Accounting & Finance
Temporary CFO Services
Senior financial leadership when you need it — without the overhead of a full-time executive hire.
The CFO Function, Delivered on Your Terms
Most companies reach a point where the financial complexity of the business exceeds the capacity of an owner, controller, or part-time bookkeeper — but where a full-time CFO is not yet justified by headcount or cost structure. That gap is where our Temporary CFO service operates.
C&M LLP provides fractional and interim CFO services to closely-held businesses, private-equity-backed portfolio companies, venture-funded startups, and organizations navigating a specific event — a capital raise, an acquisition, a leadership transition, or rapid growth that has outpaced the existing finance function. Our engagement is direct and senior: you are working with a licensed CPA partner, not a junior analyst.
We integrate into your business at whatever level of involvement the situation requires — from a few days per month of strategic oversight to a near full-time presence during a critical transaction or system build-out. We own the financial narrative: board packages, lender presentations, investor reporting, and the internal discipline that makes all of it credible.
What You Receive
Financial Oversight & Reporting
Timely, accurate financial statements with CFO-level review — income statement, balance sheet, cash flow, and variance analysis against budget. Management has the numbers it needs to make decisions, and those numbers are right.
Board & Investor Packages
Professionally prepared board decks, investor updates, and lender reporting — built around metrics that matter to your stakeholders and narrative that accurately represents the state of the business, including honest discussion of risks.
Transaction & Event Support
Deal-ready financial packages for a capital raise, acquisition, or sale — including data room preparation, quality-of-earnings support, financial model review, and coordination with deal counsel and advisors throughout the process.
Common Situations We Step Into
Companies call on us when the finance function is not keeping pace with the demands being placed on it. Sometimes that is a leadership gap — a CFO departure, a promotion that left a vacancy, or a founding team that has simply reached the edge of its financial depth. Sometimes it is a specific event: a board that is asking harder questions, a lender requiring more structured reporting, or a transaction that requires a credible financial story.
In each case, what the business needs is a senior person who can walk in, understand the situation quickly, and take ownership of the financial function without requiring extensive hand-holding. That is what we provide.
Typical Engagements
- CFO departure or planned transition
- Seed, Series A or Series B capital raise
- PE or VC portfolio company support
- Acquisition or merger integration
- Rapid growth outpacing finance capacity
- Accounting systems overhaul or ERP implementation
Senior, Direct, Accountable
How we structure a Temporary CFO engagement.
- Partner-level engagement. You work directly with a licensed CPA partner — not a team of analysts or a rotating cast of consultants. The person who scopes the engagement is the person who does the work.
- Defined scope, flexible intensity. We agree on the scope of involvement upfront — hours per month, specific deliverables, or full interim coverage — and adjust as the engagement evolves. No ambiguity about what you are getting.
- Integration with your team. We work with your existing controller, bookkeeper, or finance staff — building their capacity, filling the gaps above them, and leaving the function in better shape than we found it.
- Coordinated with tax and audit. Because C&M LLP handles tax compliance and attestation, the CFO function does not operate in a silo. Financial decisions are made with a view to their tax consequences, and audit-readiness is built into the process — not addressed at the last minute.