Know where your business actually stands.
A CPA-led fractional CFO and advisory practice for closely held businesses in East Texas and across the country.
About this practice
Twenty-five years of finance leadership inside Walmart, Coldwater Creek, Disney, Amazon, Intel, PepsiCo, and PayPal, now applied to closely held businesses that need the same caliber of finance function. One CPA-led practice. No handoffs.
Contact
keith@purdy.cpa · 903.520.0223 · Tyler, Texas
Services
Fixed-scope work outside the retainer pillars, often the way new clients start. Common projects include:
A single-period structural-supportability assessment that tests whether your current financial picture actually holds together.
Quality of earnings analysis and CFO-side transaction support for owners considering a sale, recapitalization, or acquisition.
M&A integration support: purchase accounting, balance-sheet integration, and financial reporting alignment.
Lease accounting implementations.
Treasury and banking operations build-out.
Targeted system selections or remediation.
Fractional CFO
Strategic financial leadership for closely-held businesses without a full-time CFO. Monthly oversight of accounting, planning, banking relationships, and capital decisions. 13-week cash forecasting, monthly leadership reviews, quarterly check-ins, and on-call advisory between them.
Client Advisory Services
Ongoing advisory across the day-to-day financial operations of the business: reporting, reconciliations, controls, month-end close discipline, and SSARS-compliant Preparation engagements (AR-C 70) for businesses that need a defensible financial statement. Management retains written responsibility for the statements. No assurance is provided.
Financial Systems Advisory
Special-Project Engagements
Selection, implementation, and remediation of the financial systems that produce your numbers: ERP, GL, FP&A, and the integrations between them. Twenty-five years of doing this at scale, at organizations where the system handled $50B in revenue and thousands of leases across multiple geographies.
The work is to know what's true about a business, then act on it.
Not sure which fits?
Most conversations start with a 30-minute call. We'll figure out the right shape together. If Purdy Advisory isn't it, you'll get a direct answer about that too.