CFO Services
Turn Finance Into Your Growth Engine
Strategic CFO guidance powered by AI-driven insights. Make confident decisions with real-time visibility, proactive planning, and expert leadership without the full-time CFO cost.
CFO Services
Turn Finance Into Your Growth Engine
Strategic CFO guidance powered by AI-driven insights. Make confident decisions with real-time visibility, proactive planning, and expert leadership without the full-time CFO cost.
CFO Services
Turn Finance Into Your Growth Engine
Strategic CFO guidance powered by AI-driven insights. Make confident decisions with real-time visibility, proactive planning, and expert leadership without the full-time CFO cost.
CFO Services
Turn Finance Into Your Growth Engine
Strategic CFO guidance powered by AI-driven insights. Make confident decisions with real-time visibility, proactive planning, and expert leadership without the full-time CFO cost.
Strategic Clarity
CFO Level Strategy Without CFO Level Overhead
Most growing businesses face a critical gap: they've outgrown basic bookkeeping but aren't ready for a full-time CFO. That gap costs you opportunities, cash flow surprises, and strategic momentum.
Our CFO Advisory services bridge that divide. You get executive-level financial strategy, AI-powered insights, and proactive guidance scaled to your needs. We work alongside your leadership to transform finance from a reporting function into a strategic growth engine.
Unlike traditional firms focused on compliance, we lead with advisory. Technology handles data precision; our team handles strategic decisions. The result? Faster, more confident choices backed by real-time intelligence and expertise.
How We Help
Strategic CFO support tailored to your growth stage.
Transaction Readiness & M&A Support
Preparing for acquisition, divestiture, IPO, or major financing? We ensure your finance function performs under scrutiny.
What we deliver:
Financial due diligence preparation and gap analysis.
Quality of earnings assessments.
Data room preparation and documentation.
Management presentation development.
Post-transaction integration planning.
Investor-ready financial reporting standards
Transaction Readiness & M&A Support
Preparing for acquisition, divestiture, IPO, or major financing? We ensure your finance function performs under scrutiny.
What we deliver:
Financial due diligence preparation and gap analysis.
Quality of earnings assessments.
Data room preparation and documentation.
Management presentation development.
Post-transaction integration planning.
Investor-ready financial reporting standards
Transaction Readiness & M&A Support
Preparing for acquisition, divestiture, IPO, or major financing? We ensure your finance function performs under scrutiny.
What we deliver:
Financial due diligence preparation and gap analysis.
Quality of earnings assessments.
Data room preparation and documentation.
Management presentation development.
Post-transaction integration planning.
Investor-ready financial reporting standards
Transaction Readiness & M&A Support
Preparing for acquisition, divestiture, IPO, or major financing? We ensure your finance function performs under scrutiny.
What we deliver:
Financial due diligence preparation and gap analysis.
Quality of earnings assessments.
Data room preparation and documentation.
Management presentation development.
Post-transaction integration planning.
Investor-ready financial reporting standards
Transaction Readiness & M&A Support
Preparing for acquisition, divestiture, IPO, or major financing? We ensure your finance function performs under scrutiny.
What we deliver:
Financial due diligence preparation and gap analysis.
Quality of earnings assessments.
Data room preparation and documentation.
Management presentation development.
Post-transaction integration planning.
Investor-ready financial reporting standards
Transaction Readiness & M&A Support
Preparing for acquisition, divestiture, IPO, or major financing? We ensure your finance function performs under scrutiny.
What we deliver:
Financial due diligence preparation and gap analysis.
Quality of earnings assessments.
Data room preparation and documentation.
Management presentation development.
Post-transaction integration planning.
Investor-ready financial reporting standards
Strategic Planning & Forecasting
Move beyond static budgets. We build dynamic, data-driven models that help you test scenarios, anticipate challenges, and seize opportunities.
What we deliver:
Rolling cash flow forecasts
Annual operating plans with quarterly updates
Scenario modeling for strategic decisions
Revenue and profitability projections
Resource allocation optimization
KPI framework development and tracking
Strategic Planning & Forecasting
Move beyond static budgets. We build dynamic, data-driven models that help you test scenarios, anticipate challenges, and seize opportunities.
What we deliver:
Rolling cash flow forecasts
Annual operating plans with quarterly updates
Scenario modeling for strategic decisions
Revenue and profitability projections
Resource allocation optimization
KPI framework development and tracking
Strategic Planning & Forecasting
Move beyond static budgets. We build dynamic, data-driven models that help you test scenarios, anticipate challenges, and seize opportunities.
What we deliver:
Rolling cash flow forecasts
Annual operating plans with quarterly updates
Scenario modeling for strategic decisions
Revenue and profitability projections
Resource allocation optimization
KPI framework development and tracking
Strategic Planning & Forecasting
Move beyond static budgets. We build dynamic, data-driven models that help you test scenarios, anticipate challenges, and seize opportunities.
What we deliver:
Rolling cash flow forecasts
Annual operating plans with quarterly updates
Scenario modeling for strategic decisions
Revenue and profitability projections
Resource allocation optimization
KPI framework development and tracking
Strategic Planning & Forecasting
Move beyond static budgets. We build dynamic, data-driven models that help you test scenarios, anticipate challenges, and seize opportunities.
What we deliver:
Rolling cash flow forecasts
Annual operating plans with quarterly updates
Scenario modeling for strategic decisions
Revenue and profitability projections
Resource allocation optimization
KPI framework development and tracking
Strategic Planning & Forecasting
Move beyond static budgets. We build dynamic, data-driven models that help you test scenarios, anticipate challenges, and seize opportunities.
What we deliver:
Rolling cash flow forecasts
Annual operating plans with quarterly updates
Scenario modeling for strategic decisions
Revenue and profitability projections
Resource allocation optimization
KPI framework development and tracking
Performance Improvement & Cost Optimization
Identify where you're leaving margin on the table. We find opportunities to boost profitability without compromising growth.
What we deliver:
Margin analysis by product, service, or customer
Operating expense benchmarking and optimization
Pricing strategy assessment
Process efficiency improvements
Working capital optimization
Profitability enhancement roadmaps
Performance Improvement & Cost Optimization
Identify where you're leaving margin on the table. We find opportunities to boost profitability without compromising growth.
What we deliver:
Margin analysis by product, service, or customer
Operating expense benchmarking and optimization
Pricing strategy assessment
Process efficiency improvements
Working capital optimization
Profitability enhancement roadmaps
Performance Improvement & Cost Optimization
Identify where you're leaving margin on the table. We find opportunities to boost profitability without compromising growth.
What we deliver:
Margin analysis by product, service, or customer
Operating expense benchmarking and optimization
Pricing strategy assessment
Process efficiency improvements
Working capital optimization
Profitability enhancement roadmaps
Performance Improvement & Cost Optimization
Identify where you're leaving margin on the table. We find opportunities to boost profitability without compromising growth.
What we deliver:
Margin analysis by product, service, or customer
Operating expense benchmarking and optimization
Pricing strategy assessment
Process efficiency improvements
Working capital optimization
Profitability enhancement roadmaps
Performance Improvement & Cost Optimization
Identify where you're leaving margin on the table. We find opportunities to boost profitability without compromising growth.
What we deliver:
Margin analysis by product, service, or customer
Operating expense benchmarking and optimization
Pricing strategy assessment
Process efficiency improvements
Working capital optimization
Profitability enhancement roadmaps
Performance Improvement & Cost Optimization
Identify where you're leaving margin on the table. We find opportunities to boost profitability without compromising growth.
What we deliver:
Margin analysis by product, service, or customer
Operating expense benchmarking and optimization
Pricing strategy assessment
Process efficiency improvements
Working capital optimization
Profitability enhancement roadmaps
Management Reporting & Board Communications
Transform data into clarity. We design reports and dashboards that tell your story and empower confident decision-making.
What we deliver:
Executive dashboard development
Board presentation packages
Monthly management reports with variance analysis
Real-time performance monitoring systems
Custom reporting for stakeholder needs
Visual data storytelling that drives action
Management Reporting & Board Communications
Transform data into clarity. We design reports and dashboards that tell your story and empower confident decision-making.
What we deliver:
Executive dashboard development
Board presentation packages
Monthly management reports with variance analysis
Real-time performance monitoring systems
Custom reporting for stakeholder needs
Visual data storytelling that drives action
Management Reporting & Board Communications
Transform data into clarity. We design reports and dashboards that tell your story and empower confident decision-making.
What we deliver:
Executive dashboard development
Board presentation packages
Monthly management reports with variance analysis
Real-time performance monitoring systems
Custom reporting for stakeholder needs
Visual data storytelling that drives action
Management Reporting & Board Communications
Transform data into clarity. We design reports and dashboards that tell your story and empower confident decision-making.
What we deliver:
Executive dashboard development
Board presentation packages
Monthly management reports with variance analysis
Real-time performance monitoring systems
Custom reporting for stakeholder needs
Visual data storytelling that drives action
Management Reporting & Board Communications
Transform data into clarity. We design reports and dashboards that tell your story and empower confident decision-making.
What we deliver:
Executive dashboard development
Board presentation packages
Monthly management reports with variance analysis
Real-time performance monitoring systems
Custom reporting for stakeholder needs
Visual data storytelling that drives action
Management Reporting & Board Communications
Transform data into clarity. We design reports and dashboards that tell your story and empower confident decision-making.
What we deliver:
Executive dashboard development
Board presentation packages
Monthly management reports with variance analysis
Real-time performance monitoring systems
Custom reporting for stakeholder needs
Visual data storytelling that drives action
Treasury & Cash Flow Management
Cash is king, visibility is power. We help you manage liquidity, optimize working capital, and plan for the road ahead.
What we deliver:
Daily cash positioning and forecasting
Working capital management strategies
Credit facility optimization and banking relationships
Cash conversion cycle improvement
Treasury policy development
Liquidity stress testing
Treasury & Cash Flow Management
Cash is king, visibility is power. We help you manage liquidity, optimize working capital, and plan for the road ahead.
What we deliver:
Daily cash positioning and forecasting
Working capital management strategies
Credit facility optimization and banking relationships
Cash conversion cycle improvement
Treasury policy development
Liquidity stress testing
Treasury & Cash Flow Management
Cash is king, visibility is power. We help you manage liquidity, optimize working capital, and plan for the road ahead.
What we deliver:
Daily cash positioning and forecasting
Working capital management strategies
Credit facility optimization and banking relationships
Cash conversion cycle improvement
Treasury policy development
Liquidity stress testing
Treasury & Cash Flow Management
Cash is king, visibility is power. We help you manage liquidity, optimize working capital, and plan for the road ahead.
What we deliver:
Daily cash positioning and forecasting
Working capital management strategies
Credit facility optimization and banking relationships
Cash conversion cycle improvement
Treasury policy development
Liquidity stress testing
Treasury & Cash Flow Management
Cash is king, visibility is power. We help you manage liquidity, optimize working capital, and plan for the road ahead.
What we deliver:
Daily cash positioning and forecasting
Working capital management strategies
Credit facility optimization and banking relationships
Cash conversion cycle improvement
Treasury policy development
Liquidity stress testing
Treasury & Cash Flow Management
Cash is king, visibility is power. We help you manage liquidity, optimize working capital, and plan for the road ahead.
What we deliver:
Daily cash positioning and forecasting
Working capital management strategies
Credit facility optimization and banking relationships
Cash conversion cycle improvement
Treasury policy development
Liquidity stress testing
Financial Reporting & Month-End Close
Simplify your close process. Get accurate, timely financial statements that support strategic decisions and external stakeholder confidence.
What we deliver:
Streamlined close process design
GAAP-compliant financial statements
Technical accounting guidance
Audit preparation and support
Close calendar and checklist development
Automation of routine closing tasks
Financial Reporting & Month-End Close
Simplify your close process. Get accurate, timely financial statements that support strategic decisions and external stakeholder confidence.
What we deliver:
Streamlined close process design
GAAP-compliant financial statements
Technical accounting guidance
Audit preparation and support
Close calendar and checklist development
Automation of routine closing tasks
Financial Reporting & Month-End Close
Simplify your close process. Get accurate, timely financial statements that support strategic decisions and external stakeholder confidence.
What we deliver:
Streamlined close process design
GAAP-compliant financial statements
Technical accounting guidance
Audit preparation and support
Close calendar and checklist development
Automation of routine closing tasks
Financial Reporting & Month-End Close
Simplify your close process. Get accurate, timely financial statements that support strategic decisions and external stakeholder confidence.
What we deliver:
Streamlined close process design
GAAP-compliant financial statements
Technical accounting guidance
Audit preparation and support
Close calendar and checklist development
Automation of routine closing tasks
Financial Reporting & Month-End Close
Simplify your close process. Get accurate, timely financial statements that support strategic decisions and external stakeholder confidence.
What we deliver:
Streamlined close process design
GAAP-compliant financial statements
Technical accounting guidance
Audit preparation and support
Close calendar and checklist development
Automation of routine closing tasks
Financial Reporting & Month-End Close
Simplify your close process. Get accurate, timely financial statements that support strategic decisions and external stakeholder confidence.
What we deliver:
Streamlined close process design
GAAP-compliant financial statements
Technical accounting guidance
Audit preparation and support
Close calendar and checklist development
Automation of routine closing tasks
Finance Systems & Technology Enablement
Build a scalable, data-driven finance function. We align your people, processes, and technology to support growth without adding headcount.
What we deliver:
ERP and financial system selection and implementation
Chart of accounts restructuring
Process automation and workflow optimization
Integration of finance tools and data sources
AI-powered analytics deployment
Finance team capability building
Finance Systems & Technology Enablement
Build a scalable, data-driven finance function. We align your people, processes, and technology to support growth without adding headcount.
What we deliver:
ERP and financial system selection and implementation
Chart of accounts restructuring
Process automation and workflow optimization
Integration of finance tools and data sources
AI-powered analytics deployment
Finance team capability building
Finance Systems & Technology Enablement
Build a scalable, data-driven finance function. We align your people, processes, and technology to support growth without adding headcount.
What we deliver:
ERP and financial system selection and implementation
Chart of accounts restructuring
Process automation and workflow optimization
Integration of finance tools and data sources
AI-powered analytics deployment
Finance team capability building
Finance Systems & Technology Enablement
Build a scalable, data-driven finance function. We align your people, processes, and technology to support growth without adding headcount.
What we deliver:
ERP and financial system selection and implementation
Chart of accounts restructuring
Process automation and workflow optimization
Integration of finance tools and data sources
AI-powered analytics deployment
Finance team capability building
Finance Systems & Technology Enablement
Build a scalable, data-driven finance function. We align your people, processes, and technology to support growth without adding headcount.
What we deliver:
ERP and financial system selection and implementation
Chart of accounts restructuring
Process automation and workflow optimization
Integration of finance tools and data sources
AI-powered analytics deployment
Finance team capability building
Finance Systems & Technology Enablement
Build a scalable, data-driven finance function. We align your people, processes, and technology to support growth without adding headcount.
What we deliver:
ERP and financial system selection and implementation
Chart of accounts restructuring
Process automation and workflow optimization
Integration of finance tools and data sources
AI-powered analytics deployment
Finance team capability building
How we help:
We support SPACs from formation through merger with:
SEC registration and audit coordination
Pro-forma financials and disclosures
Financial reporting and compliance
Project management across each stage
AI & Digital Finance Transformation
Transforming traditional finance into real-time, intelligent operations.
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Smarter Forecasts
We use AI tools that update your forecasts automatically as your business changes, so you always know what's coming next.
Less Manual Work
outine tasks like reconciliations and monthly close can be automated, saving your team hours of time every week.
Clear Insights, Not Just Reports
AI helps identify patterns, risks, or unusual trends early—giving you the information you need before problems arise.
Dashboards That Make Sense
We bring your data together (QuickBooks, ERP, CRM, etc.) and turn it into simple, visual dashboards that show exactly how your business is performing.
AI & Digital Finance Transformation
Transforming traditional finance into real-time, intelligent operations.
Smarter Forecasts
We use AI tools that update your forecasts automatically as your business changes, so you always know what's coming next.
Less Manual Work
outine tasks like reconciliations and monthly close can be automated, saving your team hours of time every week.
Clear Insights, Not Just Reports
AI helps identify patterns, risks, or unusual trends early—giving you the information you need before problems arise.
Dashboards That Make Sense
We bring your data together (QuickBooks, ERP, CRM, etc.) and turn it into simple, visual dashboards that show exactly how your business is performing.
AI & Digital Finance Transformation
Transforming traditional finance into real-time, intelligent operations.
Smarter Forecasts
We use AI tools that update your forecasts automatically as your business changes, so you always know what's coming next.
Less Manual Work
outine tasks like reconciliations and monthly close can be automated, saving your team hours of time every week.
Clear Insights, Not Just Reports
AI helps identify patterns, risks, or unusual trends early—giving you the information you need before problems arise.
Dashboards That Make Sense
We bring your data together (QuickBooks, ERP, CRM, etc.) and turn it into simple, visual dashboards that show exactly how your business is performing.
AI & Digital Finance Transformation
Transforming traditional finance into real-time, intelligent operations.
Smarter Forecasts
We use AI tools that update your forecasts automatically as your business changes, so you always know what's coming next.
Less Manual Work
outine tasks like reconciliations and monthly close can be automated, saving your team hours of time every week.
Clear Insights, Not Just Reports
AI helps identify patterns, risks, or unusual trends early—giving you the information you need before problems arise.
Dashboards That Make Sense
We bring your data together (QuickBooks, ERP, CRM, etc.) and turn it into simple, visual dashboards that show exactly how your business is performing.
"Your finance team becomes more confident, more efficient, and more strategic. Instead of chasing numbers, you finally get the time and clarity to focus on growth."
"Your finance team becomes more confident, more efficient, and more strategic. Instead of chasing numbers, you finally get the time and clarity to focus on growth."
The outcome
Why choose us?
Why Choose JHS USA for CFO Services
AI-Powered Intelligence, Human Strategic Insight
We built our practice around technology from day one. AI handles data analysis, pattern recognition, and routine forecasting while our CFOs focus on what matters most interpreting results, shaping strategy, and guiding your business forward. You get precision analytics paired with strategic wisdom.
Proactive Partnership, Not Reactive Reporting
We've built our service model around responsiveness and foresight. Real-time dashboards, proactive communication, and strategic check-ins mean you see issues before they become problems and opportunities before your competitors do. No more waiting days for answers or surprises in your numbers.
Flexible Engagement, Scalable Support
Whether you need ongoing strategic guidance or project-based expertise, our engagement model scales with your business. No long-term contracts, no forced packages just the CFO-level support you need, exactly when you need it. Start small, grow as your needs evolve.
Why choose us?
Why Choose JHS USA for CFO Services
AI-Powered Intelligence, Human Strategic Insight
We built our practice around technology from day one. AI handles data analysis, pattern recognition, and routine forecasting while our CFOs focus on what matters most interpreting results, shaping strategy, and guiding your business forward. You get precision analytics paired with strategic wisdom.
Proactive Partnership, Not Reactive Reporting
We've built our service model around responsiveness and foresight. Real-time dashboards, proactive communication, and strategic check-ins mean you see issues before they become problems and opportunities before your competitors do. No more waiting days for answers or surprises in your numbers.
Flexible Engagement, Scalable Support
Whether you need ongoing strategic guidance or project-based expertise, our engagement model scales with your business. No long-term contracts, no forced packages just the CFO-level support you need, exactly when you need it. Start small, grow as your needs evolve.
Why choose us?
Why Choose JHS USA for CFO Services
AI-Powered Intelligence, Human Strategic Insight
We built our practice around technology from day one. AI handles data analysis, pattern recognition, and routine forecasting while our CFOs focus on what matters most interpreting results, shaping strategy, and guiding your business forward. You get precision analytics paired with strategic wisdom.
Proactive Partnership, Not Reactive Reporting
We've built our service model around responsiveness and foresight. Real-time dashboards, proactive communication, and strategic check-ins mean you see issues before they become problems and opportunities before your competitors do. No more waiting days for answers or surprises in your numbers.
Flexible Engagement, Scalable Support
Whether you need ongoing strategic guidance or project-based expertise, our engagement model scales with your business. No long-term contracts, no forced packages just the CFO-level support you need, exactly when you need it. Start small, grow as your needs evolve.
Why choose us?
Why Choose JHS USA for CFO Services
AI-Powered Intelligence, Human Strategic Insight
We built our practice around technology from day one. AI handles data analysis, pattern recognition, and routine forecasting while our CFOs focus on what matters most interpreting results, shaping strategy, and guiding your business forward. You get precision analytics paired with strategic wisdom.
Proactive Partnership, Not Reactive Reporting
We've built our service model around responsiveness and foresight. Real-time dashboards, proactive communication, and strategic check-ins mean you see issues before they become problems and opportunities before your competitors do. No more waiting days for answers or surprises in your numbers.
Flexible Engagement, Scalable Support
Whether you need ongoing strategic guidance or project-based expertise, our engagement model scales with your business. No long-term contracts, no forced packages just the CFO-level support you need, exactly when you need it. Start small, grow as your needs evolve.
All engagements include:
No long-term contracts flexible arrangements
Our flexible model ensures you pay only for the support you need, when you need it.
Transparent pricing
Simple, predictable pricing you can trust.
Direct access to experienced CFO-level professionals
Hands-on guidance from seasoned CFO talent—no intermediaries.
Integration with your existing team and systems
Seamless collaboration with your people and your systems.
All engagements include:
No long-term contracts flexible arrangements
Our flexible model ensures you pay only for the support you need, when you need it.
Transparent pricing
Simple, predictable pricing you can trust.
Direct access to experienced CFO-level professionals
Hands-on guidance from seasoned CFO talent—no intermediaries.
Integration with your existing team and systems
Seamless collaboration with your people and your systems.
All engagements include:
No long-term contracts flexible arrangements
Our flexible model ensures you pay only for the support you need, when you need it.
Transparent pricing
Simple, predictable pricing you can trust.
Direct access to experienced CFO-level professionals
Hands-on guidance from seasoned CFO talent—no intermediaries.
Integration with your existing team and systems
Seamless collaboration with your people and your systems.
All engagements include:
No long-term contracts flexible arrangements
Our flexible model ensures you pay only for the support you need, when you need it.
Transparent pricing
Simple, predictable pricing you can trust.
Direct access to experienced CFO-level professionals
Hands-on guidance from seasoned CFO talent—no intermediaries.
Integration with your existing team and systems
Seamless collaboration with your people and your systems.
All engagements include:
No long-term contracts flexible arrangements
Our flexible model ensures you pay only for the support you need, when you need it.
Transparent pricing
Simple, predictable pricing you can trust.
Direct access to experienced CFO-level professionals
Hands-on guidance from seasoned CFO talent—no intermediaries.
Integration with your existing team and systems
Seamless collaboration with your people and your systems.
All engagements include:
No long-term contracts flexible arrangements
Our flexible model ensures you pay only for the support you need, when you need it.
Transparent pricing
Simple, predictable pricing you can trust.
Direct access to experienced CFO-level professionals
Hands-on guidance from seasoned CFO talent—no intermediaries.
Integration with your existing team and systems
Seamless collaboration with your people and your systems.
Contact us
Ready to Scale Smarter?
Stop choosing between cost and quality. Our offshoring and AI-shoring services deliver both global talent plus intelligent automation to handle your finance workload efficiently.
Related Advisory Services:
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