We understand the office of the chief financial officer (OCFO) and the unique challenges and complexities that accompany the leadership and execution of a high performing financial organization.

Many CFOs and the teams they lead have a span of control over traditional accounting, financial reporting, finance and treasury functions, and also strategic areas such as mergers and acquisitions, partnerships, and company risk management. Many even have heavy influence and make significant contributions in areas ranging from human resources to technology.

As the role of the OCFO has been expanded, precious resources within accounting and finance organizations have naturally become stretched to capacity. In addition to the inherent structural demands, certain events often drive the requirement for highly capable external teams to provide assistance when it matters most. Baker Tilly has the resources and experience to assist your company.

We have vast experience in serving accounting and finance organizations - from middle market to large firms and from high-performing to underperforming organizations. Our practical yet proven approach to managing projects and assisting financial organizations leverages resources with extensive experience in both public accounting and in industry.

Our primary services include:

Financial reporting and compliance

  • Internal and external audit readiness
  • GAAP compliance
  • Financial restatements
  • Designing accounting policies and controls

Business operations and performance

  • Cash flow and treasury management
  • Accounting and finance process assessment
  • Operational performance review

Strategic and transaction support

  • Transaction support – M&A, carve-outs, spin-offs
  • Capital formation preparation (IPO)
  • Post-closing price adjustments (i.e. working capital measurement, closing balance sheet, earn-outs, etc.)
  • Purchase price allocations

Controller support

  • Audit readiness
  • GAAP compliance
  • Designing control procedures
  • Accounting policies
  • Account reconciliations
  • Financial statement preparation
  • Financial close assistance
  • Process improvement

CFO support

  • Transaction support
  • Valuation
  • Decision support
  • Financial planning and analysis
  • Cash flow and treasury management
  • Operational performance review
  • Income tax