Accounting Advisory for Fintech
CFGI is your trusted partner in navigating the complex world of FinTech accounting and finance.
In the fast-paced and ever-evolving landscape of FinTech, priorities often revolve around financing and product development. While these are critical aspects of success, neglecting the development of a robust finance and accounting function can hinder your strategic decision-making capabilities. As a CFO, it’s essential to ensure that your financial infrastructure scales alongside your product development and deployment priorities.
Our Approach
We understand the unique challenges faced by FinTech companies throughout their life cycle. Whether you are in the early stages or preparing for an IPO or De-SPAC, we provide hands-on assistance based on real-world FinTech experience. We ensure that your company is audit-ready, preventing delays in financing rounds and safeguarding market timing. Our goal is to help you build and optimize your finance and accounting function over time, ensuring it aligns with your business growth.
FinTech Industries Served
We cater to FinTech companies across various industries and sizes, including but not limited to:
- Insurance
- Lending & Consumer Banking
- Personal Finance & Robo Advisers
- Payments & Money Transfer
- Real Estate
- Regulatory
- Blockchain & Cryptocurrency
Representative Services
As your FiTech company progresses through its life cycle, CFGI provides a range of services tailored to your evolving needs:
- Technical Accounting Policies: Crafting and optimizing technical accounting policies to align with industry standards and compliance requirements.
- Financing Transaction Evaluation: Evaluating and accounting for complex financing transactions to ensure accurate financial reporting.
- General Ledger Optimization: Setting up and optimizing general ledger accounts to streamline financial processes and enhance efficiency.
- Operational Audit Readiness: Preparing for operational audits and generating first-time financial statements to meet regulatory and investor requirements.
- Technical Tax Queries: Navigating complex tax queries and filings unique to the FinTech industry.
- Pre-IPO or De-SPAC Process Management: Assisting with the entire process, including SEC filings, to ensure a smooth transition to becoming a public company.
- Staff Augmentation and Interim Assistance: Providing flexible staffing solutions from staff-level to leadership roles to support your finance and accounting team.
Why Choose CFGI?
We bring a wealth of experience and a tailored approach to FinTech accounting advisory. We adapt to your company’s unique needs, ensuring that your finance and accounting function evolves seamlessly with your business. Contact us today to explore how CFGI can be your strategic partner in achieving financial success and sustainable growth in the competitive FinTech landscape.
Connect With Our Leaders
Chris Nyers
Partner
(518) 852-3926
cnyers@cfgi.com
Shawn Assad
Partner
(617) 780-8742
sassad@cfgi.com
Barry Smith
Partner
(610) 420-6635
bsmith@cfgi.com
Partner With CFGI
For Better Results.
Partner With CFGI For Better Results.
