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CFO & CONTROLLERSHIP ADVISORY

Investor-grade reporting and audit-ready financials, on time every month.

OVERVIEW

Most growth-stage and lower-middle-market companies need institutional-quality finance before they can justify building it in-house, and their finance function is running behind. We own the function with a team that knows your sector: senior Big Four and FP&A talent leads the relationship and the judgment calls, while a supporting team and AI handle the close and the routine work. You get reporting your board and investors can trust, without hiring for every seat.

For CEOs, we are deeply experienced managing investor relationships and keeping the board satisfied, so you can run the business.

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AI IN PROCESS

AI handles reconciliations, variance analysis, and close tasks. Your senior finance professional focuses on strategy, board prep, and analysis. That is CFO-level support that helps automate your finance processes and scales with the business.

WHY EXBO

01

Blue-chip, New York–based CFO/VP-Finance and controllership talent, not outsourced bookkeepers. “You get what you pay for.”

02

GAAP, audit-ready financials every month, built to institutional-investor standards.

03

The same team can carry you from diligence through the ongoing function. That is deal-lifecycle continuity, not a cold handoff.

Offerings

What we deliver within CFO & Controllership Advisory

FP&A Support

Senior FP&A horsepower for a CFO held to private-equity reporting standards.

Outsourced Controllership

Audit-ready GAAP financials, closed on time every month.

Full Suite Finance and Accounting

The entire finance function, one team, from board strategy to the daily close.

Outsourced CFO

A true CFO who owns the model, the runway, and the board relationship.

More to read

Services — Transaction Services

Where the relationship often starts: diligence

Services — Finance Transformation

Standing up systems behind the finance function

Services — Tax

Income tax, provision, and ongoing tax advisory

Industries — Healthcare

Our work in healthcare portfolio companies

Team position — CFO and Controllership Advisory

Meet the CFO & Controllership team

For CEOs and CFOs

For CEOs and CFOs evaluating us directly

For investors

For investors placing finance talent across a portfolio

How can we help?

Reach out to talk to our team
Talk to our team