Outsourced Accounting and CFO Advisory


As a small- to medium-size business, do you need an experienced financial executive or accounting staff to bridge the gap until your organization is ready to make a long-term commitment? Or, are you a nonprofit organization that would like us to establish a long-term relationship where we can embed ourselves into your team to handle your various accounting needs? DZH Phillips’ Outsourced Accounting and CFO Advisory group can offer customized financial consulting services to new and growing companies and nonprofit organizations and can provide senior level operations (CFO) expertise to help you grow and succeed.

We understand that you need to maximize efficiency while controlling costs. Doing so frees up your time to focus on other areas of your operations, like strategic planning. We can provide you with the support you need, including monthly accounting close and oversight, accounting for specific transactions or financial statement line items, and even assistance with budgeting and cash flow analysis and oversight. Our professionals are well-suited to understand your accounting needs in relation to your business, organization, or family and to propose tailored solutions. For companies with limited financial staff, resources, or financial planning capability, we can create useful management tools to plan and monitor your company’s financial condition via our professional staff with experience as controllers, CFOs, and auditors. We are happy to train your staff and then review your accounting function to get it off the ground and performing at top speed. We offer the following services:

Accounting Services:

  • Accounting system setup
  • Monthly close
  • Cost accounting
  • Audit preparation
  • Financial reporting and analysis
  • Financial presentations
  • Budgeting and planning
  • Spreadsheet design and maintenance

Audit Preparation:

  • Preparation of PBC’s
  • Client/auditor interface
  • Audit readiness

Accounting IT:

  • Accounting software selection
  • Business continuity planning
  • Accounting software training
  • Report writing
  • Financial statement creation and writing
  • Design and development of dashboard


  • Bank reconciliations
  • AP processing
  • AR processing
  • Payroll processing
  • Inventory reconciliation
  • Fixed asset maintenance
  • Local, real estate, and use tax reporting

CFO Advisory:

  • Bottoms up financial projections
  • Bank financing and investor meeting preparation
  • Board and finance committee liaison
  • Cash flow management and projection
  • Key metric benchmarking and trend analysis

Family Office:

  • Family office accounting
  • Family office payroll
  • Monitoring Investment Performance
  • Real estate property management accounting
  • Transaction processing

Outsourced Controller:

  • Management of finance/accounting infrastructure
  • Monthly financial close and preparation of financial statements
  • Staff training and hiring
  • Internal control review
  • Accounting procedure and policy documentation

Temporary Staffing for Accounting and Finance Services:

  • CFO
  • Controller
  • Accountant
  • Bookkeeper

Our team is comprised of experienced financial professionals who are competent, reliable, dependable, and committed to getting the job done. The advantages we provide include:

  • Experienced, Competent, and Reliable Staff: Our seasoned professionals will have a positive impact on your company’s financial operations and will deliver value-added results.
  • Flexible: You may contract our services in stages. Our consultants are available when you have a specific project or when you need full service financial operations.
  • Relationship: Our emphasis is on establishing a continuing relationship with our clients by building a strong line of communication and trust. We become a valued resource you can always rely upon as your company grows.
  • Commitment to Quality: Our commitment to quality of service ensures that you obtain value-added results. Your consultant is an experienced financial professional with a reputation for producing results.

Executive Search & Placement

Whether you’re looking to fill a key position in your organization or you need contract staff for a specific project, we help you find some of the industry’s most talented accounting professionals. Through our industry relationships, we are pleased to provide our clients with access to an impressive network of accounting professionals ready to support your team. And, as your trusted partner, we are available to help you evaluate your staffing needs, create a compelling job posting, and screen potential candidates. We know how important it is to have the right people in the right positions—the success of your organization depends on it.  We can help you to fill critical financial management positions on a part-time or full-time basis. Our services within this area include:

Interim CFO

We look for candidates with experience in the following areas:

  • Financial planning and analysis
  • Mergers and acquisitions
  • Capital and treasury management
  • Financial reporting and filings
  • Strategic planning
  • Debt and equity financing
  • Reorganizations and turnaround management
  • Profitability improvement
  • Risk management
  • Department and project leadership

Interim Controller

The duties of a controller are many and far-ranging. The essential responsibilities include managing an organization’s everyday accounting functions, including:

  • Accounts payable
  • Accounts receivable and payroll
  • Business plans and operational controls
  • Management reports
  • Internal control and auditing

For more information, please contact your Outsourced Accounting and CFO advisor or Thomas Li at (415) 624-2212 and tli@dzhphillips.com