experts. Its platform supports process visibility, controls, documentation, and client review and approval.

Category: Accounting Services

• Verify Outputs Before Delivery
  Receive deliverables reviewed and signed off by a CFGI CPA or domain expert before they are sent, supporting trusted financial outputs.
• Start With The Highest-Pain Process
  Choose a specific finance process, broader CFO-function coverage, or support for a transaction-driven need, with scope that can expand as requirements change.
• Receive Ongoing Finance Insights
  Get reporting, forecasting, and relevant KPIs delivered as a continuous service to support the Office of the CFO.
• Automate Repeatable Finance Work
  Automate repeatable tasks and route flagged exceptions for expert review, reducing manual processing while keeping review of exceptions in the workflow.
• Monitor And Approve Work In-Platform
  See process activity and integrations in the platform, and review and approve work while keeping client approvals and sign-offs visible as they happen.
• Maintain Audit-Ready Process Records
  Keep documentation and exception logs current and embed controls and CPA sign-offs in the workflow to support audit readiness.
• Keep The Same Senior Team
  Work with a consistent onshore senior team through each close, without rotating staff or handoffs.
• Work With Existing Finance Systems
  Connect finance processes to data from ERP systems and subledgers, with system implementation support available when needed.
• Plan Costs With Fixed Pricing
  Know that the agreed scope is covered by fixed pricing, with changes discussed before additional work begins.
• Launch Finance Processes In Weeks
  Begin implementation without the ramp-up of a typical internal build; timing depends on the selected scope.
• Scale Operations Without Adding Headcount
  Operate and scale enabled finance processes through managed services, with governance and ongoing optimization.

Capital Markets & Exit Readiness

CFGI’s Capital Markets Advisory team helps companies become public-company-ready and supports them through IPOs, APOs, reverse mergers, de-SPACs, and follow-on offerings. Services span a readiness assessment across 12 functional areas, IPO project management, Form S-1 and SEC reporting, financial close and FP&A, internal controls and SOX 404, and tax, treasury, and cybersecurity readiness. CFGI supports clients from assessment through hands-on execution and sustained public-company compliance, with embedded practitioners and no auditor-independence restrictions.

• Assess Readiness Across 12 Functional Areas
  Identify readiness gaps and receive a peer-benchmarked roadmap of actionable steps to guide the company’s public-market preparation.
• Prepare Public-Company Financial Disclosures
  Develop key registration-statement and financial-reporting materials, including S-1 disclosures, MD&A, pro forma information, and compliant non-GAAP measures, while preparing for PCAOB audit requirements.
• Establish And Test Public-Company Controls
  Build and assess the control structures needed for public-company requirements, including SOX 404 scoping, documentation, IT general controls, remediation, and initial testing.
• Coordinate Workstreams And Track Progress
  Coordinate internal and external workstreams, monitor dependencies, and keep steering committees and the Board informed throughout the capital markets process.
• Strengthen Close, Forecasting, And KPI Reporting
  Prepare finance processes for public-company reporting through close acceleration, forecast modeling, KPI design, management reporting, EPM evaluation, and automation.
• Support Multiple Capital Markets Transactions
  Access tailored execution support across several types of capital markets transactions, including IPOs, APOs, reverse mergers, de-SPACs, and follow-on offerings.
• Operationalize The IPO Readiness Roadmap
  Move from assessment recommendations to execution with hands-on support across IPO project management, registration-statement preparation, controls, close optimization, tax structuring, ESG reporting, and IT planning.
• Prepare Tax, Treasury, And Cybersecurity Functions
  Address tax, treasury, cybersecurity, and equity-compensation workstreams as part of public-offering preparation, including relevant structuring, systems, disclosures, and legal-entity readiness.
• Embed Independent Advisors Alongside Your Team
  Work with cross-functional practitioners who can support execution alongside the client team and coordinate with auditors and other external stakeholders without auditor-independence restrictions.
• Sustain Public-Company Reporting And Compliance
  Continue receiving support after the transaction through public-company reporting and compliance services, extending beyond IPO preparation and execution.

Data & Analytics

CFGI’s finance-focused Data & Analytics service helps organizations uncover insights, automate manual processes, and turn raw data into a competitive advantage. Its capabilities span workflow automation, dashboards, predictive analytics, data integration and warehousing, and master data and governance. CFGI also supports AI-ready data, real-time decision-making, data strategy, and team enablement through workshops and hands-on training. Engagements use clients’ preferred tools and can scale from a complimentary two-hour workshop to enterprise data governance programs.

• Automate Repetitive Finance Workflows
  Reduce manual effort in finance processes and reporting while improving scalability and accuracy.
• Deliver Timely, Actionable Insights
  Give teams dynamic views of business health, trends, and transaction detail to support informed decisions.
• Build A Trusted Source Of Truth
  Improve the quality, integrity, and auditability of data so leadership can trust the information used for decisions and compliance.
• Anticipate Trends And Behaviors
  Use advanced analytics to help teams make data-driven forecasts about future trends and behaviors.
• Unify Data Across Sources
  Make data from multiple sources more accessible and establish a foundation that can support growth.
• Prepare Reliable Data For AI
  Improve data consistency and quality with validation, profiling, and anomaly detection, creating foundations that make AI models sharper.
• Respond To Trends More Quickly
  Use timely analytics and dashboards to help teams react to business, operational, and customer-experience signals sooner.
• Connect Data To Business Decisions
  Clarify goals and KPI requirements so teams can map data to the decisions and outcomes it should support.
• Build In-House Analytics Capability
  Equip finance staff with practical recommendations and hands-on skills to automate workflows, create reports, and sustain self-service analytics.
• Use Tools Your Team Prefers
  Apply data and analytics capabilities using clients’ existing preferred tools and platforms, without a platform sales agenda.

ERP & Technology

CFGI helps organizations select, implement, and optimize ERP and finance technology around their business needs and operating model. Services span technology assessment and strategy, ERP selection and vendor management, finance and accounting systems implementation, automation, and NetSuite managed services. The team maps current and future processes, configures systems, supports data migration and testing, and guides change management and end-user training. NetSuite engagements include phased implementation, optimization and customization, and ongoing administration and support.

• Implement Finance Systems Around Business Processes
  Implementation services cover the work from requirements and design through configuration, validation, deployment, and post-go-live support, with processes and finance needs considered alongside the system.
• Design Operations Around Future Business Goals
  Aligning the operating model and processes with the technology helps ensure the system supports the intended way of working and business objectives beyond go-live.
• Select An ERP That Fits Long-Term Needs
  A structured selection process helps organizations evaluate ERP vendors against distinctive business use cases, growth plans, stakeholder requirements, and the full cost of implementation and ownership.
• Improve ERP Performance As Needs Evolve
  Optimization and customization help ERP systems evolve with the business while assessing whether process changes, standard functionality, or additional customization best address each need.
• Align Technology Investments With Business Needs
  Assessment and strategy services help organizations evaluate their current technology landscape and inform the strategic direction of the technology stack.
• Extend NetSuite Support As Needs Change
  Flexible administration, development, and support can provide ongoing assistance and optimization without the cost of dedicated internal headcount.
• Prepare Teams To Adopt New Systems
  Early change planning and tailored end-user training address organizational impacts and help users apply the system to their identified use cases.
• Automate Repetitive Finance Processes
  Automation services include document processing and source-system reconciliations, with automation linked to process improvements and measurable productivity gains.

ESG & Sustainability

CFGI provides advisory and implementation support across the ESG reporting lifecycle, helping companies address evolving climate and sustainability requirements. Services include regulatory framework implementation, materiality and risk assessments, greenhouse gas accounting, ESG data and software enablement, reporting and disclosure, governance and controls, and assurance readiness. CFGI works alongside finance and sustainability teams to integrate ESG into financial reporting and enterprise risk processes, establish practical and scalable ways of working, and prepare credible, audit-ready disclosures.

• Navigate Evolving ESG Reporting Requirements
  Get practical support translating changing requirements across jurisdictions into implementation steps, reporting plans, and compliant disclosures.
• Build Traceable Scope 1, 2, And 3 Inventories
  Develop emissions inventories with defined methods and supporting documentation, including analysis of data completeness and value-chain emissions.
• Prepare Evidence And Controls For Assurance
  Build documentation and reporting processes designed to support assurance scrutiny and make evidence easier to trace and review.
• Identify And Document Material ESG Topics
  Establish a documented view of relevant ESG impacts and topics to guide reporting priorities and implementation.
• Organize Reliable ESG Data
  Structure data collection and management so teams can produce consistent, traceable sustainability information for reporting and decision-making.
• Establish Accountable ESG Reporting Processes
  Define responsibilities and workable processes that support consistent reporting, clear oversight, and controls aligned with regulatory expectations.
• Prepare Consistent ESG Disclosures
  Create clear sustainability disclosures and align ESG reporting with financial reporting to support consistent, decision-useful information.
• Turn Reporting Gaps Into Clear Actions
  Clarify what needs to change and establish practical next steps, owners, and deadlines for ESG reporting implementation.
• Assess Climate Risks And Scenarios
  Help identify physical and transition risks, evaluate relevant scenarios, and connect climate-risk considerations with enterprise risk processes and disclosures.
• Select And Implement Suitable ESG Tools
  Evaluate software options and support configuration and implementation, with recommendations tailored to the organization’s needs and governance requirements.
• Develop Practical Sustainability Transition Plans
  Translate sustainability requirements and objectives into transition planning that can be incorporated into ESG program implementation.

Finance Effectiveness

CFGI’s Finance Effectiveness practice helps CFOs modernize the finance function, unlock operational leverage, and align Finance with enterprise growth strategies. Practitioners assess and prioritize initiatives across finance strategy, operating model and organization design, process optimization, digital enablement, and AI. Engagements follow an Assess, Design, Build, and Optimize lifecycle, with options ranging from expert guidance and workshops to a five-week diagnostic and end-to-end transformation execution.

• Align Finance With Enterprise Goals
  Connects finance priorities to business outcomes, growth and margin opportunities, and the organization’s ambitions through roadmaps with clear ROI and measurable impact.
• Reduce Manual Effort And Errors
  Redesigned and standardized workflows reduce process inconsistency, costs, and manual work while supporting faster close and reporting cycles.
• Prioritize Finance Transformation Initiatives
  Provides a diagnostic view of Finance’s current state and a prioritized, actionable roadmap supported by benchmarking and a business case.
• Move From Assessment To Execution
  The consistent lifecycle connects diagnostic work and solution design with implementation and ongoing optimization, supporting practical execution rather than recommendations alone.
• Scale Finance With Clear Accountability
  Establishes clear ownership and scalable delivery structures, helping organizations balance centralized shared services with local autonomy as they grow.
• Improve Visibility Across Finance
  Supports the selection and implementation of finance systems and digital platforms, integrating data, automation, and analytics for visibility across the function.
• Identify Governed AI Opportunities
  Helps teams identify where AI fits within Finance processes and define practical use cases with governance incorporated into the design.
• Connect Finance Priorities To Business Outcomes
  Helps leadership focus transformation on business outcomes and value levers, with roadmaps that specify expected ROI and measurable impact.
• Free Capacity For Value-Add Analysis
  Improves operating efficiency through process redesign and scalable delivery models, creating capacity for Finance teams to focus on value-add analysis.
• Turn Finance Data Into Actionable Insight
  Connects financial and operational information and supports forward-looking forecasts, scenario planning, real-time performance insight, and board-ready reporting.
• Align Teams On Transformation Priorities
  Provides a structured way to align stakeholders on Finance’s priorities, near- and long-term initiatives, and the actions needed to begin transformation.

PMO Services

CFGI’s Portfolio Management Office helps organizations translate strategy into measurable business outcomes. It provides execution structure and hands-on leadership for complex portfolios, programs, projects, and transformations through governance, operating cadence, milestone management, risk and dependency coordination, and value tracking. Services support initiatives such as merger integrations, carve-outs, capital markets readiness, finance effectiveness, and ERP transformations.

• Align Investments With Enterprise Priorities
  Helps leadership focus resources on strategic initiatives and understand expected value, capacity, and tradeoffs across the portfolio.
• Strengthen Oversight And Decision-Making
  Creates a regular operating cadence and reporting structure so leaders can monitor progress, make decisions, and hold teams accountable for outcomes.
• Track And Realize Measurable Business Value
  Connects initiative execution to measurable business outcomes and tracks value across financial and operational measures.
• Coordinate Workstreams And Resolve Dependencies
  Connects teams and related initiatives, helping address dependencies and keep complex programs moving toward delivery.
• Structure High-Stakes Transactions And Transformations
  Brings coordination and execution discipline to complex transactions and transformations, including integration, separation, capital markets, finance, and ERP initiatives.
• Control Scope, Timelines, Risks, And Deliverables
  Provides disciplined project oversight across key delivery factors and supports the transition of completed outcomes into operations.
• Build Stakeholder Alignment And Adoption
  Supports organizational change with stakeholder engagement, communications, training, and adoption planning.
• Align Teams Across Business Functions
  Coordinates stakeholders across organizational functions so complex initiatives have aligned execution and fewer silos.
• Improve Workflow Efficiency And Performance
  Redesigns processes to reduce friction and support more scalable operations, with attention to efficiency, quality, and performance.
• Adapt Delivery To Client Priorities
  Combines consistent frameworks with flexibility to fit the client’s operating model, culture, tools, and priorities.
• Connect Roadmaps To Outcomes And Adoption
  Keeps product releases focused on intended outcomes and supports adoption and performance tracking after launch.

Tax Services

CFGI provides tax advisory, accounting, compliance, technology, and staffing services for organizations from start-ups to public companies. The practice can work alongside an internal tax department or operate as a fully outsourced provider, with flexible support ranging from scoped projects to managed services. Services include federal, state, and international compliance; tax provisions; R&D credits; transactional tax; tax technology; and tax planning and advisory.

• Prepare Tax Provisions And Reporting
  Receive support for tax provisions and financial reporting, including audit readiness, SEC reporting, and tax controls.
• Manage Tax Filings And Audit Support
  Coordinate corporate return preparation, estimates, and extensions, with support for tax authority audits and related tax analyses.
• Address Multi-Jurisdiction Tax Requirements
  Assess and support tax obligations across state, local, and international jurisdictions, including nexus, indirect tax, structuring, and global compliance.
• Assess Tax Implications Across Transactions
  Support deal decisions with tax due diligence, structuring, modeling, purchase accounting, and post-deal integration services.
• Scale Tax Support To Your Needs
  Choose a limited-scope project, interim support, or fully outsourced managed services, and expand the engagement as needs change.
• Identify And Support R&D Tax Credits
  Evaluate R&D credit opportunities and elections, with support for credit studies and examination defense.
• Improve Tax Systems And Data Readiness
  Select and implement tax technology, configure ERP tax functionality, and address tax data quality and reporting needs.
• Add Flexible Tax Team Capacity
  Access interim tax leaders, specialists, and staff to support team needs and project work.
• Prioritize Practical AI Tax Applications
  Assess tax workflows and data, prioritize feasible AI opportunities, and establish governance and human oversight for adoption.
• Guide Tax Decisions And Planning
  Apply tax analysis and advisory support to regulatory changes, growth plans, IPO preparation, and tax-related business decisions.
• Identify Tax Exposures And Process Gaps
  Review key tax domains to surface exposures, potential missed credits, and process gaps, with prioritized opportunities and remediation paths.

Technical Accounting

CFGI provides senior technical accounting expertise to help companies resolve complex accounting and finance issues throughout the business lifecycle. Services span accounting standards and transactions, technical memos and position papers, audit readiness, financial reporting, SEC matters, conversions, restatements, and new pronouncements. Engagements range from a defined project to audit support and interim or ongoing resources, with practitioners working alongside client teams. CFGI can also support transaction due diligence, structuring, purchase accounting, and related reporting.

• Resolve Complex Accounting Issues
  Access experienced advisors who help analyze and resolve complex accounting matters across major standards and transaction types.
• Prepare For Audits With Senior Support
  Build audit readiness through financial statement and documentation support, request management, and experienced technical accounting assistance alongside the internal team.
• Document Defensible Accounting Positions
  Receive documented accounting analyses and positions for complex judgments, supporting financial reporting and scrutiny from auditors and other stakeholders.
• Strengthen SEC Reporting And Filings
  Get technical support for registration statements, periodic filings, XBRL tagging, pre-clearance, and SEC comment responses.
• Manage Conversions And Restatements
  Work through accounting basis conversions, restatements, and new pronouncements with structured assessment, documentation, and implementation support.
• Support Complex Transactions
  Access accounting support for transaction analysis and execution, including due diligence, structuring, carve-outs, divestitures, and related disclosures.
• Complete Purchase Accounting Work
  Address purchase accounting requirements with support for assessments, purchase price allocations, acquired intangible assets, earnouts, and post-close adjustments.
• Support SOX 404 Compliance
  Address internal control requirements with support for SOX 404 control design and testing.
• Scale Support To Your Needs
  Choose a defined project, audit support, or interim and ongoing coverage sized to the team’s requirements and reporting cycle.

Transaction Advisory Services

CFGI’s Transaction Advisory Services practice supports corporate acquirers, private equity firms, and portfolio companies across the deal lifecycle, from pre-LOI screening and pre-acquisition diligence through Day 1 onboarding and post-close integration. Services include buy-side and sell-side financial diligence, quality of earnings, M&A tax and structuring, carve-out and Transition Services Agreement support, and operations and technology diligence. Senior practitioners combine buyer and seller perspectives with financial, tax, operational, and technology expertise to help teams assess deal assumptions, plan execution, and keep deal economics aligned from LOI through close.

• Verify Deal Economics
  Analyze earnings, financial trends, working capital, balance sheets, and potential obligations to help buyers test deal assumptions and understand financial considerations.
• Prepare Financials For Sale
  Strengthen sale preparation through financial cleanup, process tightening, and quality-of-earnings analysis conducted with management and bankers.
• Address Tax Exposure
  Assess tax exposures and transaction structure considerations, and support tax planning and agreement provisions for the transaction and post-transaction period.
• Plan Standalone Operations
  Map dependencies on the parent and use that analysis to guide separation planning, TSA negotiations, and standalone operating model design.
• Clarify Financial And Accounting Issues
  Analyze earnings, operating trends, working capital, purchase accounting considerations, and potential obligations to help deal teams understand financial and accounting matters.
• Assess Operational And Technology Risks
  Evaluate systems, operating processes, investment needs, and one-time costs against the investment thesis and growth plans, with findings that can inform integration planning.
• Coordinate Exit And Day 1 Readiness
  Prepare financial information and data rooms for a sale, support working capital negotiations and target setting, and help teams plan Day 1 onboarding and integration.
• Coordinate Diligence Across Disciplines
  Connect financial, tax, human capital, operations, and technology diligence through one engagement leader and a coordinated deal team.
• Work Alongside The Auditor
  Conduct diligence and post-close work alongside the company’s auditor without an independence conflict.

Treasury Services

CFGI provides strategic, hands-on treasury support to corporate and private equity clients across the treasury lifecycle. Services include treasury diagnostics and transformation, carve-out and spin-off readiness, financial risk management, banking and liquidity, cash forecasting, treasury technology, interim staffing, and outsourced operations. The team combines former treasury operators and advisory professionals, with engagements that scale from a diagnostic to a fully outsourced treasury operation.

• Identify Gaps And Plan Improvements
  A structured assessment and roadmap help teams understand their current treasury capabilities, prioritize changes, and plan implementation with defined KPIs and tracking.
• Establish Standalone Treasury Operations
  Prepares treasury structures and support for Day 1, including banking, KYC, liquidity, and intercompany flows.
• Improve Cash Visibility And Banking
  Helps organizations structure banking and cash arrangements, improve visibility across entities and regions, and assess bank fees and services.
• Strengthen Forecasting And Treasury Systems
  Helps implement cash forecasting processes and select, implement, and integrate treasury systems with ERP and banking platforms.
• Assess And Manage Financial Risk
  Supports the assessment and design of financial risk programs, including hedging, hedge accounting, and derivative valuation.
• Modernize Treasury Technology And Automation
  Assesses technology needs, supports platform integration, and identifies automation opportunities across treasury processes.
• Scale Treasury Support As Needed
  Adds experienced treasury support for temporary staffing needs and can scale engagement scope up to outsourced operations.
• Monitor Liquidity And Escalate Risks
  Continuous monitoring can surface intraday liquidity risks and escalate alerts with deadlines, escalation paths, and required actions.
• Accelerate Reconciliation With Review Controls
  Automated matching reduces reconciliation effort while confidence scoring, exception flags, and human approval steps support review of uncertain results.

Valuation Services

CFGI provides valuation services for corporations and their stakeholders across business enterprises, complex financial instruments, fixed assets, and real property. Services include purchase price allocations, impairment testing, fair value measurement, stock-based compensation, portfolio valuations, and valuations for private companies, IPOs, public companies, and transactions. The team applies methods such as option pricing, Monte Carlo simulation, and lattice models, and supports financial reporting, tax, audit, and regulatory requirements. CFGI combines Big Four experience with a boutique delivery model, works without auditor independence restrictions, and connects valuation engagements with its technical accounting, capital markets, transaction advisory, and tax teams.

• Support Reporting And Investment Decisions
  Valuations address financial reporting and compliance needs and provide insight relevant to transactions, capital raises, and strategic decisions.
• Value Complex Financial Instruments
  Supports valuation of instruments with complex terms, including financing instruments, derivatives, structured products, and transaction-related contingent consideration.
• Address Reporting And Tax Requirements
  Applies valuation services to financial reporting, compliance, and tax requirements identified in CFGI’s service offerings and standards references.
• Strengthen Audit Review And Stakeholder Confidence
  Provides defensible valuation analysis for audit and regulatory scrutiny. CFGI states that reliable valuations help investors, lenders, boards, and auditors support transparency and confidence in financial statements.
• Analyze Complex Valuation Scenarios
  Applies modeling approaches and analyses identified by CFGI to support valuation of complex instruments and to examine sensitivities and financial scenarios.
• Value Property And Fixed Assets
  Provides valuations of personal and real property, leases, and PP&E to support financial reporting and compliance requirements.
• Support Fundraising And Tax Valuations
  Provides valuation services for early-stage financing and equity compensation needs, as well as common equity, estate, and gift tax valuation requirements.
• Prepare Valuations For Capital Markets
  Supports companies preparing for IPOs and capital markets activity with valuation work and related SEC comment, disclosure, and registration statement support.
• Maintain Ongoing Valuation Support
  Addresses recurring public-company valuation needs, including purchase accounting, impairment testing, stock-based compensation, complex instruments, and ongoing fair value measurement.
• Address Valuation Needs At Every Stage
  Aligns valuation services with distinct requirements at different stages of the corporate development cycle, from initial funding through exit.
• Coordinate Related Advisory Work
  Connects valuation work with related CFGI practices to reduce duplication and streamline the audit review process.
• Guide Valuation Work From Planning To Delivery
  Uses defined engagement phases for planning, gathering financial and operational data, analyzing the valuation, reconciling indications of value, preparing reports, and providing audit and regulatory support.

Risk Advisory

CFGI’s Risk Advisory service helps organizations identify, assess, and manage risks and strengthen compliance across finance, IT, operations, and other business functions. Services include SOX readiness and ongoing compliance, internal control design and remediation, enterprise risk management, third-party risk management, IT risk and cybersecurity assessments, ESG compliance support, and internal audit outsourcing or co-sourcing. CFGI’s advisors work with client teams to design, implement, document, and evaluate controls, policies, processes, and risk frameworks.

• Strengthen Controls And Risk Frameworks
  Develop and document controls and risk frameworks that support compliance and are designed to withstand scrutiny from technical audit teams.
• Prepare For SOX Compliance
  Get support across SOX readiness, implementation, recurring testing, and remediation of internal control deficiencies.
• Identify And Prioritize Risks
  Assess risks across business functions and determine responses that reflect the organization’s risk appetite, with ongoing review of risk management policies.
• Evaluate IT And Cybersecurity Risks
  Assess IT controls, cybersecurity risks, access management, data privacy compliance, and operational IT risks.
• Assess Third-Party Risks
  Review supplier assurance reports and assess third-party risks through due diligence and support for SOC examinations.
• Connect Risk To Business Objectives
  Take a company-wide view of business and strategic risks and align risk management with the organization’s objectives.
• Scale Internal Audit Support
  Choose full outsourcing or co-sourcing to support internal audit requirements with practical governance, risk, and compliance expertise.
• Govern AI Use And Reliance
  Establish ownership, documentation, and controls suited to AI use cases, including stronger human review where AI influences auditable outcomes.
• Address Operational IT Risks
  Get support for disaster recovery planning, system implementations, and security incident response strategies.
• Support ESG Reporting Compliance
  Develop and improve ESG reporting processes to address regulatory requirements and voluntary disclosure goals.

Interim & Managed Services

CFGI provides AI-native managed finance services, interim leadership, and embedded staffing across finance, tax, technology, and cybersecurity. Services include finance processes such as close, FP&A, tax, and procure-to-pay, as well as interim CFO, CAO, Controller, VP of Finance, CIO, and CISO roles. Teams work alongside clients and can scale to changing needs. Related managed services include outsourced tax support and NetSuite administration, development, and support.

• Run Core Finance Processes With AI-Native Support
  Access managed support for core finance activities, including close, FP&A, tax, and procure-to-pay, through CFGI's AI-native service model powered by PRISM.
• Fill Critical Finance Roles With Experienced Professionals
  Bring experienced finance and accounting professionals into the organization for interim leadership, specialized assignments, staffing gaps, or longer-term finance transformation support.
• Adjust Support To Match Changing Needs
  Use an embedded delivery model that works alongside the client team and can scale with changing requirements, timelines, and priorities.
• Strengthen Technology And Cybersecurity Capacity
  Access interim technology and cybersecurity leadership and support, including CIO, CISO, and Virtual CISO capabilities, to address organizational needs.
• Scale Tax Support From Staffing To Outsourcing
  Choose temporary tax leadership, specialist staffing, project-based augmentation, or a fully outsourced tax service model sized to the team's needs.
• Maintain And Optimize NetSuite With Flexible Support
  Access NetSuite administration, on-demand development, issue support, and ongoing optimization. Service scope can adjust with business needs and is subject to recurring review.