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Financial Management and Consulting Services

We specialize in C-level financial management support.

We offer all types of senior-level financial management and accounting services, which are performed by experienced professionals.

M&A/Liquidity event

  • Buy and sell-side due diligence, including Quality of Earnings (Q of E) reviews
  • Develop business plans to raise capital
  • Introductions to sources of capital and other service providers
  • IPO readiness
  • Post-merger integration
  • Reverse merger accounting

Technical accounting

  • Quality control reviews of SEC reports, 10-Qs and 10-Ks
  • Evaluating and implementing internal controls
  • Regulatory reviews and compliance
  • Document accounting practices for audit support

Finance transformation

  • Recommendation and project management of the installation of new accounting systems
  • Business process improvement
  • Assessment of the accounting function
  • Finance function organizational studies


  • Establish/build accounting functions
  • Mentor CFOs and Controllers
  • Support the CEO

Planning and analysis

  • Strategic plans
  • Budgets
  • Forecasts
  • Dashboard development
  • Rating analysis evaluation

Crisis Management

  • Assist boards, audit committees and executive management navigate through crisis
  • Our crisis management service is provided by our most senior- level consultants. All have had held board positions.
  • Please see our Newsletter on our Crisis Management


  • Documentation of accounting policies and organization of work papers in advance of audit
  • Preparation of financial statements for private and public companies

Accounting and finance outsourcing

  • Interim CFO and Controller services
  • Part-time or fractional CFO and Controller services

Turnaround & Restructuring Advisory

Funding and Liquidity

  • Evaluate liquidity position
  • Prepare cash flow projections
  • Assess working capital needs
  • Evaluate long term financing needs
  • Provide introductions to new sources of financing
  • Connections to bankruptcy attorneys

Tactical Execution: restructure to right size your business

  • Streamline business processes
  • Evaluate overhead structure including human capital
  • Assess project, product and customer profitability
  • Support renegotiations of contracts
  • Identify cost reduction/margin enhancements opportunities
  • Develop KPIs

Strategic Assessments

  • Budgets, forecasts and 3 to 5-year business plans
  • Evaluate information technology platforms and opportunities
  • Evaluate competitive environment and opportunities
  • Guidance on strategic positioning of your company
  • Buy-side or sell-side support
  • Introduction to capital sources, such as private equity

David DeMuth, CPA, and Allan Tepper, CPA, have held senior-financial positions with companies ranging from Fortune 100 to technology startups. In 2006, they formed CFO Consulting Partners LLC with an initial focus on providing part-time and interim CFO services to public and private companies. While these services are still of great value to our clients, the firm has grown and now offers broad-based C-level financial management support. Today we are a consulting firm that provides senior-level financial management services to small and midsized public and private companies.

Why choose CFO Consulting Partners?

We are different from other finance and accounting consulting firms because we are:

  • All senior-level financial executives who have “have been there, done that.”
  • Team-based: Clients engage the entire firm and we work as a team to provide the best quality service.
  • Capable of working on exceptionally complex projects where the end result must be correct and delivered on time.
  • We serve clients across the United States in a wide range of industries, with concentrations in banking/financial institutions, private equity portfolio companies, manufacturing/distribution, business services, real estate/construction, and nonprofit.

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