Big Four expertise without the cost, conflicts, or constraints.
The largest non-audit finance and business advisory firm globally — extending institutional knowledge into a continuous, AI-powered managed services platform.
Finance leaders are facing a perfect storm.
Talent shortage makes AI implementation harder. Economic pressures demand both automation efficiency and experienced oversight. Finance leaders must address all three simultaneously to maintain operational excellence and financial integrity.
Critical talent shortage
87% of finance leaders report talent shortage, up from 63% in 2020. A 150% surge in open accounting and finance roles in one year. 60+ days to fill a position. 75% of CPAs near retirement age. 340,000 fewer accountants in the U.S. workforce vs. prior years.
AI implementation gap
78% of CFOs are investing in AI, but only 47% believe their teams are ready. 49% now use AI for finance tasks (doubled from 23% in 2024). 80% of finance departments will integrate AI platforms by 2026. Teams without a partner will fall behind.
Cash flow & economic uncertainty
Boardrooms have shifted from EBIT to cash management as the top priority. SEC enforcement actions for reporting violations are up 50% (2021-2023). Trade and tariff uncertainty is driving increased scrutiny. Consumer spending is softening.
Big Four expertise without the cost, conflicts, or constraints.
CFGI Managed Services is the only always-on, conflict-free, onshore solution. Dedicated senior team. PRISM live dashboards. AI automation. Fixed fee. No audit practice — no restrictions. Scales with you from day one.
Transactional Accounting
AR, AP, fixed assets, project accounting, leasing, and inventory. Reconciled subledgers, weekly payment runs, and DSO / DPO insight.
Office of the CAO / GAAP & IFRS
Financial statement preparation, monthly and annual reporting, balance sheet reconciliations, 13-week cash forecast, and audit support.
FP&A
BOD package, annual forecasts, quarterly recast, budget vs. actual, management reporting. Cash runway visibility and variance with performance insight.
Human Resources
Payroll onboarding, processing, and tax filing. Compensation plan (options, RSU, stock) management. Payroll accruals integrated into the GL.
Tax & Regulatory Compliance
Quarterly provision, sales and use review, federal / state / local income tax, and international filings. Visibility to future tax obligations.
PRISM Command Center
- Real-time visibility into every finance workflow
- Role-based dashboards with weekly and close checklists
- Validation and approval workflows
- SLA accountability on every transaction
- Where your systems end, PRISM begins
Strategic Review
- Fractional Executive Review
- Access to firm-wide CFGI resources
- CFGI Partner-led engagement oversight
- SMEs across Revenue, Controllership, Reporting, FP&A
- Senior practitioners with Big Four backgrounds
Automations
- Point Automation across finance processes
- Agentic AI for back-office tasks
- SSO Control Tower
- Real-time dashboards and actionable insights
- AI-powered transformation driving efficiency
Foundational Technology
- Best-in-breed tech stacks (Ramp, Paylocity, Avalara, Adaptive, Lease Harbor)
- Data security and controls layer
- Integration across O2C, P2P, and R2R
- Cash management and treasury
- One source of financial truth
Do It Right
Big Four expertise embedded in your operations. CFGI brings deep advisory expertise, dedicated senior teams, and the attentiveness of a boutique firm without the audit independence restrictions.
Best for: organizations that need senior-led, conflict-free finance and accounting work to ride alongside their internal team.
Do It Better
AI-powered transformation driving efficiency. PRISM-enabled close cycles up to 40% faster. Automation built into delivery, not bolted on afterward.
Best for: finance functions looking to integrate AI without falling behind the 80% of departments doing so by 2026.
Do It Now
PRISM delivers real-time visibility and resources. Live role-based dashboards. SLA accountability on every transaction. Zero-gap handoffs and built-in business continuity safeguards.
Best for: CFOs who need immediate visibility into transaction status, bottlenecks, and end-to-end process transparency.
The only always-on option.
We help you achieve your finance, accounting, and operational goals by seamlessly functioning as an extension of your team. Dedicated senior team, always embedded. 100% onshore, senior-led delivery. Fixed fee, outcome-based pricing.
Big Four expertise. Managed services economics.
- Talent and technical expertiseBig Four experience with the attentiveness of a boutique firm. Senior practitioners support CFOs through the most complex and demanding accounting challenges they face.
- Flexible and client-oriented cultureHigh-quality performance and effective communication. Flexible and responsive staffing models that move faster than competitors. Trusted advisor relationships.
- Cost-effectiveCompetitive pricing combined with unmatched expertise. Scales to any size, scope, and duration. Fixed fee, outcome-based pricing.
- Auditor independenceFree from auditor independence restrictions. Innovative and strategic, leveraging knowledge of various audit firm preferences. Zero conflicts, full scope always.
- Always-on100% onshore team. Dedicated and always embedded. PRISM Command Center with AI automation built into delivery.
How CFGI Managed Services compares to the alternatives.
Staffing model.
Big 4 / Advisory deploys consultants who lack real-world experience. In-house staffing means 60+ day hire cycles with variable seniority. CFGI Managed Services embeds a dedicated, senior team that stays with the engagement.
Delivery footprint.
Big 4 leans on an offshore delivery model with time zone and language barriers. In-house hires domestically with variable seniority. CFGI runs a 100% onshore team with senior-led delivery.
Independence.
Big 4 has restricted scope and cannot serve audit clients. In-house has no restrictions but no audit capability either. CFGI is free from auditor independence restrictions — zero conflicts, full scope always.
Technology stack.
Big 4 brings generic tools that are slow to deploy, client-operated, and exit with the team. In-house has none included — the client owns the stack. CFGI brings the PRISM Command Center with AI automation built into delivery.
Visibility.
Big 4 ships scheduled reporting packages — backward-looking and not self-serve. In-house relies on manual updates and no dashboards. CFGI provides live role-based dashboards with real-time KPIs via PRISM.
Cost model.
Big 4 charges high hourly rates with scope creep risk. In-house has variable costs plus benefits and overhead. CFGI Managed Services is fixed fee, outcome-based pricing — with elastic capacity as you grow.
What changes when finance is always-on.
Three phases, told end to end.
Define, design, and de-risk the transition.
Steps 1–3: Define Outputs → Offering Design Sync → Transition Plan + Risk RegisterScenario
A CFO is evaluating whether to keep finance and accounting in-house, contract with a Big 4 advisory firm, or move to a managed services model. The team needs alignment on required outputs, a business case with real numbers, and a transition plan that protects continuity.
Action taken
Three structured steps before any contract is signed. First, Define Outputs for Strategic Success — what do you REALLY need to run your business? Required outputs are defined upfront. Second, Offering Design Sync — a business case with client specifics, aligned at customized savings and timeline. Third, Transition Plan + Risk Register — key dates, process detail, and a risk log of dependencies, migration risks, and interim controls to protect continuity.
Outcomes
- First Look Alignment on required outputs for success.
- Business Case Review with customized savings and timeline.
- Signed contract with a risk-managed transition plan.
- Dependencies, migration risks, and interim controls documented before launch.
Launch with zero-gap handoffs.
Steps 4–7: Mobilize → Shadow + Change Mgmt → Continuity Validation → Go LIVEScenario
Contract is signed and the transition to CFGI Managed Services begins. Knowledge transfer, role impact, and continuity all need to be managed in parallel without losing institutional knowledge.
Action taken
Four parallel workstreams. Mobilize Plan with weekly status tracking against the stand-up plan, led by the delivery team. Shadow / Reverse Shadow + Change Management — knowledge share, stakeholder comms plan, role-impact assessment, and process playbooks so no institutional knowledge is lost. Continuity Validation — a go / no-go checklist with parallel testing, escalation paths, and a rollback plan. CFGI does not go live until the client signs off on readiness. Then Go LIVE — full operations under CFGI, escalation protocols active, PRISM live with real-time visibility into every process.
Outcomes
- Zero-gap handoff to CFGI Managed Services.
- Built-in business continuity safeguards and rollback plan.
- PRISM dashboards live on day one of go-live.
- No institutional knowledge lost in the transition.
Continuous improvement, always-on.
Step 8: Continuous ImprovementScenario
Managed Services is live. The question shifts from “does it work” to “how does it keep getting better?” The CFO wants visible, measurable gains in close speed, audit readiness, capacity, and service performance.
Action taken
Iterate, assess, improve. Enhancement and optimization are driven by PRISM data and quarterly business reviews. PRISM tracks click-by-click cycle times and quality KPIs through role-based dashboards. The look and feel of finance shifts toward review and approval of pre-made deliverables, with more time for strategic business decisions.
Outcomes
- Close cycle up to 40% faster.
- Audit-ready documentation always in place.
- Higher throughput with no headcount increase.
- SLA accountability on every transaction.
Talk to the partner who runs CFGI’s Managed Services practice.
Tell us about your finance function.
Schedule a 30-minute scoping conversation. We’ll show you what’s possible.