Contact Us: 617.694.4600


  • Improve Senior Management Oversight, Control, and Planning
  • Improve Board Governance Process
  • Improve Financial Statement Reporting
  • Improve Budget Process
  • Streamline Accounting Processes
  • Improve Accounting Policies, Procedures, and Controls
  • Improve Efficient Monthly Closing Procedures
  • Prepare Policies and Procedures Manuals
  • Assist In Audit Preparation
  • Remediate Audit Deficiencies
  • Accounting System Conversion
  • Simplify Grant Accounting Procedures
  • Endowment Accounting Procedures

Part-time CFO/Controller Services

For organizations which cannot justify or afford the cost of a full-time CFO/Controller, we fill these roles on a part-time, “outsourced” basis. Time on site and overall effort are customized to the level of each client’s needs. Although we have a limited on-site presence, we are a 24/7 resource by phone or e-mail to Boards, Senior Management, and accounting staffs.

Our part-time services allow even the smallest entity to benefit from the highest level of professional financial management services. No matter what their size, our clients receive the most sophisticated service and advice to help them run their companies with the same expertise large companies have available in-house. We provide such services as:

  • Accounting system design and implementation
  • Financial statement design, preparation, and analysis
  • Cash flow forecasting and management
  • Bank credit negotiation and banking relationship management
  • Business plan preparation and forecasting reports
  • Streamline accounting processes and shorten the reporting cycle

We have been CFO’s and Controllers for companies in almost every industry from start-up to over $100 Million in revenue. Our nonprofit experience  includes a wide range of voluntary health and welfare and many other nonprofit entities.

Our industry experience includes:

  • Manufacturing
  • Chemical and pharmaceutical research
  • Distribution
  • Consulting
  • Retail Chains
  • Restaurants

Our nonprofit experience includes:

  • Anti-poverty programs
  • Community health programs
  • Civic and Community Organizations
  • Schools
  • Museums
  • Performing Arts organizations
  • Research and scientific organizations
  • Trade associations

We are only a phone call away. Call John Cohen at 617 694 4600 to discuss any aspect of your accounting and finance operations.