{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/cfgi-com","markdownUrl":"https://nowen.ai/agents/cfgi-com.md","jsonUrl":"https://nowen.ai/agents/cfgi-com.json","name":"CFGI","website":"https://cfgi.com","industry":"Consulting and Advisory","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-10T04:52:03.134Z","summary":"CFGI is an independent advisory firm that helps organizations address finance, accounting, transaction, and business transformation needs.","description":"CFGI is an independent finance, accounting, and business advisory firm serving finance leaders, companies, private equity sponsors, and portfolio companies. Its practitioners work alongside client teams on accounting and compliance, transactions, finance transformation, technology, and value creation initiatives, combining technical expertise with hands-on execution and support across the business lifecycle.","mission":"To help organizations navigate critical finance and business initiatives through independent, hands-on expertise and lasting client partnerships.","directory":{"industryName":"Consulting and Advisory","agentCount":8,"indexable":false,"hubUrl":"https://nowen.ai/industry/consulting-and-advisory"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Automated Finance","anchor":"product-automated-finance","type":"Service","url":"https://www.cfgi.com/automated-finance-solutions/","summary":"Automate finance operations and receive accurate, expert-reviewed reporting, forecasting, and insight through a flexible, continuous service.","description":"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.","pricing":{},"features":[{"name":"CPA-reviewed deliverables","value":"Verify Outputs Before Delivery","valueDescription":"Receive deliverables reviewed and signed off by a CFGI CPA or domain expert before they are sent, supporting trusted financial outputs."},{"name":"Modular finance coverage","value":"Start With The Highest-Pain Process","valueDescription":"Choose a specific finance process, broader CFO-function coverage, or support for a transaction-driven need, with scope that can expand as requirements change."},{"name":"Continuous finance deliverables","value":"Receive Ongoing Finance Insights","valueDescription":"Get reporting, forecasting, and relevant KPIs delivered as a continuous service to support the Office of the CFO."},{"name":"Deterministic process automation","value":"Automate Repeatable Finance Work","valueDescription":"Automate repeatable tasks and route flagged exceptions for expert review, reducing manual processing while keeping review of exceptions in the workflow."},{"name":"Workflow visibility and approvals","value":"Monitor And Approve Work In-Platform","valueDescription":"See process activity and integrations in the platform, and review and approve work while keeping client approvals and sign-offs visible as they happen."},{"name":"Built-in controls and audit documentation","value":"Maintain Audit-Ready Process Records","valueDescription":"Keep documentation and exception logs current and embed controls and CPA sign-offs in the workflow to support audit readiness."},{"name":"Dedicated onshore team","value":"Keep The Same Senior Team","valueDescription":"Work with a consistent onshore senior team through each close, without rotating staff or handoffs."},{"name":"ERP-compatible processes","value":"Work With Existing Finance Systems","valueDescription":"Connect finance processes to data from ERP systems and subledgers, with system implementation support available when needed."},{"name":"Fixed-fee engagement scope","value":"Plan Costs With Fixed Pricing","valueDescription":"Know that the agreed scope is covered by fixed pricing, with changes discussed before additional work begins."},{"name":"Rapid implementation","value":"Launch Finance Processes In Weeks","valueDescription":"Begin implementation without the ramp-up of a typical internal build; timing depends on the selected scope."},{"name":"Scalable managed operations","value":"Scale Operations Without Adding Headcount","valueDescription":"Operate and scale enabled finance processes through managed services, with governance and ongoing optimization."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Capital Markets & Exit Readiness","anchor":"product-capital-markets-and-exit-readiness","type":"Service","url":"https://www.cfgi.com/capital-markets/","summary":"Prepare for capital markets transactions with coordinated readiness, execution, reporting, and controls support designed to help companies meet public-company requirements.","description":"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.","pricing":{},"features":[{"name":"IPO readiness assessment","value":"Assess Readiness Across 12 Functional Areas","valueDescription":"Identify readiness gaps and receive a peer-benchmarked roadmap of actionable steps to guide the company’s public-market preparation."},{"name":"Accounting and SEC reporting","value":"Prepare Public-Company Financial Disclosures","valueDescription":"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."},{"name":"Internal controls and SOX 404 readiness","value":"Establish And Test Public-Company Controls","valueDescription":"Build and assess the control structures needed for public-company requirements, including SOX 404 scoping, documentation, IT general controls, remediation, and initial testing."},{"name":"Capital markets PMO","value":"Coordinate Workstreams And Track Progress","valueDescription":"Coordinate internal and external workstreams, monitor dependencies, and keep steering committees and the Board informed throughout the capital markets process."},{"name":"Financial close and FP&A readiness","value":"Strengthen Close, Forecasting, And KPI Reporting","valueDescription":"Prepare finance processes for public-company reporting through close acceleration, forecast modeling, KPI design, management reporting, EPM evaluation, and automation."},{"name":"Capital markets transaction support","value":"Support Multiple Capital Markets Transactions","valueDescription":"Access tailored execution support across several types of capital markets transactions, including IPOs, APOs, reverse mergers, de-SPACs, and follow-on offerings."},{"name":"Phase 2 IPO execution","value":"Operationalize The IPO Readiness Roadmap","valueDescription":"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."},{"name":"Tax, treasury, and cybersecurity readiness","value":"Prepare Tax, Treasury, And Cybersecurity Functions","valueDescription":"Address tax, treasury, cybersecurity, and equity-compensation workstreams as part of public-offering preparation, including relevant structuring, systems, disclosures, and legal-entity readiness."},{"name":"Embedded cross-functional execution","value":"Embed Independent Advisors Alongside Your Team","valueDescription":"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."},{"name":"Ongoing public-company compliance","value":"Sustain Public-Company Reporting And Compliance","valueDescription":"Continue receiving support after the transaction through public-company reporting and compliance services, extending beyond IPO preparation and execution."}]},{"name":"Data & Analytics","anchor":"product-data-and-analytics","type":"Service","url":"https://www.cfgi.com/dna/","summary":"Improve data reliability, reduce manual work, and give finance teams timely insights for more informed decisions.","description":"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.","pricing":{},"features":[{"name":"Workflow automation","value":"Automate Repetitive Finance Workflows","valueDescription":"Reduce manual effort in finance processes and reporting while improving scalability and accuracy."},{"name":"Dashboards and visualization","value":"Deliver Timely, Actionable Insights","valueDescription":"Give teams dynamic views of business health, trends, and transaction detail to support informed decisions."},{"name":"Master data and governance","value":"Build A Trusted Source Of Truth","valueDescription":"Improve the quality, integrity, and auditability of data so leadership can trust the information used for decisions and compliance."},{"name":"Predictive analytics","value":"Anticipate Trends And Behaviors","valueDescription":"Use advanced analytics to help teams make data-driven forecasts about future trends and behaviors."},{"name":"Data integration and warehousing","value":"Unify Data Across Sources","valueDescription":"Make data from multiple sources more accessible and establish a foundation that can support growth."},{"name":"AI-ready data preparation","value":"Prepare Reliable Data For AI","valueDescription":"Improve data consistency and quality with validation, profiling, and anomaly detection, creating foundations that make AI models sharper."},{"name":"Real-time data processing","value":"Respond To Trends More Quickly","valueDescription":"Use timely analytics and dashboards to help teams react to business, operational, and customer-experience signals sooner."},{"name":"Data strategy and KPI alignment","value":"Connect Data To Business Decisions","valueDescription":"Clarify goals and KPI requirements so teams can map data to the decisions and outcomes it should support."},{"name":"Workshops and team enablement","value":"Build In-House Analytics Capability","valueDescription":"Equip finance staff with practical recommendations and hands-on skills to automate workflows, create reports, and sustain self-service analytics."},{"name":"Vendor-agnostic tool support","value":"Use Tools Your Team Prefers","valueDescription":"Apply data and analytics capabilities using clients’ existing preferred tools and platforms, without a platform sales agenda."}]},{"name":"ERP & Technology","anchor":"product-erp-and-technology","type":"Service","url":"https://www.cfgi.com/erp/","summary":"Aligns finance technology with business goals to support more effective operations and sustainable value beyond go-live.","description":"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.","pricing":{},"features":[{"name":"Finance systems implementation","value":"Implement Finance Systems Around Business Processes","valueDescription":"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."},{"name":"Operating model and process alignment","value":"Design Operations Around Future Business Goals","valueDescription":"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."},{"name":"ERP selection and vendor management","value":"Select An ERP That Fits Long-Term Needs","valueDescription":"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."},{"name":"ERP optimization and customization","value":"Improve ERP Performance As Needs Evolve","valueDescription":"Optimization and customization help ERP systems evolve with the business while assessing whether process changes, standard functionality, or additional customization best address each need."},{"name":"Technology assessment and strategy","value":"Align Technology Investments With Business Needs","valueDescription":"Assessment and strategy services help organizations evaluate their current technology landscape and inform the strategic direction of the technology stack."},{"name":"NetSuite managed services and support","value":"Extend NetSuite Support As Needs Change","valueDescription":"Flexible administration, development, and support can provide ongoing assistance and optimization without the cost of dedicated internal headcount."},{"name":"Change management and end-user training","value":"Prepare Teams To Adopt New Systems","valueDescription":"Early change planning and tailored end-user training address organizational impacts and help users apply the system to their identified use cases."},{"name":"Automation and intelligent document processing","value":"Automate Repetitive Finance Processes","valueDescription":"Automation services include document processing and source-system reconciliations, with automation linked to process improvements and measurable productivity gains."}]},{"name":"ESG & Sustainability","anchor":"product-esg-and-sustainability","type":"Service","url":"https://www.cfgi.com/esg/","summary":"Builds credible, audit-ready ESG reporting and practical compliance processes, helping organizations manage evolving requirements and use sustainability information in strategic decisions.","description":"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.","pricing":{},"features":[{"name":"Regulatory framework implementation","value":"Navigate Evolving ESG Reporting Requirements","valueDescription":"Get practical support translating changing requirements across jurisdictions into implementation steps, reporting plans, and compliant disclosures."},{"name":"GHG emissions inventory and carbon accounting","value":"Build Traceable Scope 1, 2, And 3 Inventories","valueDescription":"Develop emissions inventories with defined methods and supporting documentation, including analysis of data completeness and value-chain emissions."},{"name":"Assurance readiness","value":"Prepare Evidence And Controls For Assurance","valueDescription":"Build documentation and reporting processes designed to support assurance scrutiny and make evidence easier to trace and review."},{"name":"Materiality assessment","value":"Identify And Document Material ESG Topics","valueDescription":"Establish a documented view of relevant ESG impacts and topics to guide reporting priorities and implementation."},{"name":"ESG data management","value":"Organize Reliable ESG Data","valueDescription":"Structure data collection and management so teams can produce consistent, traceable sustainability information for reporting and decision-making."},{"name":"ESG governance, processes, and controls","value":"Establish Accountable ESG Reporting Processes","valueDescription":"Define responsibilities and workable processes that support consistent reporting, clear oversight, and controls aligned with regulatory expectations."},{"name":"ESG reporting and disclosure","value":"Prepare Consistent ESG Disclosures","valueDescription":"Create clear sustainability disclosures and align ESG reporting with financial reporting to support consistent, decision-useful information."},{"name":"Regulatory gap analysis and roadmap","value":"Turn Reporting Gaps Into Clear Actions","valueDescription":"Clarify what needs to change and establish practical next steps, owners, and deadlines for ESG reporting implementation."},{"name":"Climate risk and scenario analysis","value":"Assess Climate Risks And Scenarios","valueDescription":"Help identify physical and transition risks, evaluate relevant scenarios, and connect climate-risk considerations with enterprise risk processes and disclosures."},{"name":"ESG software and technology advisory","value":"Select And Implement Suitable ESG Tools","valueDescription":"Evaluate software options and support configuration and implementation, with recommendations tailored to the organization’s needs and governance requirements."},{"name":"ESG transition planning","value":"Develop Practical Sustainability Transition Plans","valueDescription":"Translate sustainability requirements and objectives into transition planning that can be incorporated into ESG program implementation."}]},{"name":"Finance Effectiveness","anchor":"product-finance-effectiveness","type":"Service","url":"https://www.cfgi.com/finance-effectiveness/","summary":"Modernize Finance, improve operating leverage, and align the function with enterprise growth through practical, measurable transformation.","description":"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.","pricing":{},"features":[{"name":"Finance vision and strategy","value":"Align Finance With Enterprise Goals","valueDescription":"Connects finance priorities to business outcomes, growth and margin opportunities, and the organization’s ambitions through roadmaps with clear ROI and measurable impact."},{"name":"Process optimization and standardization","value":"Reduce Manual Effort And Errors","valueDescription":"Redesigned and standardized workflows reduce process inconsistency, costs, and manual work while supporting faster close and reporting cycles."},{"name":"Finance assessment and transformation roadmap","value":"Prioritize Finance Transformation Initiatives","valueDescription":"Provides a diagnostic view of Finance’s current state and a prioritized, actionable roadmap supported by benchmarking and a business case."},{"name":"End-to-end transformation lifecycle","value":"Move From Assessment To Execution","valueDescription":"The consistent lifecycle connects diagnostic work and solution design with implementation and ongoing optimization, supporting practical execution rather than recommendations alone."},{"name":"Operating model and organization design","value":"Scale Finance With Clear Accountability","valueDescription":"Establishes clear ownership and scalable delivery structures, helping organizations balance centralized shared services with local autonomy as they grow."},{"name":"ERP and digital finance enablement","value":"Improve Visibility Across Finance","valueDescription":"Supports the selection and implementation of finance systems and digital platforms, integrating data, automation, and analytics for visibility across the function."},{"name":"AI assessment and design","value":"Identify Governed AI Opportunities","valueDescription":"Helps teams identify where AI fits within Finance processes and define practical use cases with governance incorporated into the design."},{"name":"Strategic alignment and value realization","value":"Connect Finance Priorities To Business Outcomes","valueDescription":"Helps leadership focus transformation on business outcomes and value levers, with roadmaps that specify expected ROI and measurable impact."},{"name":"Lean and scalable finance operations","value":"Free Capacity For Value-Add Analysis","valueDescription":"Improves operating efficiency through process redesign and scalable delivery models, creating capacity for Finance teams to focus on value-add analysis."},{"name":"Enhanced reporting and analytics","value":"Turn Finance Data Into Actionable Insight","valueDescription":"Connects financial and operational information and supports forward-looking forecasts, scenario planning, real-time performance insight, and board-ready reporting."},{"name":"Modern Finance workshop","value":"Align Teams On Transformation Priorities","valueDescription":"Provides a structured way to align stakeholders on Finance’s priorities, near- and long-term initiatives, and the actions needed to begin transformation."}]},{"name":"PMO Services","anchor":"product-pmo-services","type":"Service","url":"https://www.cfgi.com/pmo/","summary":"Connect strategy to disciplined execution, giving leaders greater visibility and helping teams deliver measurable business value.","description":"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.","pricing":{},"features":[{"name":"Portfolio management","value":"Align Investments With Enterprise Priorities","valueDescription":"Helps leadership focus resources on strategic initiatives and understand expected value, capacity, and tradeoffs across the portfolio."},{"name":"Execution governance and reporting","value":"Strengthen Oversight And Decision-Making","valueDescription":"Creates a regular operating cadence and reporting structure so leaders can monitor progress, make decisions, and hold teams accountable for outcomes."},{"name":"Value realization tracking","value":"Track And Realize Measurable Business Value","valueDescription":"Connects initiative execution to measurable business outcomes and tracks value across financial and operational measures."},{"name":"Program and workstream coordination","value":"Coordinate Workstreams And Resolve Dependencies","valueDescription":"Connects teams and related initiatives, helping address dependencies and keep complex programs moving toward delivery."},{"name":"Transaction and transformation execution","value":"Structure High-Stakes Transactions And Transformations","valueDescription":"Brings coordination and execution discipline to complex transactions and transformations, including integration, separation, capital markets, finance, and ERP initiatives."},{"name":"Project delivery management","value":"Control Scope, Timelines, Risks, And Deliverables","valueDescription":"Provides disciplined project oversight across key delivery factors and supports the transition of completed outcomes into operations."},{"name":"Change management","value":"Build Stakeholder Alignment And Adoption","valueDescription":"Supports organizational change with stakeholder engagement, communications, training, and adoption planning."},{"name":"Cross-functional execution support","value":"Align Teams Across Business Functions","valueDescription":"Coordinates stakeholders across organizational functions so complex initiatives have aligned execution and fewer silos."},{"name":"Process improvement","value":"Improve Workflow Efficiency And Performance","valueDescription":"Redesigns processes to reduce friction and support more scalable operations, with attention to efficiency, quality, and performance."},{"name":"Scalable PMO delivery","value":"Adapt Delivery To Client Priorities","valueDescription":"Combines consistent frameworks with flexibility to fit the client’s operating model, culture, tools, and priorities."},{"name":"Product roadmap and adoption management","value":"Connect Roadmaps To Outcomes And Adoption","valueDescription":"Keeps product releases focused on intended outcomes and supports adoption and performance tracking after launch."}]},{"name":"Tax Services","anchor":"product-tax-services","type":"Service","url":"https://www.cfgi.com/tax/","summary":"Helps organizations manage tax complexity, meet compliance demands, and adapt tax support to their needs as they grow.","description":"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.","pricing":{},"features":[{"name":"Tax accounting and provision","value":"Prepare Tax Provisions And Reporting","valueDescription":"Receive support for tax provisions and financial reporting, including audit readiness, SEC reporting, and tax controls."},{"name":"Corporate tax compliance","value":"Manage Tax Filings And Audit Support","valueDescription":"Coordinate corporate return preparation, estimates, and extensions, with support for tax authority audits and related tax analyses."},{"name":"State, local, and international tax","value":"Address Multi-Jurisdiction Tax Requirements","valueDescription":"Assess and support tax obligations across state, local, and international jurisdictions, including nexus, indirect tax, structuring, and global compliance."},{"name":"Transactional tax","value":"Assess Tax Implications Across Transactions","valueDescription":"Support deal decisions with tax due diligence, structuring, modeling, purchase accounting, and post-deal integration services."},{"name":"Flexible and outsourced delivery","value":"Scale Tax Support To Your Needs","valueDescription":"Choose a limited-scope project, interim support, or fully outsourced managed services, and expand the engagement as needs change."},{"name":"R&D credits and elections","value":"Identify And Support R&D Tax Credits","valueDescription":"Evaluate R&D credit opportunities and elections, with support for credit studies and examination defense."},{"name":"Tax technology solutions","value":"Improve Tax Systems And Data Readiness","valueDescription":"Select and implement tax technology, configure ERP tax functionality, and address tax data quality and reporting needs."},{"name":"Interim management and staffing","value":"Add Flexible Tax Team Capacity","valueDescription":"Access interim tax leaders, specialists, and staff to support team needs and project work."},{"name":"AI-enabled tax operations","value":"Prioritize Practical AI Tax Applications","valueDescription":"Assess tax workflows and data, prioritize feasible AI opportunities, and establish governance and human oversight for adoption."},{"name":"Tax advisory and planning","value":"Guide Tax Decisions And Planning","valueDescription":"Apply tax analysis and advisory support to regulatory changes, growth plans, IPO preparation, and tax-related business decisions."},{"name":"Tax health check","value":"Identify Tax Exposures And Process Gaps","valueDescription":"Review key tax domains to surface exposures, potential missed credits, and process gaps, with prioritized opportunities and remediation paths."}]},{"name":"Technical Accounting","anchor":"product-technical-accounting","type":"Service","url":"https://www.cfgi.com/technical-accounting/","summary":"Resolve complex accounting issues, strengthen audit readiness, and support transactions and reporting with senior technical expertise tailored to each business stage.","description":"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.","pricing":{},"features":[{"name":"Standards-based accounting advisory","value":"Resolve Complex Accounting Issues","valueDescription":"Access experienced advisors who help analyze and resolve complex accounting matters across major standards and transaction types."},{"name":"Audit readiness and support","value":"Prepare For Audits With Senior Support","valueDescription":"Build audit readiness through financial statement and documentation support, request management, and experienced technical accounting assistance alongside the internal team."},{"name":"Technical memos and position papers","value":"Document Defensible Accounting Positions","valueDescription":"Receive documented accounting analyses and positions for complex judgments, supporting financial reporting and scrutiny from auditors and other stakeholders."},{"name":"SEC reporting and filing support","value":"Strengthen SEC Reporting And Filings","valueDescription":"Get technical support for registration statements, periodic filings, XBRL tagging, pre-clearance, and SEC comment responses."},{"name":"Accounting conversions and restatements","value":"Manage Conversions And Restatements","valueDescription":"Work through accounting basis conversions, restatements, and new pronouncements with structured assessment, documentation, and implementation support."},{"name":"Transaction accounting support","value":"Support Complex Transactions","valueDescription":"Access accounting support for transaction analysis and execution, including due diligence, structuring, carve-outs, divestitures, and related disclosures."},{"name":"Purchase accounting","value":"Complete Purchase Accounting Work","valueDescription":"Address purchase accounting requirements with support for assessments, purchase price allocations, acquired intangible assets, earnouts, and post-close adjustments."},{"name":"Internal control design and testing","value":"Support SOX 404 Compliance","valueDescription":"Address internal control requirements with support for SOX 404 control design and testing."},{"name":"Flexible engagement delivery","value":"Scale Support To Your Needs","valueDescription":"Choose a defined project, audit support, or interim and ongoing coverage sized to the team’s requirements and reporting cycle."}]},{"name":"Transaction Advisory Services","anchor":"product-transaction-advisory-services","type":"Service","url":"https://www.cfgi.com/transaction-advisory/","summary":"Helps deal teams verify assumptions, address transaction risks, and prepare for execution from initial diligence through Day 1 and post-close integration.","description":"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.","pricing":{},"features":[{"name":"Buy-side financial due diligence","value":"Verify Deal Economics","valueDescription":"Analyze earnings, financial trends, working capital, balance sheets, and potential obligations to help buyers test deal assumptions and understand financial considerations."},{"name":"Sell-side readiness and quality of earnings","value":"Prepare Financials For Sale","valueDescription":"Strengthen sale preparation through financial cleanup, process tightening, and quality-of-earnings analysis conducted with management and bankers."},{"name":"M&A tax diligence and structuring","value":"Address Tax Exposure","valueDescription":"Assess tax exposures and transaction structure considerations, and support tax planning and agreement provisions for the transaction and post-transaction period."},{"name":"Carve-out and TSA support","value":"Plan Standalone Operations","valueDescription":"Map dependencies on the parent and use that analysis to guide separation planning, TSA negotiations, and standalone operating model design."},{"name":"Financial and accounting analysis","value":"Clarify Financial And Accounting Issues","valueDescription":"Analyze earnings, operating trends, working capital, purchase accounting considerations, and potential obligations to help deal teams understand financial and accounting matters."},{"name":"Operations and technology due diligence","value":"Assess Operational And Technology Risks","valueDescription":"Evaluate systems, operating processes, investment needs, and one-time costs against the investment thesis and growth plans, with findings that can inform integration planning."},{"name":"Exit preparation and post-close execution","value":"Coordinate Exit And Day 1 Readiness","valueDescription":"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."},{"name":"Multidisciplinary deal teams","value":"Coordinate Diligence Across Disciplines","valueDescription":"Connect financial, tax, human capital, operations, and technology diligence through one engagement leader and a coordinated deal team."},{"name":"Independent, audit-conflict-free support","value":"Work Alongside The Auditor","valueDescription":"Conduct diligence and post-close work alongside the company’s auditor without an independence conflict."}]},{"name":"Treasury Services","anchor":"product-treasury-services","type":"Service","url":"https://www.cfgi.com/treasury/","summary":"Improves cash visibility, risk management, and treasury operations with practical advisory, technology, and execution support.","description":"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.","pricing":{},"features":[{"name":"Treasury transformation and diagnostics","value":"Identify Gaps And Plan Improvements","valueDescription":"A structured assessment and roadmap help teams understand their current treasury capabilities, prioritize changes, and plan implementation with defined KPIs and tracking."},{"name":"Carve-out and spin-off readiness","value":"Establish Standalone Treasury Operations","valueDescription":"Prepares treasury structures and support for Day 1, including banking, KYC, liquidity, and intercompany flows."},{"name":"Cash and banking structure","value":"Improve Cash Visibility And Banking","valueDescription":"Helps organizations structure banking and cash arrangements, improve visibility across entities and regions, and assess bank fees and services."},{"name":"Cash forecasting and TMS implementation","value":"Strengthen Forecasting And Treasury Systems","valueDescription":"Helps implement cash forecasting processes and select, implement, and integrate treasury systems with ERP and banking platforms."},{"name":"Financial risk and hedge advisory","value":"Assess And Manage Financial Risk","valueDescription":"Supports the assessment and design of financial risk programs, including hedging, hedge accounting, and derivative valuation."},{"name":"Treasury technology and automation","value":"Modernize Treasury Technology And Automation","valueDescription":"Assesses technology needs, supports platform integration, and identifies automation opportunities across treasury processes."},{"name":"Interim and outsourced treasury support","value":"Scale Treasury Support As Needed","valueDescription":"Adds experienced treasury support for temporary staffing needs and can scale engagement scope up to outsourced operations."},{"name":"Intraday liquidity monitoring","value":"Monitor Liquidity And Escalate Risks","valueDescription":"Continuous monitoring can surface intraday liquidity risks and escalate alerts with deadlines, escalation paths, and required actions."},{"name":"Multicurrency bank reconciliation","value":"Accelerate Reconciliation With Review Controls","valueDescription":"Automated matching reduces reconciliation effort while confidence scoring, exception flags, and human approval steps support review of uncertain results."}]},{"name":"Valuation Services","anchor":"product-valuation-services","type":"Service","url":"https://www.cfgi.com/valuation/","summary":"Gain defensible valuation insights that support compliance, smoother audit reviews, transactions, and better-informed strategic decisions.","description":"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.","pricing":{},"features":[{"name":"Business enterprise valuation","value":"Support Reporting And Investment Decisions","valueDescription":"Valuations address financial reporting and compliance needs and provide insight relevant to transactions, capital raises, and strategic decisions."},{"name":"Complex financial instrument valuation","value":"Value Complex Financial Instruments","valueDescription":"Supports valuation of instruments with complex terms, including financing instruments, derivatives, structured products, and transaction-related contingent consideration."},{"name":"Financial reporting and tax valuation standards","value":"Address Reporting And Tax Requirements","valueDescription":"Applies valuation services to financial reporting, compliance, and tax requirements identified in CFGI’s service offerings and standards references."},{"name":"Audit-ready valuation analysis","value":"Strengthen Audit Review And Stakeholder Confidence","valueDescription":"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."},{"name":"Advanced valuation modeling","value":"Analyze Complex Valuation Scenarios","valueDescription":"Applies modeling approaches and analyses identified by CFGI to support valuation of complex instruments and to examine sensitivities and financial scenarios."},{"name":"Fixed asset and real property valuation","value":"Value Property And Fixed Assets","valueDescription":"Provides valuations of personal and real property, leases, and PP&E to support financial reporting and compliance requirements."},{"name":"Startup and private company valuation","value":"Support Fundraising And Tax Valuations","valueDescription":"Provides valuation services for early-stage financing and equity compensation needs, as well as common equity, estate, and gift tax valuation requirements."},{"name":"IPO and capital markets valuation support","value":"Prepare Valuations For Capital Markets","valueDescription":"Supports companies preparing for IPOs and capital markets activity with valuation work and related SEC comment, disclosure, and registration statement support."},{"name":"Public company valuation support","value":"Maintain Ongoing Valuation Support","valueDescription":"Addresses recurring public-company valuation needs, including purchase accounting, impairment testing, stock-based compensation, complex instruments, and ongoing fair value measurement."},{"name":"Business lifecycle valuation coverage","value":"Address Valuation Needs At Every Stage","valueDescription":"Aligns valuation services with distinct requirements at different stages of the corporate development cycle, from initial funding through exit."},{"name":"Integrated valuation expertise","value":"Coordinate Related Advisory Work","valueDescription":"Connects valuation work with related CFGI practices to reduce duplication and streamline the audit review process."},{"name":"Structured valuation engagement delivery","value":"Guide Valuation Work From Planning To Delivery","valueDescription":"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."}]},{"name":"Risk Advisory","anchor":"product-risk-advisory","type":"Service","url":"https://www.cfgi.com/risk-advisory/","summary":"Strengthen controls, address risk and compliance requirements, and support business objectives with practical advisory and implementation support.","description":"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.","pricing":{},"features":[{"name":"Internal controls and risk frameworks","value":"Strengthen Controls And Risk Frameworks","valueDescription":"Develop and document controls and risk frameworks that support compliance and are designed to withstand scrutiny from technical audit teams."},{"name":"SOX readiness and compliance","value":"Prepare For SOX Compliance","valueDescription":"Get support across SOX readiness, implementation, recurring testing, and remediation of internal control deficiencies."},{"name":"Risk identification and assessment","value":"Identify And Prioritize Risks","valueDescription":"Assess risks across business functions and determine responses that reflect the organization’s risk appetite, with ongoing review of risk management policies."},{"name":"IT risk and cybersecurity assessments","value":"Evaluate IT And Cybersecurity Risks","valueDescription":"Assess IT controls, cybersecurity risks, access management, data privacy compliance, and operational IT risks."},{"name":"Third-party risk management","value":"Assess Third-Party Risks","valueDescription":"Review supplier assurance reports and assess third-party risks through due diligence and support for SOC examinations."},{"name":"Enterprise risk management","value":"Connect Risk To Business Objectives","valueDescription":"Take a company-wide view of business and strategic risks and align risk management with the organization’s objectives."},{"name":"Internal audit outsourcing and co-sourcing","value":"Scale Internal Audit Support","valueDescription":"Choose full outsourcing or co-sourcing to support internal audit requirements with practical governance, risk, and compliance expertise."},{"name":"AI governance and controls","value":"Govern AI Use And Reliance","valueDescription":"Establish ownership, documentation, and controls suited to AI use cases, including stronger human review where AI influences auditable outcomes."},{"name":"Operational IT risk support","value":"Address Operational IT Risks","valueDescription":"Get support for disaster recovery planning, system implementations, and security incident response strategies."},{"name":"ESG compliance support","value":"Support ESG Reporting Compliance","valueDescription":"Develop and improve ESG reporting processes to address regulatory requirements and voluntary disclosure goals."}]},{"name":"Interim & Managed Services","anchor":"product-interim-and-managed-services","type":"Service","url":"https://www.cfgi.com/managed-services","summary":"Access experienced, scalable finance and technology capacity to support critical operations and changing business needs.","description":"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.","pricing":{},"features":[{"name":"AI-native finance managed services","value":"Run Core Finance Processes With AI-Native Support","valueDescription":"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."},{"name":"Interim finance leadership and staffing","value":"Fill Critical Finance Roles With Experienced Professionals","valueDescription":"Bring experienced finance and accounting professionals into the organization for interim leadership, specialized assignments, staffing gaps, or longer-term finance transformation support."},{"name":"Embedded, scalable support","value":"Adjust Support To Match Changing Needs","valueDescription":"Use an embedded delivery model that works alongside the client team and can scale with changing requirements, timelines, and priorities."},{"name":"Interim technology and cybersecurity roles","value":"Strengthen Technology And Cybersecurity Capacity","valueDescription":"Access interim technology and cybersecurity leadership and support, including CIO, CISO, and Virtual CISO capabilities, to address organizational needs."},{"name":"Tax staffing and managed services","value":"Scale Tax Support From Staffing To Outsourcing","valueDescription":"Choose temporary tax leadership, specialist staffing, project-based augmentation, or a fully outsourced tax service model sized to the team's needs."},{"name":"NetSuite managed services and support","value":"Maintain And Optimize NetSuite With Flexible Support","valueDescription":"Access NetSuite administration, on-demand development, issue support, and ongoing optimization. Service scope can adjust with business needs and is subject to recurring review."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://cfgi.com","text":"CFGI"},{"url":"https://www.cfgi.com/automated-finance-solutions/","text":"Automated Finance"},{"url":"https://www.cfgi.com/capital-markets/","text":"Capital Markets & Exit Readiness"},{"url":"https://www.cfgi.com/dna/","text":"Data & Analytics"},{"url":"https://www.cfgi.com/erp/","text":"ERP & Technology"},{"url":"https://www.cfgi.com/esg/","text":"ESG & Sustainability"},{"url":"https://www.cfgi.com/finance-effectiveness/","text":"Finance Effectiveness"},{"url":"https://www.cfgi.com/pmo/","text":"PMO Services"},{"url":"https://www.cfgi.com/tax/","text":"Tax Services"},{"url":"https://www.cfgi.com/technical-accounting/","text":"Technical Accounting"},{"url":"https://www.cfgi.com/transaction-advisory/","text":"Transaction Advisory Services"},{"url":"https://www.cfgi.com/treasury/","text":"Treasury Services"},{"url":"https://www.cfgi.com/valuation/","text":"Valuation Services"},{"url":"https://www.cfgi.com/risk-advisory/","text":"Risk Advisory"},{"url":"https://www.cfgi.com/managed-services","text":"Interim & Managed Services"}]}