Our experience in financial management services and the expertise gathered over time working for various organizations in different industries make us an ideal partner for outsourced CFO services.

Our CFO services can be used by:

  • Large Businesses with high turn over of accounting staff
  • Businesses experiencing financial challenges
  • Nonprofit organizations

Ezzy and Associates will provide high-level financial strategy and operating system knowledge to our clients at affordable prices.

Our CFO services include:

  • Business planning services
  • Support in developing a business plan
  • Financial planning and modeling assistance
  • Financial budgeting, forecasting, and management
  • Development of a pricing model
  • Identification and set-up of key performance indicators (KPIs)
  • Development and implementation support for internal financial control mechanisms
  • Identification and implementation of an electronic accounting system
  • Assistance with financial and accounting troubleshooting
  • Advisory services for cash flow management, systems implementations, raising capital, and managing unexpected changes in the operating environment

Our team will study your business and create a customized financial management plan to lead our client’s business to the next level and beyond according to their stated growth aspirations.

THIS IS WHAT OUR CLIENTS HAVE TO SAY​

Mariam and her team work hard to ensure that I am taking advantage of all of the deductions that I am entitled to. They are always available throughout the year for tax planning and to answer my questions. They are a pleasure to work with!
Michael Doepke
Mariam and her team work hard to ensure that I am taking advantage of all of the deductions that I am entitled to. They are always available throughout the year for tax planning and to answer my questions. They are a pleasure to work with!
Michael Doepke