Year-end CFO/Controller Projects

Posted on November 7, 2022November 7, 2022

As the year winds down, finance leaders are focused on tax compliance readiness, year-end strategies to optimize 2022 tax, and budgeting and forecasting for 2023. For many, this time of year means workload compression, as your resources remain constant.

AAFCPAs Managed Accounting & Advisory practice is available to provide specialized resource enhancements, including access to our team of seasoned Consulting CFOs and Controllers, to help you manage these year-end demands.

How may we help you?

Tax Compliance Readiness
Cash management, financial forecasts & projections in collaboration with your team
Custom reporting for funders (Private Equity & Venture Capital Investors, Owners/Shareholders, Donors, Grants)
Board and finance committee meeting preparation and presentations
Providing supporting documentation for bonus/incentive compensation
Developing & reporting on Key Performance Indicators
Preparation and drafting of annual financial statements and notes
Assistance with Audit Preparation
And more!

(Certain services may not be performed for attestation clients.)

Our team includes Consulting CFOs and Controllers with extensive expertise serving as a source of financial guidance as an extended member of client management teams.

To learn more about supplementing your accounting & finance function, please contact Janice O’Reilly, CPA, CGMA, 774.512.9046, joreilly@nullaafcpa.com; Joyce Ripianzi, CPA at 774.512.9042, jripianzi@nullaafcpa.com; or your AAFCPAs Partner.

About the Authors

Janice O’Reilly, CPA, CGMA

Janice is a Partner in the Consulting Division of AAFCPAs and advisor and former leader of the Managed Accounting Solutions (MAS) practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function. Public, privately-held, and nonprofit organizations value the pragmatic assessment, infrastructure set-up, and flawless execution of their accounting & finance deliverables—all completed with the resources and technical expertise of AAFCPAs’ full-service CPA and consulting firm.

Joyce Ripianzi, CPA

Joyce is a Partner in the Consulting Division of AAFCPAs and a member of the firm’s growing Managed Accounting Solutions (MAS) practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function. Joyce has 30+ years of diverse experience in public accounting at national and regional CPA and consulting firms. She is also a former CFO of an 18-million-dollar organization.