Welcome to Chief Financial Solutions

What We Do

Chief Financial Solutions helps organizations address complex accounting, reporting, controls, audit readiness, and finance process challenges. We provide practical, senior-level support to CFOs, controllers, audit teams, and finance leadership during periods of reporting pressure, leadership transition, transaction activity, audit deadlines, restructuring, system change, or finance function stabilization.

Our work includes controllership and financial reporting advisory, SEC reporting and technical accounting, SOX/internal controls and audit readiness, and finance transformation, close improvement, and process documentation.

Core Services

Controllership & Financial Reporting Advisory
Interim controller support, month-end close oversight, balance sheet clean-up, reporting packages, and financial statement readiness.

SEC Reporting, Technical Accounting & Transaction Support
SEC reporting, S-1 readiness, technical accounting research, acquisition accounting, restructuring, bankruptcy/fresh-start accounting, pension accounting, and complex GAAP matters.

SOX, Internal Controls & Audit Readiness
SOX/ICFR documentation, control design, audit readiness, control remediation, process walkthroughs, and external audit coordination.

Finance Transformation, Close Improvement & Process Documentation
Close calendar development, workflow documentation, account mapping, reporting improvements, process stabilization, and finance function improvement.

Request a Free Solution

Do you have an accounting issue or question that you would like help with? Feel free to submit a question or issue for free feedback. You can also contact us via phone at 727-269-5794

    Helpful Financial Links

    U.S. Securities and Exchange Commission

    PCAOB: Oversees the audits of public companies and SEC-registered brokers and dealers in order to protect investors and further the public interest in the preparation of informative, accurate, and independent audit reports.

    COSO has established a common internal control model against which companies and organizations can evaluate their control systems.

    Centers for Medicare & Medicaid Services (CMS) Internet-Only Manuals (IOMs)

    Code of Federal Regulations (Annual Edition) [you can specify the year]

    Federal Reserve Bank – A great source of economic research data.

    RAT-STATS: A widely used and accepted statistical package available free of charge from the OIG website

    Electronic Code of Federal Regulations