Financial Services Disclaimer

Financial consulting services only. Interim Controller & CFO Partners does not provide legal, tax, audit, or investment advice.

What we do

Interim Controller & CFO Partners provides interim and fractional chief financial officer and controller services, accounting cleanup, finance-department restructuring, cash-flow forecasting, management reporting, and related financial and operational consulting to privately held businesses. Our work is performed under a written engagement agreement that defines scope, responsibilities, and fees.

What we do not do

• Legal advice. We do not practice law. Matters involving contracts, liens, litigation, bankruptcy filings, or corporate structure should be directed to a licensed attorney. Where we describe restructuring or Chapter 11 support, we mean financial and operational support to management and its counsel, not legal representation.
• Tax advice. We do not prepare tax returns or provide tax advice. We coordinate with your CPA or tax adviser.
• Audit, review, or attestation. We do not perform audits, reviews, compilations, or any attestation engagement, and we do not express opinions on financial statements.
• Investment advice. We do not recommend securities, manage investments, or act as a broker, dealer, or registered investment adviser.

No guarantee of results

Financial outcomes depend on many factors outside any adviser's control, including markets, customers, lenders, and the decisions of management. Descriptions of our approach and experience on this site are not promises of results for your business.

Website content

Articles, calculators, and templates on this site are educational. They describe general practices and use illustrative numbers. They are not tailored to your circumstances and should not be relied on without independent verification.

Experience claims

Statements about our principal's experience describe prior employment and responsibilities. Company names are used to describe career history, not to imply endorsement by or affiliation with those companies today.

Questions

Contact cfo@interimcontrollercfopartners.com or (480) 415-8832.