CFO Services

Strategic & Personalized CFO Guidance

CFO Services

Strategic & Personalized CFO Guidance

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Meet Our CFO Experts

Dan Littman
Tom Paquette

Partner & CFO Advisor

Brad Haller
Brad Haller

Director Of CFO Services

Tara Brown
Tara Brown

CFO Advisor

Dan Littman
Dan Littman

CFO Advisor

Bill Meier
Bill Meier

CFO Advisor

Dan Littman
Jeff Scheeler

CFO Advisor

Dan Littman
Paul Dorger

CFO Advisor

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Our CFOs Understand

Financial Stewardship

Their stewardship helps safeguard the organization’s assets and ensures its long-term financial viability.

Strategic Decision-Making

Their strategic guidance is instrumental in driving the company’s growth and competitiveness in the marketplace.

Risk Management

Implementing robust internal controls and risk management frameworks, CFOs help protect the organization from financial losses and reputational damage.

Investor Confidence

By providing transparent and accurate financial reporting, CFOs help build investor confidence and trust, which is essential for maintaining access to capital and supporting the company’s growth initiatives.

Operational Efficiency

By implementing sound financial management practices, CFOs help streamline processes, optimize resource allocation, and improve overall operational performance.

Compliance and Governance

Fostering a culture of compliance and transparency, CFOs help mitigate legal and regulatory risks.

Is there a difference between an accountant or bookkeeper and a CFO?

Yes!

Your accountant or bookkeeper deals with what’s happened in the past by tracking historical trends, income, and spending. A CFO is the only financial expert who predicts the future of your company’s finances. They analyze your financial data to determine where your business is going and how your actions impact your wealth months and years later. Business leaders use a CFO’s expertise to make strategic financial decisions and drive toward their goals.

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Navigating Complex Financial Landscapes

Is Easy with TP4 Advisors There to Guide You!

CFOs are integral to the success of an organization by providing financial leadership, strategic direction, risk management, and governance oversight. Responsible for overseeing the financial health of the organization, they implement robust internal controls and risk management frameworks, to help protect the organization from financial losses and reputational damage.

A CFO’s insights are essential for navigating complex financial landscapes, driving growth, and creating long-term value for shareholders and stakeholders.

Book Your Strategy Session Today

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What’s the difference between a CPA, Controller & a CFO?

CPA (Outside)
  • Some do bookkeeping
    and payroll
  • Historical reports
Controller (Internal)
  • Close the books, prepares accounting reports
  • Monitors AR and AP
  • Reviews transactions
  • Historical reports
CFO (Internal)
  • Focused on profitability, internal cash flow, working capital
  • Strategic and forward looking
  • Working with the business owner on goals and making the business better
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Our CFOs are fully trained with years of experience

Strong internal reporting, including management reports, budgets, forecasts, bank covenants, internal PL, BS, CF.

  • Remove the hassle and expense of continuing education
  • 20+ years of experience in a variety of industries working “in businesses”, not “for businesses”

  • Served as a CFO or larger company financial executive

  • Strong operations background. Not accountants….much more like a COO
  • Experts at driving internal cash flow
  • On-site can be the key! Usually every week

Speak To Our Experts
(513) 489-4874
or Request A Quote

Speak To Our Experts (513) 489-4874 or Request A Quote

Replaced full-time CFO with TP4’s CFO Guidance package

Reduced their total cost by 50% while increasing knowledge base and capabilities
  • Currently managing the financial process and understanding margins and inventory
  • Enhancing key relationships with bank, CPA firm, and Board of Advisors
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What People Are Saying

“We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services!”

Kelly Mahan, President, Under The Weather

“TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business!”

Dan Busken, President & CEO, Busken Bakery

“The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them.”

Matias Wigozki, Boston Signs and Graphics
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