CFO Services

Crosslin has long been a supporter of emerging businesses, non-profit organizations, and entrepreneurs; in fact, our firm was founded with an entrepreneurial drive, a team of hard-working CPAs, and a hope for a dream to be fulfilled. We know firsthand the challenges and opportunities that today’s emerging businesses and non-profits face. Crosslin has a strong desire to see similar organizations succeed and, to assist in those efforts, we have specifically created this division to serve our emerging businesses, non-profit, and entrepreneurial clients.

With all of our services, the goal of Crosslin’s CFO Services division is to help your emerging organization get organized financially, strategically, and to plan for the future. Having the proper financial structure in place helps you grow your business or organization at a more rapid pace by increasing your visibility and allowing you to take advantage of your successes and address your weaknesses in a timely manner. Furthermore, as your business or organization grows, we have the expertise you need to meet your projected needs. Our client service is hands-on and personal, as we strive to provide you with assistance on the large, complex issues as well as your day-to-day needs.

Our CFO Services division, working closely with our tax department, offers a full range of tax and accounting advisory services to help emerging organizations meet their goals and achieve maximum effectiveness and efficiency.

The team at Crosslin is ready to help you Do More. Be More.®

How We Help


Crosslin offers weekly, monthly, quarterly or annual bookkeeping services as maintaining these records is critical when preparing for future tax returns.

Bank Reconciliations

We match the balances in an entity's accounting records for a cash account to the corresponding records on a bank statement.

Accounts Receivable

Crosslin coaches business owners and organization leaders on best practices for accounts receivable procedures in order to maximize cash flow and establish data quality control.

Monthly Statements

Crosslin provides monthly account statements which illustrate financial account activity from the beginning to the end of a designated month.

Periodic Reports

Crosslin prepares periodic reports that may be requested by investors in a new company or governing body in certain industries.

Concierge Services

Crosslin provides private and personal accounting to individuals including bill paying and record keeping, budgeting and cash flow management, coordinating with other advisors and vendors, and expense tracking.

Accounting Systems

As a new business, one of the advantages is being able to design an accounting system from scratch to build the foundation for solid growth and reporting.

Budgeting and Projection

Crosslin's budgeting and projection services can support long term goals, strategic planning initiatives, and accurate forecasting.

Cash Flow Review

The most significant challenge of many emerging businesses and non-profits is lack of adequate cash to operate on a continuous basis. Maintaining revenue sources is critical but the failure to maintain adequate cash flow can lead to the end of the organization.

Cost Control Analysis

Crosslin benchmarks the cost control systems of organizations to evaluate the efficiency of their operating processes.

Independent Contractors

Crosslin offers accounting services and tax consulting to 1099 contractors, consultants and other self-employed customers across the U.S.

Tax Return Preparation

Our Tax Team works with the business owners, non-profits, and entrepreneurs to file tax returns and meet tax regulation requirements.


By professionally assessing your financial situation and goals, Crosslin assists business owners as they plan for retirement.

Succession Planning

The focus of succession planning is the continuity of an organization from one group of owners or management to the next in line.


Crosslin’s Valuation Team provides a complete array of comprehensive business valuation services and also supports litigation efforts.

Business Advice

Crosslin offers business consulting services to executives who are looking to prepare their venture for the next phase of growth.