CRI CFO Hub

Gain flexible CFO expertise to improve financial clarity, guide decisions, manage cash flow, and plan for sustainable growth without a full-time hire.

Gain flexible controller expertise to improve financial accuracy, reporting timeliness, accounting processes, and oversight without relying solely on a full-time hire.

Maintain accurate, timely financial records and streamline routine accounting work so your team can focus on core business activities.

Helps government contractors establish compliant accounting operations, prepare for audits, and manage contract costs and requirements.

Prepare for audits and transaction reviews with organized financial records, stronger controls, and issues addressed before external scrutiny.

Connects businesses with qualified finance and accounting talent for flexible staffing, specialized projects, and permanent roles.

Access flexible HR expertise that helps manage compliance, support employees, and scale HR operations without the overhead of a full in-house department.

Fractional CFO Services

CRI CFO Hub provides flexible, on-demand strategic financial leadership from experienced CFO professionals, without the commitment of a full-time hire. Services include financial strategy and planning, cash flow and profitability management, financial modeling, budgeting and forecasting, fundraising and capital support, risk management, compliance, M&A, exit planning, and R&D tax credit support. CFOs work with clients’ teams to turn financial data into actionable insight, support informed decisions, and plan for sustainable growth. Engagements can be tailored to the services a business needs and provided on a part-time or project basis. R&D tax credit support includes qualification assessment, expense analysis, federal and state credit calculations, documentation, multi-year optimization, and audit support.

Category: Fractional CFO Services

• Access Strategic CFO Expertise
  Add experienced financial leadership when and how your organization needs it, without a full-time executive commitment.
• Guide Decisions With Financial Insight
  Use financial data and strategic guidance to evaluate opportunities, align decisions with business objectives, and plan for sustainable growth.
• Identify Qualifying Research Projects
  Determine which research and development activities may qualify for credits by reviewing projects, operations, and supporting documentation.
• Quantify Eligible Research Expenses
  Review payroll, supplies, and contractor costs to identify expenses that may be included in credit claims, with documented allocation methodologies.
• Plan Budgets And Forecasts
  Build financial projections and budgets that support planning, decision-making, and growth goals.
• Improve Cash Flow Visibility
  Manage cash flow and assess profitability to better understand financial performance and future requirements.
• Optimize Federal And State Credits
  Analyze historical data and calculation approaches to pursue available credits across multiple years while supporting the resulting positions.
• Document Qualifying Technical Activities
  Connect research activities to relevant uncertainties, experimentation, and technological innovations through clear technical narratives.
• Support R&D Credit Audits
  Use organized claim documentation, response strategies, and representation to address examination challenges and support claimed credits.
• Model Financial Scenarios
  Evaluate financial scenarios and business decisions with models tailored to your company’s requirements.
• Prepare For Capital Raises
  Present financial documentation and a supported growth narrative to investors during fundraising and other capital events.
• Navigate Mergers And Acquisitions
  Receive financial guidance through transaction evaluation, due diligence, integration planning, and post-merger work.
• Manage Financial Risks And Compliance
  Strengthen financial controls and compliance frameworks to address risks and applicable regulatory requirements.
• Strengthen Financial Reporting
  Use financial analysis, reporting, and performance metrics to improve clarity for leadership and stakeholders.
• Build Ongoing Research Documentation
  Capture relevant activity and expense information during the year to support claims and reduce documentation work at tax preparation time.
• Process Federal And State Incentives
  Address varying state requirements and documentation standards when pursuing available state-level incentives alongside federal credits.
• Prepare For Business Exits
  Plan for an IPO, M&A arrangement, or succession by preparing financial performance and business documentation.
• Improve Financial Systems And Processes
  Improve financial operations through systems integration and process improvements tailored to business needs.
• Maintain Financial Leadership During Transitions
  Access temporary CFO guidance during leadership changes, growth periods, or other short-term financial needs.
• Assess Contracted Research Eligibility
  Review contract terms, payments, and intellectual property rights to help determine eligibility for credits related to contracted research activities.

Fractional Controller Services

CRI CFO Hub provides experienced fractional controllers for day-to-day financial management and comprehensive oversight of accounting operations. The service includes financial statement preparation and analysis, month-end close support, cash flow management, internal controls, compliance reporting, audit support, accounting systems, and policy development. Controllers can complement existing accounting staff, fill expertise gaps, or handle specialized projects, helping businesses establish accurate, timely financial information and efficient processes.

• Improve Financial Reporting
  Receive accurate, timely financial statements and analysis presented in formats that support management decision-making and provide insight into business performance.
• Access Experienced Controller Expertise
  Engage experienced controllers on a fractional basis and scale their involvement according to business requirements, rather than relying solely on a full-time hire.
• Strengthen Accounting Operations
  Improve oversight and consistency across accounting operations with standardized procedures and workflows covering financial recording through statement preparation.
• Accelerate The Month-End Close
  Use documented calendars, reconciliation templates, and reviews designed to deliver accurate financial information sooner.
• Protect Assets And Data Integrity
  Establish tailored safeguards, including authorization and verification procedures, to protect company assets and strengthen confidence in financial information.
• Streamline Accounting Processes
  Improve accounting workflows and leverage financial systems to reduce routine manual work and enhance access to data and reporting.
• Support Regulatory Compliance
  Strengthen financial processes and reporting to help the organization address applicable regulatory and compliance requirements.
• Improve Cash Flow Visibility
  Use cash forecasting and oversight of billing, collections, and vendor payments to anticipate cash requirements and manage liquidity.
• Strengthen Your Existing Finance Team
  Add oversight or specialized expertise while your team continues its work, with controllers sharing knowledge and best practices to develop internal capabilities.
• Prepare For Financial Audits
  Organize audit documentation and schedules and coordinate with auditors to support the audit process and strengthen financial practices.
• Implement And Optimize Financial Systems
  Get guidance selecting, implementing, and optimizing accounting software and financial technology to support business needs and improve reporting.
• Establish Consistent Accounting Policies
  Provide financial staff with documented, organization-specific guidance that supports consistent accounting practices and compliance.

Fractional Accounting Services, Month-End Close, and Back-Office Support

CRI CFO Hub provides fractional accounting and back-office support, from daily bookkeeping and transaction processing to ledger maintenance, financial statement preparation, payroll, and month-end close management. Its accounting professionals establish reliable processes tailored to business requirements, helping maintain accurate records, timely reporting, and compliance while reducing the operational burden on internal teams.

Category: Accounting Services

• Maintain Accurate Financial Records
  Get support across routine financial processes, from recording transactions to preparing financial statements, with consistent procedures designed to preserve financial data integrity.
• Deliver Timely, Decision-Ready Reports
  Receive financial statements and supporting schedules in useful formats, with variance analysis and explanatory notes that help management and stakeholders understand business performance.
• Accelerate Accurate Month-End Closes
  Use structured checklists and review procedures to give management faster access to accurate financial statements and information.
• Keep Ledger Data Accurate
  Maintain reliable ledger records through regular reconciliations, discrepancy investigation, and transaction classification, supporting confidence in financial data and statements.
• Streamline Vendor Payments
  Improve the handling of vendor payments through documented approval workflows and accurate vendor records, helping avoid late fees and support positive supplier relationships.
• Improve Collections And Cash Flow
  Use structured invoicing, aging analysis, and follow-up processes to support faster collections, identify payment issues early, and reduce bad debt exposure.
• Process Payroll And Support Compliance
  Coordinate payroll calculations, payments, records, and related tax filings to support accurate and timely compensation and compliance with tax withholding requirements.
• Reduce Manual Work And Improve Control
  Identify workflow bottlenecks and introduce streamlined procedures and technology to reduce manual effort, improve accuracy, and strengthen process control.
• Scale Support To Your Needs
  Adjust accounting support to match business requirements and growth stage, providing access to specialized expertise without requiring additional full-time headcount.

Government Contractor Accounting and DCAA Compliance Services

CRI CFO Hub provides specialized accounting and compliance support for federal, state, and local government contractors. Its government contracting specialists design accounting systems and processes for DCAA, FAR, and CAS requirements, including compliant cost segregation, indirect rate structures, job costing, timekeeping, and required documentation. Services also include incurred cost submission preparation, DCAA audit preparation and response, government contract proposal support, accounts payable processing, and ongoing contract administration and compliance.

Category: Accounting Services

• Establish DCAA-Ready Accounting Systems
  Set up accounting software, cost structures, job costing, and controls designed to address DCAA requirements and support SF1408 pre-award survey requirements.
• Develop Compliant Indirect Rate Structures
  Create indirect rate pools and allocation methodologies tailored to contract needs and designed to comply with FAR and CAS requirements.
• Apply FAR And CAS Requirements
  Implement accounting policies, timekeeping systems, and documentation procedures aligned with FAR and CAS requirements.
• Prepare Incurred Cost Submissions
  Organize supporting documentation and required schedules for annual submissions, helping contractors meet deadlines and reduce the risk of audit findings, cost disallowances, or payment delays.
• Prepare For And Respond To DCAA Audits
  Prepare audit documentation and readiness assessments, support responses to auditor requests, and represent the contractor during fieldwork while helping minimize operational disruption.
• Develop Compliant Contract Proposals
  Structure proposal pricing and develop the basis of estimates to help ensure cost proposals address solicitation requirements.
• Manage Contract Requirements And Closeout
  Monitor contract funding and cost ceilings, maintain documentation, support billing practices, and assist with closeout processes.
• Manage Vendor Payments And Documentation
  Use approval workflows and maintain payment documentation and vendor records as part of the contractor’s accounting operations.

Audit and Due Diligence Readiness

CRI CFO Hub prepares businesses for financial audits and transaction due diligence through assessments of financial practices, organized documentation, stronger internal controls, and remediation of potential issues. Services include audit preparation and coordination, transaction support, financial statement review, technical accounting guidance, audit finding remediation, and SOC audit preparation. The team helps organizations present accurate, well-supported financial information while minimizing disruption during external reviews.

• Streamline Audit Completion
  Prepare schedules and supporting documents, anticipate auditor requests, and coordinate with the audit firm to make the review process more orderly and reduce disruption to business operations.
• Strengthen Transaction Readiness
  Organize financial information, prepare data room materials, and assess potential concerns before investors, acquirers, or lenders review the business.
• Strengthen Financial Controls
  Identify control weaknesses and implement appropriate improvements to support confidence in financial reporting and reduce the risk of errors or irregularities.
• Present Well-Supported Records
  Compile and present financial information in organized formats that facilitate review, support financial assertions, and demonstrate the quality of the company’s financial processes.
• Resolve Audit Findings
  Address identified audit issues through targeted remediation strategies and sustainable improvements that help strengthen the organization’s financial environment.
• Improve Financial Statement Quality
  Review financial statement presentation, disclosures, and accounting treatments to help ensure information is accurate, complete, and clear to stakeholders.
• Navigate Complex Accounting Matters
  Research accounting issues, document appropriate treatment options, and implement solutions that support compliant financial reporting.
• Prepare For SOC Audits
  Assess control environments, document control activities, and prepare narratives to help demonstrate the controls required for SOC audits.

Accounting Staffing and Recruiting Services

CRI CFO Hub connects businesses with finance and accounting professionals for temporary, contract, project-based, and permanent roles. Its recruiting team sources and evaluates candidates for technical expertise, certifications, industry experience, and cultural fit, with placements ranging from bookkeepers and accounting managers to controllers and CFOs. Services include interim and contract staffing, project-based teams, executive search and direct hire, industry-specialized recruitment, contract staff payroll and compliance management, and onboarding and transition support.

• Match Staffing To Your Needs
  Choose temporary, contract, or permanent staffing based on your business requirements, workload, and hiring goals.
• Reach Qualified Finance Talent
  Access pre-vetted professionals and candidate networks to support faster, more focused searches for finance and accounting roles.
• Evaluate Candidates Thoroughly
  Assess relevant qualifications and fit to help identify candidates who can integrate with your team and meet role requirements.
• Find Finance Leaders And Permanent Hires
  Access recruitment support for senior finance leadership and permanent positions, including confidential executive searches.
• Staff Time-Limited Finance Projects
  Bring in tailored expertise for defined initiatives without expanding permanent headcount.
• Find Industry-Relevant Candidates
  Match candidates with experience relevant to your sector’s financial requirements and business environment.
• Manage Contract Employment Logistics
  Reduce administrative work for your internal team through payroll and compliance management for contract staff.
• Support Smooth Staff Transitions
  Receive support as placed professionals join your team and transition into their roles.

Outsourced HR Services

CRI CFO Hub provides scalable, customized HR support, from foundational HR infrastructure to strategic talent management. Businesses can outsource all or selected HR functions and work with experienced HR professionals without the overhead of a full in-house department. Services include compliance and risk management, employee policies and handbooks, recruitment and onboarding, benefits and compensation, performance management, employee relations, training, and HR technology. Support can complement an existing HR team or adapt as the organization’s needs change.

• Scale HR Support As Needs Change
  Adjust the level and scope of HR services as the business evolves, without building and maintaining a comparable full in-house department.
• Reduce HR Compliance Risks
  Get expert guidance on employment requirements and HR practices to help minimize legal exposure and potential penalties.
• Manage The Employee Lifecycle
  Establish consistent, compliant processes for recruitment, onboarding, employee development, and offboarding.
• Administer Benefits And Compensation
  Coordinate benefits program design and administration, including enrollment and employee communications, while supporting competitive offerings and cost control.
• Develop Compliant HR Policies
  Create tailored handbooks and policies that reflect organizational values, address regulatory requirements, and communicate expectations clearly.
• Work With A Dedicated HR Partner
  Maintain a consistent primary HR contact who understands the organization and coordinates support, with access to specialists depending on the service package.
• Establish Performance Management Systems
  Put performance management systems in place to support employee and organizational processes.
• Address Employee Relations Issues
  Access support for employee relations matters and workplace conflicts.
• Support Employee Development
  Provide training and professional development support for employees.
• Optimize HR Technology
  Get support implementing and optimizing HR technology to address the organization’s HR needs.
• Implement HR Support In Phases
  Use an assessment-led, phased implementation process designed to fit the scope of services and minimize disruption to operations.