cfoai.cpa

Our Services

At CFO Advisory and Accountancy,

we offer end-to-end CFO services designed to bring structure, clarity, and control to your finance function.

Our team combines deep financial expertise with advanced technology to help SMEs operate smarter and scale with confidence. ​

Virtual CFO Services

As your CFO, we focus on structuring and managing your internal finance team while implementing robust controls over financial reporting. Our approach ensures your operations are organized, compliant, and aligned with your business goals.

Financial Reporting & Analysis

• Daily financial reports provide real-time visibility into performance, eliminating the wait for month-end accounting. Clients gain timely insights that support faster, smarter financial decisions.

• AI-powered tools enhance financial analysis and reporting accuracy, helping clients stay proactive and performance-focused.

Cash Flow & Forecasting

Robust cash flow planning, budgeting, and financial modeling to ensure your business stays ahead of its commitments.

Automation & Workflow Optimization

Streamlined finance operations using AI-powered tools and ERP systems to reduce errors and save time.

ERP Implementation & Advisory

Selection, setup, and integration of Microsoft Dynamics 365 and other Microsoft solutions to automate and scale your back office — delivered by certified Microsoft partners.

Compliance & Internal Controls

Setup and review of internal financial controls, documentation, and procedures to support audit readiness and regulatory compliance.