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affluent cpa

About Us

Affluent Financial Services is a US Based CPA firm. Our core services include Financial Audits, CFO Services, Bookkeeping & Tax Services.

Consultation

Contact Info

Contact Us

Contact Us

(301) 921 8585

Outsourced CFO Services
Successfully Providing Public Accounting Services for 30 + Years

Outsourced CFO Services

Financial Planning & Analysis

We work with companies across industry verticals in delivering the CFO agenda. We take full charge of the company's CFO/ Head of Finance function as their permanent or interim CFO.

 

The engagement model is offsite remotely provided CFO services delivered through a strong engagement framework and taking complete ownership of the Finance & Accounting function.

Our CFO Services include

Strategy/ Governance

  • Sounding board to CEO/Founders
  • Develop, maintain and improve Governance Standards
  • Succession Planning
  • Establishing Advisory Boards

Partner Assurance

  • Vendor/Distributor Due Diligence
  • Vendor/Distributor IT Implementation

Business Plans

  • Development of Promoter's Vision/ Mission Statement
  • 5 year Company business plan
  • 1 year Budgets
  • Monthly Review Meetings

Fund Raising

  • Raising/ Restructuring Bank loans
  • Private Equity
  • Assistance with pre-IPO preparation

Business Improvement

  • Improvements in existing Business Processes
  • Risk Management
  • Cost reduction and efficiency improvement
  • Product and Customer rationalization
  • ERP/BI Tool implementations

Decision Making

  • MIS Dashboard development
  • Customer and Product Profitability
  • Treasury Management
  • Recruitment of a professional Top Management team
  • Performance Management systems for employees

Operational Support

  • Routine accounting compliances
  • IFRS assistance
  • Preparation for GST
  • Complex Accounting Reconciliations
  • AR Recovery Solutions

Deal Assistance

  • Data Room Preparation
  • Liaison with potential acquirers, targets or collaborators
  • Liaison with foreign partners
  • Deal negotiations with vendors and customers
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