Industries We Serve

Using our R-U-N framework, CF&O tailors each engagement to the realities of your industry, so your financial data drives decisions.

These are just a few of the sectors we serve:

Construction & Trades

  • Why they hire us: Detailed job and division-level costing, project progress tracking, and certified payroll.

  • Pain points solved: Cost overruns, compliance requirements on government-funded jobs.

Medical Practices

  • Why they hire us: Multi-entity reporting, HIPAA-compliant bookkeeping, and compensation tracking aligned with KPIs.

  • Pain points solved: Siloed data across providers, lack of controller-level financial oversight in growing groups.

Non-Profits

  • Why they hire us: Grant tracking, audit-ready financials, and outsourced controller support.

  • Pain points solved: Overwhelmed internal finance teams, complexity in managing funding restrictions.

Service-Based Firms

  • Why they hire us: Subscription revenue recognition, cash flow forecasting, and real-time dashboards.

  • Pain points solved: Unpredictable income patterns, limited resources for full-time financial staff.

Confidential / High-Net-Worth / Celebrity Clients

Privacy is paramount for many of our most complex client relationships. CF&O operates with strict confidentiality and relies on long-term trust (no name-dropping) for referrals.

Why These Sectors Choose CF&O

Top-Tier Certifications: QuickBooks Elite ProAdvisor (Online & Desktop), Xero Certified Advisor

Controller-level Expertise: Formal Financial Close, KPI Reviews, Budgeting & Cash-Flow forecasts built into bundles

Flexible Bundles: Core / Enhanced / Full Service / Advanced

Proven Onboarding: 90-day integration plan limits disruption

Ready to let our experts assist you?

Our custom bookkeeping, advisory and controller service engagements start at just $500/month.
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