CFO Consulting Partners

CFO Consulting Partners We are a consulting firm that provides senior-level financial management services to small and midsized public and private companies.

Industry context matters when financial decisions affect growth, risk, and long-term value.CFO Consulting Partners works...
08/31/2026

Industry context matters when financial decisions affect growth, risk, and long-term value.

CFO Consulting Partners works with organizations across financial services and insurance, private equity portfolio companies, technology, manufacturing and distribution, business services, real estate, healthcare, and life sciences.

Our consultants combine senior-level finance experience with an understanding of the operating challenges that vary from one sector to another.

Explore the industries we serve:
https://cfoconsultingpartners.com/industries/

Revenue recognition errors can undermine confidence at the moment a company needs reliable financial statements most.A p...
08/28/2026

Revenue recognition errors can undermine confidence at the moment a company needs reliable financial statements most.

A pipe fittings and forgings company had treated certain customer deposits as income before the related merchandise was shipped, resulting in financial statements that were not prepared in accordance with GAAP.

CFO Consulting Partners analyzed billing, invoice, shipping, and contract data, then restated the company’s financial statements. The corrected reporting restored investor confidence and supported the company through an acquisition.

Read the full case study:
https://cfoconsultingpartners.com/cfo-case-studies/restating-financial-statements-forgings/

Technical accounting cannot always be treated as an extra task for an already busy controller.New transactions, evolving...
08/26/2026

Technical accounting cannot always be treated as an extra task for an already busy controller.

New transactions, evolving accounting guidance, policy documentation, financial-statement preparation, and regulatory expectations require focused ownership.

This article explains how a dedicated accounting-policy resource can strengthen a bank’s finance team, improve documentation, and help leadership respond more effectively to auditors, regulators, and audit committees.

Read the full article:
https://cfoconsultingpartners.com/cfo-resources/what-bank-cfos-are-missing-from-their-finance-team/

Every business reaches a point where financial decisions become more complex—but hiring a full-time executive team isn't...
08/24/2026

Every business reaches a point where financial decisions become more complex—but hiring a full-time executive team isn't always the right answer.

CFO Consulting Partners provides experienced CFOs, Controllers, and finance professionals who help organizations strengthen financial reporting, improve operational performance, support strategic growth, and prepare for important milestones such as acquisitions, capital raises, audits, and business transitions.

Our team works alongside management to deliver practical financial leadership tailored to each organization's needs, whether it's a short-term project or long-term strategic support.

Learn more about who we are and how we help organizations navigate complex financial challenges:

https://cfoconsultingpartners.com/about-us/

A transaction can lose momentum when financial questions surface too late.CFO Consulting Partners supports buyers, selle...
08/21/2026

A transaction can lose momentum when financial questions surface too late.

CFO Consulting Partners supports buyers, sellers, and leadership teams through Quality of Earnings reviews, financial due diligence, capital planning, IPO readiness, and post-merger integration.

The goal is to provide clearer financial information, address back-office issues, and help management move through a liquidity event with greater preparation and control.

Learn more about our M&A and liquidity event services:
https://cfoconsultingpartners.com/cfo-service-post-type/ma-liquidity-event/

Growth can strain a business long before revenue begins to slow.Outdated systems, limited forecasting, and operational b...
08/19/2026

Growth can strain a business long before revenue begins to slow.

Outdated systems, limited forecasting, and operational bottlenecks can make it difficult for leadership to see what the next stage of growth will require.

The Growth Architect explores eight drivers of sustainable growth and shows how stronger financial infrastructure can help a company become more resilient, scalable, and prepared for change.

Download the e-book:
https://cfoconsultingpartners.com/download_tool/the-growth-architect-building-the-financial-infrastructure-for-scalable-growth-success/

Investor questions are difficult to answer when the finance function is not yet organized.As a FinTech startup was prepa...
08/17/2026

Investor questions are difficult to answer when the finance function is not yet organized.

As a FinTech startup was preparing for Series A funding, it needed to separate personal and business activity, establish reliable accounting processes, improve controls, forecast cash flow, and build an investor-ready data room.

CFO Consulting Partners helped organize the company’s finance operations, transition to accrual accounting, develop a financial model, and create more reliable reporting for management and potential investors.

Read the full case study:
https://cfoconsultingpartners.com/cfo-case-studies/planning-analysis-financial-services-fintech-startuptech/

Meet Larry Davis, CPA, Director at CFO Consulting Partners.Larry brings decades of executive financial leadership and de...
08/14/2026

Meet Larry Davis, CPA, Director at CFO Consulting Partners.

Larry brings decades of executive financial leadership and deep expertise in banking, accounting, financial reporting, regulatory compliance, and strategic finance. Throughout his career, he has helped organizations strengthen finance operations, improve reporting processes, and navigate complex business challenges with confidence.

In addition to advising clients, Larry regularly shares practical insights on topics affecting financial institutions and finance leaders, helping businesses stay ahead of evolving accounting and regulatory developments.

Learn more about Larry and our experienced team:

https://cfoconsultingpartners.com/our-team/ -davis

Third-party lending can expand a bank’s portfolio, but it also introduces new financial, operational, and regulatory con...
08/12/2026

Third-party lending can expand a bank’s portfolio, but it also introduces new financial, operational, and regulatory considerations.

When the CFO and finance team are involved early, leadership can better evaluate risk, confirm strategic fit, maintain timely information flow, and address accounting and compliance requirements before ex*****on.

Explore the finance team’s role in building a more disciplined third-party lending process:
https://cfoconsultingpartners.com/cfo-resources/cfos-role-in-successful-bank-third-party-lending-programs/

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10 Nassau Street , Suite 21
Princeton, NJ
08542

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