Outsource Finance & Controllership

Part‑Time Outsourced CFO Services — Strategic Financial Leadership Without the Full‑Time Cost Get the financial insight of a CFO without

Part‑Time Outsourced CFO Services — Strategic Financial Leadership Without the Full‑Time Cost

Get the financial insight of a CFO without hiring one full time. Our outsourced CFO and controller services give small and mid‑sized businesses dedicated, experienced financial leadership to improve cash flow, increase profitability, and support growth.

What we deliver

  • Dedicated CFO or controller: A senior financial professional aligned with your business objectives.
  • Financial statements: Monthly, quarterly, and annual preparation with commentary.
  • Financial forecasting & budgeting: Cash‑flow projections, scenario modeling, and rolling forecasts.
  • Accounts payable & receivable oversight: Improve collections, vendor terms, and working capital.
  • Cash‑flow & profitability strategies: Actionable recommendations to boost liquidity and margins.
  • Strategic tax planning & compliance: Coordinate tax strategy with operational plans; manage sales, use, and payroll tax compliance.
  • Accounting systems & controls: Set up or optimize ERP/accounting software, internal controls, and month‑end close processes.
  • Board & lender reporting: Prepare packages and KPIs for investors, boards, and financiers.
  • M&A & financing support: Due diligence, valuation inputs, and capital‑raising analysis.

Why choose our CFO services

  • Affordable, scalable expertise tailored to your stage of growth
  • Proactive, data‑driven guidance you can act on immediately
  • Hands‑on support that integrates with your team and advisors

Ready to make better financial decisions and plan for growth? Contact us to schedule a consultation.

Ours services includes

Federal Tax and State
  • Dedicated CPA: A single point of contact to manage your company’s tax needs.
  • Federal& state income tax: Preparation and filing for all applicable jurisdictions.
  • Tax planning: Proven strategies to minimize tax liability and improve cash flow.
  • Entity selection & structuring: Guidance on S‑Corp, C‑Corp, LLC choices and reorganizations.
  • On‑call tax advice: Year‑round access to tax professionals for timely guidance.
  • Secure electronic storage: Encrypted storage for all tax documents.
  • State& local tax consulting: Incentives & credits, employment tax analysis, property tax, and sales & use tax strategies.
  • Sales tax compliance: Accurate sales tax calculations and filing.
  • Sales tax compliance: Stay ahead of changing State sales tax rules with nexus tracking
  • Cross boarder tax compliance: Tax reporting for US person cross boarder transaction.
  • Foreign tax credits: Avoid double taxation for US taxpayer 
  • Transfer Pricing: Ensure transactions between related entities in different counties are priced at “arm’s length”.
  • Tax accounting support: Quarterly/annual filing support, provision calculations, and ASC 740 analysis (valuation allowances, outside basis differences, indefinitely reinvested earnings, fixed asset reconciliation, share‑based payments, uncertain tax positions).
  • Transaction advisory: Tax accounting for acquisitions, dispositions, IPO readiness, carve‑out provisions, and fresh start accounting.

Future-focused technology powered by human insights helps you move forward with confidence.

Take charge of change and step into the future with the strength of our team supporting your goals.

That's the power of being understood. That's the power of WoodHouse CPA.

Inform your next step with our analysis of today's key drivers of change:

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Trusted CPA Services for
Every Stage

Tax & Advisory

Proactive tax planning, preparation, and compliance to minimize liability and support long-term strategy.

Accounting & Bookkeeping

Accurate, timely bookkeeping and financial reporting to keep your records audit-ready and decision-ready.

Business Solutions

Outsourced finance, controllership, and managed systems that streamline operations and boost profitability.

QuickBooks Services

Setup, cleanup, customization, and ongoing support to make QuickBooks work for your workflow.

Payroll

Reliable, compliant payroll processing that reduces costs and administrative burden (typical savings 20–30%).

Resources

Financial calculators, Client Portal, SecureSend, and tools to simplify collaboration and self-service.

Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away. (855) 928-2745

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