Outsourced CFO and Advisory Services

Porter Accounting LLC offers fractional CFO services starting at $150 per hour, with custom quotes for financial strategy projects. Controller services start at $100 per hour, and monthly accounting plans start at $850 per month, with the Advanced plan at $2,100 per month including close oversight and audit prep. ASC 606, ERP, and one-time audit preparation work are quoted by scope.

An outsourced CFO provides senior financial leadership without a full-time internal hire: cash flow forecasting, budgeting, KPI tracking, financial analysis, and strategic planning, plus support for financing, investor reporting, and due diligence. Porter Accounting LLC pairs that CFO role with controller close oversight, GAAP reporting, and technical accounting, so the strategy rests on reliable numbers.

Outsourced CFO services place an external team in the finance leadership role. With Porter Accounting LLC, that can mean forecasting, budgeting, strategy, and performance analysis at the top, supported by controller-level close, GAAP financial statements, ASC 606 revenue recognition, audit readiness, and bookkeeping. You choose the layers you need, and the scope can grow with the business.

CFO advisory services give owners and executives strategic financial guidance on specific decisions or ongoing planning. Examples include evaluating growth plans, preparing for a loan or investment, getting ready for an audit or due diligence, improving margins, and building investor reporting. Porter Accounting LLC tailors advisory work to the question at hand, from a single project to a continuing engagement.

Both options exist. Fractional CFO services start at $150 per hour for ongoing work. Defined efforts such as a financial strategy project, ASC 606 implementation, ERP setup, or one-time audit preparation receive a custom quote. Many clients combine an hourly CFO engagement with a monthly accounting plan so the books and close stay current underneath.

Yes. Bookkeeping is the foundation of the outsourced finance function. Porter Accounting LLC records and categorizes transactions, reconciles bank and credit card accounts, and prepares monthly statements. From there, controller review, GAAP reporting, and CFO analysis build on the same records, which avoids the gaps that appear when books and strategy sit with different providers.

Outsourced CFO support suits growing businesses that need more than bookkeeping but not a full internal finance department. Porter Accounting LLC supports companies in SaaS, manufacturing, construction, consumer packaged goods, retail, franchise, and similar environments. It is especially useful ahead of financing, an audit, due diligence, an ERP change, or when revenue recognition becomes complex.

Yes. Porter Accounting LLC provides outsourced CFO and advisory services virtually across the United States, with in-person appointments in supported areas. Available services include fractional CFO strategy, controller support, GAAP financial statements, ASC 606 revenue recognition, audit preparation support, cash flow forecasting, budgeting, accounting system setup, and bookkeeping.

Yes. Porter Accounting LLC tightens the close, reconciles balance sheet accounts, prepares GAAP statements and supporting schedules, and organizes the auditor’s PBC requests. Porter does not perform audits or issue opinions. The goal is to have your records ready so the engagement with your external auditor or CPA runs efficiently.

Yes. Advisory work can include preparing financial information for due diligence, building recurring investor reporting packages, and supporting M&A transactions with clean, GAAP-basis numbers and organized schedules. Porter Accounting LLC does not act as a broker or legal advisor; the focus is on the accounting and financial reporting side.

It can. For businesses with subscriptions, multi-element contracts, or long-term projects, Porter Accounting LLC applies the ASC 606 five-step model, sets up deferred revenue schedules, and keeps them current each close. That keeps reported revenue consistent for investors and lenders and makes forecasts easier to reconcile to actual results.

A controller owns historical accuracy: the close, reconciliations, accruals, and GAAP statements. A CFO owns the forward view: forecasts, budgets, KPIs, and strategy. An outsourced CFO and advisory engagement can include both roles, or start with one and add the other as the business grows.