Software & Technology
Optimize Your Company’s Finance Function with CFGI
In the rapidly evolving landscape of technology, staying ahead requires not just adaptability but a forward-thinking approach. CFGI’s services for technology companies are designed to optimize your finance function, ensuring that your business not only complies with ever-changing regulations but also transforms financial challenges into strategic advantages.
Tailored Solutions for CFOs
- Data Privacy and Security
- Revenue Recognition
- Access to Capital Markets (private and public)
- Audit Readiness
- Mergers, Acquisitions, and Divestitures
- Risk Management
- Operational Maturity, including optimizing the tech stack
- Regulatory Landscape, such as ESG
Comprehensive Accounting Skills
- Revenue Recognition
- Debt and Equity Financing
- Internally Developed Software
- Share-Based Compensation
- Consolidations
- Financial Reporting, including PCAOB compliance
- Implementing New Accounting Standards
- Accounting Policy and Process Design
Recent Relevant Projects
- Assisted with complex revenue contract accounting, including the issuance of warrants.
- Provided accounting analysis for an investment under the variable interest entity consolidation framework.
- Support PCAOB financial reporting uplift for IPO readiness.
- Assisted with revenue recognition, share-based compensation, debt, and equity issuance for a venture-backed company in preparation for an IPO.
- Assisted with purchase accounting, including acquirer analysis, purchase price allocation, and valuation for an acquisition.
- Conducted analysis of the proper classification of an investment, determining its consolidation as a variable interest entity.
Why Choose CFGI?
Our experts are seasoned problem-solvers, equipped with extensive experience in helping technology-service companies optimize their operational-finance functions. Whether you need granular assistance in specific areas or a strategic partner for transformational endeavors, we have the expertise to augment finance and accounting at your company.
Contact us today to explore how CFGI can be your strategic partner in navigating the complex financial landscape of the technology industry.
Connect With Our Leaders
Brian Powell
Partner
(714) 717-7682
bpowell@cfgi.com
Tara Brady
Partner
(617) 877-1571
tbrady@cfgi.com
Glenn Develis
Partner
(617) 875-8320
gdevelis@cfgi.com
