Your controller or CFO tells you they are resigning or taking medical leave. Maybe you are lacking senior level financial management and leadership, but can’t afford the full time salary in your budget. Or maybe you need strategic financial planning assistance, but your accounting department capabilities are already stretched to their limit.

You need immediate, savvy and experienced short-term or intermittent accounting and financial management help? Then you need Zoglio Financial Management Solutions.

We provide the following services: 

  • Interim and part-time controller and CFO services
  • Financial management planning and analysis
  • Accounting and income tax preparation 
  • Budgeting, projections, financial modeling, feasibility and proforma analysis
  • Internal control analysis and best practices recommendations
  • Financial due diligence
  • Tax-exempt organization UBTI and related income tax issues
  • Audit preparation and readiness
  • 401(k) plan compliance gap analysis
  • Accounting / audit training and educational presentations on selected financial topics