AutomatedFinance

Controllership is the operational core of CFGI Automated Finance. We execute the high-volume transaction cycles that feed the general ledger, from vendor and customer onboarding through invoicing, payments, collections, fixed assets, and inventory. Standardized workflows improve data quality, control, and downstream reporting.

Accurate transaction processing creates clean subledgers, fewer close exceptions, and reliable reporting inputs.

Controllership is the operational core of CFGI Automated Finance. We manage the end-to-end close, from the close calendar and journal entries through account reconciliations, consolidation, and draft financial statements. Clear ownership and standardized workflows help clients close faster with stronger visibility and control.

Many clients begin with 15-25-day closes; the target operating model is 3-5 business days. Close calendars, escalation protocols, and go/no-go criteria are established in the first 30 days.

FP&A produces the planning and analytical outputs that help leadership and PE sponsors make decisions. While Controllership closes the past, FP&A informs the future. This tower is particularly valued by PE sponsors who need portfolio-level visibility and CFOs expected to run management reporting and board presentations.

PE sponsors often engage CFGI for FP&A to get consistent reporting standards across the portfolio, and CFGI can build directly to a sponsor’s defined reporting templates and KPI requirements.

The Tax tower covers the full range of tax compliance and reporting obligations, from federal income tax returns and ASC 740 provision, to sales and use tax, state income tax, and international obligations including transfer pricing.

Tax is the obligation that most often surfaces on its own, missed deadlines, IRS notices, or payroll tax errors. The CFGI tax team ensures deadlines are never missed, details are accurate and complete, and filings are consistent year-over-year for auditors.

The Compensation tower covers the hire-to-retire process cycle, from onboarding a new employee into the payroll and HR systems, through recurring payroll runs, benefits contributions and deductions, to offboarding. Often bundled with Controllership because payroll feeds directly into the GL and month-end close.

Payroll errors, missed filings, miscalculated deductions, multi-state gaps, are among the most common compliance triggers we see. Late 941 filings or state notices cost more than is even visible: employee satisfaction, audit triggers, and excessive non-value-add time.

Investor Reporting produces the external financial communications companies owe to their investors, regulators, and capital markets, from SEC periodic filings for public companies, to board and LP reporting for PE-backed private companies. A natural extension of Controllership and FP&A, critical for companies on a path to IPO.

SEC reporting readiness typically requires 18-24 months of lead time. CFGI’s Technical Accounting team can support complex accounting policy decisions under a separate engagement, advisory depth plus operational execution, under one roof.

The Controls & Compliance tower builds and maintains the internal control environment, documented policies, tested controls, and audit-ready processes that give regulators, auditors, and investors confidence in the financial statements. Most often triggered by IPO preparation, a PE sponsor’s audit readiness requirement, or a material weakness needing remediation.

The full-stack IPO advantage: Technical Accounting prepares memos and policies under a separate SOW; the team then operates against your signed-off framework. No other provider delivers both advisory depth and operational execution under one roof.

Cybersecurity Automated Finance extends CFGI’s model into security oversight, continuous, expert-led programs delivered on a fixed-fee subscription basis rather than one-off project work. The three offerings scale independently based on maturity and need, and are frequently added once Controllership and Controls & Compliance are stabilized.

Cybersecurity is increasingly a diligence item for PE sponsors and lenders even at pre-IPO stage, a TPRM or V-CISO gap is often the trigger, surfaced the same way a payroll or tax filing gap opens the Compensation or Tax offering.

Technology & AMS keeps your finance stack current and fully supported, ERP/EPM system implementation, Agentic AI and ML/DL/LLM technology upgrades, adjacent technology configuration, and ongoing application management services.

When a process runs better on a real system than on spreadsheets and email, we build that system as part of the transition, not after, one go-live, not two.