CFO Advisory Services

Elevate Your Financial Strategy and Decision-Making: Building on the Synergy between CFO Advisory Services and Client Accounting Services

Prager Metis's CFO Advisory Services and Client Accounting Services (CAS) work in harmony to provide valuable financial insight. Learn more to unlock your organization's full potential.

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Elevate Your Financial Strategy and Decision-Making: Building on the Synergy between CFO Advisory Services and Client Accounting Services2023-10-10T09:25:34-04:00

Comprender y evitar las trampas de la expansión internacional

Advisory | Oct 19, 2022

Si su empresa está considerando establecer operaciones en los EE. UU. o en otro país, el equipo de CFO Advisory Services de Prager Metis puede ayudarlo a evitar errores comunes y maximizar los beneficios de la expansión internacional.

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Comprender y evitar las trampas de la expansión internacional2022-10-19T15:38:42-04:00

How CFO Advisory Services Can Help Your Company Emerge from an Economic Downturn in a Stronger Position

Instead of approaching a bad economy in a state of panic, take advantage of this opportunity to assess your current financial situation and strengthen your position.

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How CFO Advisory Services Can Help Your Company Emerge from an Economic Downturn in a Stronger Position2022-07-27T17:30:35-04:00

5 factores a considerar al elegir la ubicación adecuada para su negocio

Ya sea que esté iniciando un nuevo negocio, mudándose a una nueva ubicación, expandiéndose a nuevos mercados, considerando adquisiciones o ingresando al mercado de los EE.UU. desde otro país, el asociarse con el equipo de CFO Advisory para los servicios de selección de sitios, le permitirá tomar decisiones informadas y seguras. Leer el artículo "5 factores a considerar al elegir la ubicación adecuada para su negocio" por Robert O. Mayer, CPA para obtener más información.

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5 factores a considerar al elegir la ubicación adecuada para su negocio2022-04-08T12:52:59-04:00

5 Factors to Consider When Choosing the Right Location for Your Business

Whether you’re starting a new business, moving to a new location, expanding to new markets, considering acquisitions, or entering the U.S. from another country, partnering with the CFO Advisory team for site selection services will allow you to make educated, confident decisions. Read the article "5 Factors to Consider When Choosing the Right Location for Your Business" by Robert O. Mayer, CPA to find out more.

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5 Factors to Consider When Choosing the Right Location for Your Business2022-04-03T15:25:20-04:00

Caso Práctico: El Equipo de CFO Services Asesora a una Startup SaaS sobre cómo Iniciar un Crecimiento Sostenible

Los fundadores de una Startup SaaS experimentaban lo que llamamos “Remordimiento del Fundador”. Ellos mismos se encargaban de todo el trabajo operativo, financiero y de cumplimiento, incluidos los informes financieros para Accionistas e Inversionistas. Su principal problema era la falta de un plan viable para administrar el negocio.

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Caso Práctico: El Equipo de CFO Services Asesora a una Startup SaaS sobre cómo Iniciar un Crecimiento Sostenible2022-04-07T16:56:23-04:00

Case Study: CFO Advisory Team Helps SaaS Startup Get on Track for Sustainable Growth

The Founders of a SaaS startup were experiencing what we call “Founder’s remorse.” They were handling all operational, finance, and compliance work themselves, including financial reporting to the Board and Investors. The major underlying issue was that they never had a viable plan for managing this side of the business.

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Case Study: CFO Advisory Team Helps SaaS Startup Get on Track for Sustainable Growth2022-04-03T15:26:12-04:00

Case Study: CFO Advisory Team Assists Italian Company with Audit and SEC Reporting

When an Italian Company was having difficulty with a U.S.-based auditing firm, a Partner and Director of the Italian Group in the International Department of Prager Metis CPAs, Andrea Fantozzi, referred the Company to Prager Metis - CFO Advisory Services. We were retained by the Italian Company, and immediately got to work assisting the CFO and Controller by providing documentation that would satisfy the auditors and required by the Company to move forward with its planned public offering.

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Case Study: CFO Advisory Team Assists Italian Company with Audit and SEC Reporting2022-03-10T17:45:24-05:00

Case Study: CFO Advisory Team Brings Best Practices and Financial Clarity

Our CFO Advisory experts were introduced to a company, which will remain anonymous, because the company needed financial statement services so it could present a picture of its entire operation to a potential acquiring company. The deeper our team analyzed the company’s financial and tax history, the more apparent it became that the company was in need of a broader scope of services. 

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Case Study: CFO Advisory Team Brings Best Practices and Financial Clarity2022-03-10T17:45:37-05:00

Restructuring Your Finance Department – Consider CAS

The COVID-19 pandemic has adversely affected many businesses and their ability to function. Office closures and staff reductions can hamper a business’s ability to have immediate access to up-to-date financial information which is essentia

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Restructuring Your Finance Department – Consider CAS2022-03-10T17:46:07-05:00

How Can a Professional Employer Organization (PEO) Benefit Your Company?

Our CFO Advisory Services Team is often asked, “What can we do about the high costs of employee health insurance and benefit plans?”, and our response is, “have you looked into a PEO?”

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How Can a Professional Employer Organization (PEO) Benefit Your Company?2022-01-13T14:07:56-05:00
organization restructuring

Restructuring, Redirecting, Restoring: Helping Your Business Survive COVID-19

One of the most obvious consequences of the COVID-19 pandemic has been the large reduction in revenue for businesses.  Restructuring and reducing staff may have been necessary steps to surviving and keeping the doors open.   

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Restructuring, Redirecting, Restoring: Helping Your Business Survive COVID-192023-07-03T10:11:20-04:00