Outsourced CFO & Business Advisory Services Built for CPA Firms
Expand your advisory offerings without building a larger in-house team using outsourced CFO and business advisory services.
Trusted by US Accounting Practices
Trained in US GAAP & IRS Compliance
QuickBooks | Xero | Sage Intacct
Advisory Outsourcing Designed for CPA Firms
What we cover:
Advisory capacity through CPA outsourcing, without overhead. CorientBS supports CPA firms with financial analysis and reporting that helps your clients to make informed business decisions.
Financial Planning
Cash Flow Analysis
Management Reporting
Profitability Analysis
KPI Tracking
Scenario Modeling
Secure Collaboration
Why CPA Firms Are Moving into Advisory
These days, clients expect timely, decision-ready financials, and CFO advisory services make it possible for CPA firms to deliver them. Through this, your clients will get access to high-quality insights while your firm creates opportunities for deeper client relationships. Key benefits for your firm:
Expand Service Offerings
With advisory capabilities, you expand your services without needing to build everything in-house.
Increase Client Value
You will be in a position to help your clients understand their cash flow, performance, and financial risks in a simple way.
Create Recurring Engagements
It gives you an opportunity to meet regularly with your clients for regular monthly reporting, forecasting, and planning services.
Free Up Senior Staff
With analysis and reporting tasks handled by our team, senior staff can focus on review, tax preparation and planning.
Strengthen Client Relationships
Your team can use valuable financial insights to generate more business conversations with your clients.
Scale Advisory Delivery
You can take on additional engagements, even during tax extension season, with flexible capacity.
CFO & Business Advisory Services We Deliver for Your Clients
Our outsourced CFO business advisory services have been designed to handle recurring financial analysis and planning tasks that will support your advisory work. Our services include:
Budgeting & Forecasting
We will help prepare operating budgets, financial projections, and forecast updates.
Cash Flow Forecasting
Through this service, you will be positioned to project cash inflows and outflows, thus highlighting shortfalls.
Management Reporting
Using our advisory services, you can get monthly management reports prepared for your clients along with financial performance summaries.
Profitability Analysis
We will do a review of your client’s business or service revenue, costs, margins, and profitability.
KPI & Variance Analysis
We will also track certain critical performance indicators and explain the results in an easy way.
Financial Modeling
We help in developing models that will assess your clients' growth plans, investment decisions, and other scenarios.
Working Capital Analysis
It helps in reviewing receivables, payables, inventory, and working capital trends.
Strategic Planning Support
Prepares financial analysis and supporting information for business planning and client discussions.
Software We Work With
Seamless integration with the major US accounting, payroll, and tax platforms.
Enterprise-Grade Data Security & Compliance
We safeguard sensitive financial and taxpayer information of your clients through controlled access, security certifications, encryption, and compliance-focused processes designed for CPA firms.
SOC 2 Type II
For independently auditing controls that protect data and confidentiality.
IRS & Regulatory Compliance
Processes aligned with IRS Publication 4557, GLBA, CCPA, and other applicable data protection requirements.
Infrastructure Security
AES-256 encryption, multi-factor authentication, controlled access, and safeguards designed to protect information throughout the delivery environment.
IRC Section 7216 Consent Support
For tax-related offshore work, we follow a consent-based workflow aligned with the requirements of IRC Section 7216 before taxpayer information is shared.
Our Structured Approach
Our CFO advisory delivery process fits your existing client engagement and review workflow.
Understand the Engagement
We understand your clients’ objectives, reporting requirements, scope of services, and what can be delivered.
Gather & Validate Data
Financial information, including outsourced bookkeeping records, is gathered; we flag gaps and inconsistencies.
Prepare the Analysis
With all the data in hand, we develop forecasts, reports, models, and financial insights.
Review & Deliver
All insights are delivered to your team for final review and sign-off before client presentation.
AI-Enabled Accounting with a Human Touch
Our technology-enabled delivery model combines automation with experienced accounting professionals, using AI and workflow tools to improve processing while keeping human review involved where accounting judgment and quality control matter.
Billy
Invoice Processing software
Corby
Bank Reconciliation Automation
Sherlock
Error Detection.
Galaxy
Workflow Management.
Smarty
Learning Management.
Luca
Year-End Preparation.
Flexible Support Models for CPA Firms
CorientBS offers multiple models for CPA firms and accounting practices that match their advisory workload, client volume, and delivery requirements. We help you choose the right fit.
Dedicated FTE
A dedicated professional for recurring advisory production.
Consistent capacity
Familiarity with your workflows
Ongoing coordination
Ideal for year-round engagements
Fixed Monthly Scope
Defined deliverables for a predictable monthly fee.
Agreed reporting schedule
Clear scope and responsibilities
Consistent monthly output
Suitable for recurring advisory clients
Block Hours
A flexible pool of hours for changing requirements.
Adaptable task allocation
Support for ad hoc analysis
Capacity for urgent requests
Ideal for fluctuating workloads
Project-Based Support
Defined financial analysis for a specific business need.
Agreed deliverables
Project timelines
Milestone-based coordination
Ideal for forecasts, models, or strategic initiatives
Ready to Add Capacity to Your CPA Firm?
Tell us about your workload, software, and deadlines. We'll recommend an engagement model that fits and show you how a dedicated team can plug into your workflow, under your brand.
Why Partner with Us
CorientBS has helped CPA firms expand their advisory services while retaining supervision, sign-off, client relationships, recommendations, and engagement decisions.
You get:
White-Label Delivery
All deliverables carry your firm's brand name, with us working behind the scenes under signed confidentiality agreements.
Dedicated Professionals
A dedicated offshore team of finance professionals is assigned to you and learns your reporting standards and templates.
Flexible Capacity
Resources will be adjusted as per the work volumes and new engagements.
Data-Driven Reporting
Reports follow your templates, with clear variance commentary your team can present.
Technology-Enabled Workflows
Latest tools and updated processes are used for organizing financial information and deliverables.
Quality & Security Focus
Review procedures, confidentiality agreements, and controlled data access safeguard sensitive client information; your firm obtains required consent.
01
What are outsourced CFO and business advisory services?
This service involves outsourcing of financial analysis, reporting, budgeting, and forecasting to an external outsourcing service provider. This will enable your in-house team to focus on client relationships and communication.
02
How is CorientBS advisory support priced?
Pricing depends on scope of work, complexity, reporting frequency, and capacity needed. We offer dedicated FTE, fixed monthly scope, block hours, and project-based models, and can start with a small pilot so you can test quality before committing to a larger ongoing engagement.
03
Who retains final responsibility for advisory deliverables?
Your firm retains full responsibility. Our offshore team prepares analysis and reporting under your direction, while your firm supervises, reviews, and signs off on every client deliverable, and management decisions stay with your client.
04
Can CPA firms offer CFO advisory services without hiring a CFO?
Yes. A firm can use external delivery capacity for defined analysis and reporting tasks, then provide the advisory interpretation and recommendations through its own team.
05
What are outsourced CFO services?
Outsourced CFO services provide a business with high-level financial leadership, strategy, and executive guidance from an external firm or agency on a contract, parttime, or monthly retainer basis rather than hiring a full-time, in-house Chief Financial Officer.
06
How is client data protected?
Client data stays protected through confidentiality agreements, encryption, and controlled access, and your firm obtains required client consent before sharing data with a third-party provider. We screen staff for independence conflicts and follow your firm's confidentiality policies.
Frequently Asked Questions
Ready to Transform
Your Accounting
Practice?
Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.