The Pocket CFO

About Us

The Pocket CFO is a “roll up our sleeves” full-service consulting firm with a singular focus on
outsourced CFO, Controller, accounting, and finance service needs.

CFO

-Forecasting
-Funding – Capitalization
-Exit Strategy
-Mergers & Acquisitions
-Governance & Compliance
-Product Pricing

Controller

-Cash Flow Forecasts
-Budgets
-Financial Visibility / Dashboards
-Month End Close
-Accounting Software Implementation
-Internal Controls / Processes


-Staff Accountant
-Reconcile Bank Accounts
-Journal Entries / GL
-Cut Checks
-Billing and Invoicing
-Accounts Payable
-Accounts Receivable