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CFO and Controllership Advisory
Private Equity and VC Investors

Portfolio Company Controllership

Some targets’ accounting teams may have the resourcing, but lack the expertise to produce accurate financials. Exbo Group’s expert CPAs implement GAAP accounting standards ensuring financials are audit ready every month.

Some of the companies thatPE and VC companies invest in have accounting teams, but lack the expertise to consistently produce accurate financial statements. Exbo Group's team of expert CPAs steps in to ensure that financials meet GAAP accounting standards and are audit-ready every month.

In our client-focused approach, we begin each engagement by understanding the current state of the portfolio companies' financial operations. This provides a strong foundation to evaluate and enhance financial operations for increased scalability. Examples of projects we undertake include transitioning to a new payroll provider or PEO, implementing efficient invoicing systems, and devising streamlined expense management processes and systems.

Our services for private equity and venture capital investors encompass:

Comprehensive Reporting and Analysis

We produce a sophisticated financial monthly reporting package for the CFO with deep insight into revenue and cost variances, highlighting which numbers finance should focus on with management and investors.

Financial Operations Manual

We develop a comprehensive financial operations manual that clearly delineates ownership across accounting, working capital, finance, and core operational activities.

Ownership Assignment

In collaboration with our clients, we assign specific ownership lanes across monthly activities, establishing a solid foundation for ongoing processes.

Operations Scorecard

We create an operations scorecard to assess current operational risks within the order-to-cash process. For areas identified with "high" risk, we work with the client to transition to an upgraded process or software if necessary.