# CFGI

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Consulting and Advisory
- Market category: Accounting Services (https://nowen.ai/category/accounting-services)
- Delivery model: services
- Website: https://cfgi.com
- AI agent profile: https://nowen.ai/agents/cfgi-com
- Updated: 2026-11-10
- Directory: one of 8 AI agents in Consulting and Advisory (https://nowen.ai/industry/consulting-and-advisory); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services)
- Read by AI assistants from: OpenAI, Perplexity

> CFGI is an independent advisory firm that helps organizations address finance, accounting, transaction, and business transformation needs.

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.

## Products & Services

### [Automated Finance](https://www.cfgi.com/automated-finance-solutions/)
*Service*
Automate finance operations and receive accurate, expert-reviewed reporting, forecasting, and insight through a flexible, continuous service.
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.
- Categories: Accounting Services (https://nowen.ai/category/accounting-services)

- **CPA-reviewed deliverables** — Verify Outputs Before Delivery
- **Modular finance coverage** — Start With The Highest-Pain Process
- **Continuous finance deliverables** — Receive Ongoing Finance Insights
- **Deterministic process automation** — Automate Repeatable Finance Work
- **Workflow visibility and approvals** — Monitor And Approve Work In-Platform
- **Built-in controls and audit documentation** — Maintain Audit-Ready Process Records
- **Dedicated onshore team** — Keep The Same Senior Team
- **ERP-compatible processes** — Work With Existing Finance Systems
- **Fixed-fee engagement scope** — Plan Costs With Fixed Pricing
- **Rapid implementation** — Launch Finance Processes In Weeks
- **Scalable managed operations** — Scale Operations Without Adding Headcount

### [Capital Markets & Exit Readiness](https://www.cfgi.com/capital-markets/)
*Service*
Prepare for capital markets transactions with coordinated readiness, execution, reporting, and controls support designed to help companies meet public-company requirements.
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.

- **IPO readiness assessment** — Assess Readiness Across 12 Functional Areas
- **Accounting and SEC reporting** — Prepare Public-Company Financial Disclosures
- **Internal controls and SOX 404 readiness** — Establish And Test Public-Company Controls
- **Capital markets PMO** — Coordinate Workstreams And Track Progress
- **Financial close and FP&A readiness** — Strengthen Close, Forecasting, And KPI Reporting
- **Capital markets transaction support** — Support Multiple Capital Markets Transactions
- **Phase 2 IPO execution** — Operationalize The IPO Readiness Roadmap
- **Tax, treasury, and cybersecurity readiness** — Prepare Tax, Treasury, And Cybersecurity Functions
- **Embedded cross-functional execution** — Embed Independent Advisors Alongside Your Team
- **Ongoing public-company compliance** — Sustain Public-Company Reporting And Compliance

### [Data & Analytics](https://www.cfgi.com/dna/)
*Service*
Improve data reliability, reduce manual work, and give finance teams timely insights for more informed decisions.
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.

- **Workflow automation** — Automate Repetitive Finance Workflows
- **Dashboards and visualization** — Deliver Timely, Actionable Insights
- **Master data and governance** — Build A Trusted Source Of Truth
- **Predictive analytics** — Anticipate Trends And Behaviors
- **Data integration and warehousing** — Unify Data Across Sources
- **AI-ready data preparation** — Prepare Reliable Data For AI
- **Real-time data processing** — Respond To Trends More Quickly
- **Data strategy and KPI alignment** — Connect Data To Business Decisions
- **Workshops and team enablement** — Build In-House Analytics Capability
- **Vendor-agnostic tool support** — Use Tools Your Team Prefers

### [ERP & Technology](https://www.cfgi.com/erp/)
*Service*
Aligns finance technology with business goals to support more effective operations and sustainable value beyond go-live.
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.

- **Finance systems implementation** — Implement Finance Systems Around Business Processes
- **Operating model and process alignment** — Design Operations Around Future Business Goals
- **ERP selection and vendor management** — Select An ERP That Fits Long-Term Needs
- **ERP optimization and customization** — Improve ERP Performance As Needs Evolve
- **Technology assessment and strategy** — Align Technology Investments With Business Needs
- **NetSuite managed services and support** — Extend NetSuite Support As Needs Change
- **Change management and end-user training** — Prepare Teams To Adopt New Systems
- **Automation and intelligent document processing** — Automate Repetitive Finance Processes

### [ESG & Sustainability](https://www.cfgi.com/esg/)
*Service*
Builds credible, audit-ready ESG reporting and practical compliance processes, helping organizations manage evolving requirements and use sustainability information in strategic decisions.
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.

- **Regulatory framework implementation** — Navigate Evolving ESG Reporting Requirements
- **GHG emissions inventory and carbon accounting** — Build Traceable Scope 1, 2, And 3 Inventories
- **Assurance readiness** — Prepare Evidence And Controls For Assurance
- **Materiality assessment** — Identify And Document Material ESG Topics
- **ESG data management** — Organize Reliable ESG Data
- **ESG governance, processes, and controls** — Establish Accountable ESG Reporting Processes
- **ESG reporting and disclosure** — Prepare Consistent ESG Disclosures
- **Regulatory gap analysis and roadmap** — Turn Reporting Gaps Into Clear Actions
- **Climate risk and scenario analysis** — Assess Climate Risks And Scenarios
- **ESG software and technology advisory** — Select And Implement Suitable ESG Tools
- **ESG transition planning** — Develop Practical Sustainability Transition Plans

### [Finance Effectiveness](https://www.cfgi.com/finance-effectiveness/)
*Service*
Modernize Finance, improve operating leverage, and align the function with enterprise growth through practical, measurable transformation.
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.

- **Finance vision and strategy** — Align Finance With Enterprise Goals
- **Process optimization and standardization** — Reduce Manual Effort And Errors
- **Finance assessment and transformation roadmap** — Prioritize Finance Transformation Initiatives
- **End-to-end transformation lifecycle** — Move From Assessment To Execution
- **Operating model and organization design** — Scale Finance With Clear Accountability
- **ERP and digital finance enablement** — Improve Visibility Across Finance
- **AI assessment and design** — Identify Governed AI Opportunities
- **Strategic alignment and value realization** — Connect Finance Priorities To Business Outcomes
- **Lean and scalable finance operations** — Free Capacity For Value-Add Analysis
- **Enhanced reporting and analytics** — Turn Finance Data Into Actionable Insight
- **Modern Finance workshop** — Align Teams On Transformation Priorities

### [PMO Services](https://www.cfgi.com/pmo/)
*Service*
Connect strategy to disciplined execution, giving leaders greater visibility and helping teams deliver measurable business value.
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.

- **Portfolio management** — Align Investments With Enterprise Priorities
- **Execution governance and reporting** — Strengthen Oversight And Decision-Making
- **Value realization tracking** — Track And Realize Measurable Business Value
- **Program and workstream coordination** — Coordinate Workstreams And Resolve Dependencies
- **Transaction and transformation execution** — Structure High-Stakes Transactions And Transformations
- **Project delivery management** — Control Scope, Timelines, Risks, And Deliverables
- **Change management** — Build Stakeholder Alignment And Adoption
- **Cross-functional execution support** — Align Teams Across Business Functions
- **Process improvement** — Improve Workflow Efficiency And Performance
- **Scalable PMO delivery** — Adapt Delivery To Client Priorities
- **Product roadmap and adoption management** — Connect Roadmaps To Outcomes And Adoption

### [Tax Services](https://www.cfgi.com/tax/)
*Service*
Helps organizations manage tax complexity, meet compliance demands, and adapt tax support to their needs as they grow.
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.

- **Tax accounting and provision** — Prepare Tax Provisions And Reporting
- **Corporate tax compliance** — Manage Tax Filings And Audit Support
- **State, local, and international tax** — Address Multi-Jurisdiction Tax Requirements
- **Transactional tax** — Assess Tax Implications Across Transactions
- **Flexible and outsourced delivery** — Scale Tax Support To Your Needs
- **R&D credits and elections** — Identify And Support R&D Tax Credits
- **Tax technology solutions** — Improve Tax Systems And Data Readiness
- **Interim management and staffing** — Add Flexible Tax Team Capacity
- **AI-enabled tax operations** — Prioritize Practical AI Tax Applications
- **Tax advisory and planning** — Guide Tax Decisions And Planning
- **Tax health check** — Identify Tax Exposures And Process Gaps

### [Technical Accounting](https://www.cfgi.com/technical-accounting/)
*Service*
Resolve complex accounting issues, strengthen audit readiness, and support transactions and reporting with senior technical expertise tailored to each business stage.
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.

- **Standards-based accounting advisory** — Resolve Complex Accounting Issues
- **Audit readiness and support** — Prepare For Audits With Senior Support
- **Technical memos and position papers** — Document Defensible Accounting Positions
- **SEC reporting and filing support** — Strengthen SEC Reporting And Filings
- **Accounting conversions and restatements** — Manage Conversions And Restatements
- **Transaction accounting support** — Support Complex Transactions
- **Purchase accounting** — Complete Purchase Accounting Work
- **Internal control design and testing** — Support SOX 404 Compliance
- **Flexible engagement delivery** — Scale Support To Your Needs

### [Transaction Advisory Services](https://www.cfgi.com/transaction-advisory/)
*Service*
Helps deal teams verify assumptions, address transaction risks, and prepare for execution from initial diligence through Day 1 and post-close integration.
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.

- **Buy-side financial due diligence** — Verify Deal Economics
- **Sell-side readiness and quality of earnings** — Prepare Financials For Sale
- **M&A tax diligence and structuring** — Address Tax Exposure
- **Carve-out and TSA support** — Plan Standalone Operations
- **Financial and accounting analysis** — Clarify Financial And Accounting Issues
- **Operations and technology due diligence** — Assess Operational And Technology Risks
- **Exit preparation and post-close execution** — Coordinate Exit And Day 1 Readiness
- **Multidisciplinary deal teams** — Coordinate Diligence Across Disciplines
- **Independent, audit-conflict-free support** — Work Alongside The Auditor

### [Treasury Services](https://www.cfgi.com/treasury/)
*Service*
Improves cash visibility, risk management, and treasury operations with practical advisory, technology, and execution support.
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.

- **Treasury transformation and diagnostics** — Identify Gaps And Plan Improvements
- **Carve-out and spin-off readiness** — Establish Standalone Treasury Operations
- **Cash and banking structure** — Improve Cash Visibility And Banking
- **Cash forecasting and TMS implementation** — Strengthen Forecasting And Treasury Systems
- **Financial risk and hedge advisory** — Assess And Manage Financial Risk
- **Treasury technology and automation** — Modernize Treasury Technology And Automation
- **Interim and outsourced treasury support** — Scale Treasury Support As Needed
- **Intraday liquidity monitoring** — Monitor Liquidity And Escalate Risks
- **Multicurrency bank reconciliation** — Accelerate Reconciliation With Review Controls

### [Valuation Services](https://www.cfgi.com/valuation/)
*Service*
Gain defensible valuation insights that support compliance, smoother audit reviews, transactions, and better-informed strategic decisions.
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.

- **Business enterprise valuation** — Support Reporting And Investment Decisions
- **Complex financial instrument valuation** — Value Complex Financial Instruments
- **Financial reporting and tax valuation standards** — Address Reporting And Tax Requirements
- **Audit-ready valuation analysis** — Strengthen Audit Review And Stakeholder Confidence
- **Advanced valuation modeling** — Analyze Complex Valuation Scenarios
- **Fixed asset and real property valuation** — Value Property And Fixed Assets
- **Startup and private company valuation** — Support Fundraising And Tax Valuations
- **IPO and capital markets valuation support** — Prepare Valuations For Capital Markets
- **Public company valuation support** — Maintain Ongoing Valuation Support
- **Business lifecycle valuation coverage** — Address Valuation Needs At Every Stage
- **Integrated valuation expertise** — Coordinate Related Advisory Work
- **Structured valuation engagement delivery** — Guide Valuation Work From Planning To Delivery

### [Risk Advisory](https://www.cfgi.com/risk-advisory/)
*Service*
Strengthen controls, address risk and compliance requirements, and support business objectives with practical advisory and implementation support.
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.

- **Internal controls and risk frameworks** — Strengthen Controls And Risk Frameworks
- **SOX readiness and compliance** — Prepare For SOX Compliance
- **Risk identification and assessment** — Identify And Prioritize Risks
- **IT risk and cybersecurity assessments** — Evaluate IT And Cybersecurity Risks
- **Third-party risk management** — Assess Third-Party Risks
- **Enterprise risk management** — Connect Risk To Business Objectives
- **Internal audit outsourcing and co-sourcing** — Scale Internal Audit Support
- **AI governance and controls** — Govern AI Use And Reliance
- **Operational IT risk support** — Address Operational IT Risks
- **ESG compliance support** — Support ESG Reporting Compliance

### [Interim & Managed Services](https://www.cfgi.com/managed-services)
*Service*
Access experienced, scalable finance and technology capacity to support critical operations and changing business needs.
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.

- **AI-native finance managed services** — Run Core Finance Processes With AI-Native Support
- **Interim finance leadership and staffing** — Fill Critical Finance Roles With Experienced Professionals
- **Embedded, scalable support** — Adjust Support To Match Changing Needs
- **Interim technology and cybersecurity roles** — Strengthen Technology And Cybersecurity Capacity
- **Tax staffing and managed services** — Scale Tax Support From Staffing To Outsourcing
- **NetSuite managed services and support** — Maintain And Optimize NetSuite With Flexible Support

## Sources

- [CFGI](https://cfgi.com)
- [Automated Finance](https://www.cfgi.com/automated-finance-solutions/)
- [Capital Markets & Exit Readiness](https://www.cfgi.com/capital-markets/)
- [Data & Analytics](https://www.cfgi.com/dna/)
- [ERP & Technology](https://www.cfgi.com/erp/)
- [ESG & Sustainability](https://www.cfgi.com/esg/)
- [Finance Effectiveness](https://www.cfgi.com/finance-effectiveness/)
- [PMO Services](https://www.cfgi.com/pmo/)
- [Tax Services](https://www.cfgi.com/tax/)
- [Technical Accounting](https://www.cfgi.com/technical-accounting/)
- [Transaction Advisory Services](https://www.cfgi.com/transaction-advisory/)
- [Treasury Services](https://www.cfgi.com/treasury/)
- [Valuation Services](https://www.cfgi.com/valuation/)
- [Risk Advisory](https://www.cfgi.com/risk-advisory/)
- [Interim & Managed Services](https://www.cfgi.com/managed-services)