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

Interim CFO/Controller Roles

A sudden departure or extended illness can leave an organization without crucial leadership and create a costly void in operations, if only for a short time. We pride ourselves on our ability to parachute into organizations, integrate seamlessly into operations, and have an immediate positive impact.

For companies contemplating either a corporate sale or purchase, we are valued M&A operating managers and advisors.

Sample of Industries we have recently served:
- Aerospace Manufacturer ($30M – CFO)
- Retail ($3B – Head of Project Management Office)
- Consulting Services ($3B – Process Improvement Consultant)
- Nonprofit ($30M – Interim Controller)
- Pharmaceutical Manufacture ($20M Process Improvement Consultant)
- Restaurant and Night Club Chain ($20M – CFO).

And we’re not just “fill-in” managers. Although our presence is intended to be temporary, we believe our impact should be long-standing. Based on our many years experience with companies that are often larger or more sophisticated than our client, we can implement changes which increase our client’s productivity, reduce costs, and improve financial reporting and analysis. We often provide senior management with tools they never had but can continue to use long after we have departed. Even after the permanent position is filled, many of our clients continue to use us as an outside resource for specific assignments or advice in areas their permanent staff lack the expertise or the bandwidth for.

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.