Services

Fractional CFO

Financial Reporting and Analysis

Accurate financial reporting and analysis are essential for clarity, compliance, and confidence in making sound business decisions. At GoldmanWolfe, we provide financial services designed to give business leaders the tools they need to act strategically.

We prepare monthly, quarterly, and annual financial statements in accordance with GAAP and other relevant frameworks. Investor presentations, board meetings, and internal strategic planning all benefit from our financial reporting and analysis. Our team supports everything from day-to-day accounting to controller-level reporting, ensuring that your records are organized, accurate, and presentation-ready.

In addition to core reporting, we offer tailored financial analysis to help you monitor profitability, cash flow, and other key performance indicators. We can help evaluate budget-to-actual results, create cash-flow projections, and develop management dashboards that support real-time visibility and control.

These are some of our key service areas at GoldmanWolfe:

• Reporting & Analysis: Financial statements, KPI tracking, budgeting, and forecasting
• Audit Support: Internal controls, audit preparation, and assurance services
• Fractional CFO: Interim leadership during growth, transition, or M&A events

Our services are particularly valuable during periods of expansion, restructuring, or fundraising. Whether you need support for investor presentations, board reporting, internal strategic planning, or a fractional CFO, GoldmanWolfe provides support that drives confident decisions and a strong financial foundation for your growth.

Whether you’re scaling operations, seeking funding, or preparing for an audit, GoldmanWolfe provides the financial clarity and leadership needed to move forward with confidence.

Audit Readiness

Audit Readiness For Less Stressful Audits And Better Compliance 

Financial audit preparation requires careful attention to detail. Having the correct documentation, internal controls, and processes in place ensures your company is in compliance and avoids costly delays in the audit process.

At GoldmanWolfe we help you prepare for your audit. We will:

• Gather all financial statements and supporting documents, and ensure all your required documentation is accurate, up to date, and complete.
• Review internal controls to identify weaknesses or gaps and complete a business improvement review.
• Ensure all accounts are reconciled and correct any discrepancies.
• Ensure compliance with financial reporting standards.
• Confirm licensing, tax, and industry-specific compliance
• Complete a risk assessment to identify missing documentation or unusual transactions and correct issues.
• Prepare roll forward schedules, cash tie-outs, and consolidations if necessary.
• Help your designated staff understand what to expect during an audit and how to respond to questions from the auditor.

Proper preparation for an audit enables you to complete the audit on time. This can reduce the overall cost of your audit. Financial transparency builds trust with stakeholders, and maintaining audit readiness contributes to increasing readiness to make strategic moves.

Outsourcing your audit preparation to GoldmanWolfe reduces stress and ensures your staff are prepared and confident going into an audit.

Forecasting and Budgeting

Forecasting and budging each have the potential to make or break your business.  

Forecasting is the science and art of evaluating financial information about your business and the industries in which you operate, allowing leaders to make data-driven choices about the company’s future.

Using established tools like bottom-up forecasting, company leaders make decisions about staffing, asset acquisition, and budgets based on informed projections of your, and related industries.

Outsourcing your financial forecasting to GoldmanWolfe gives your company several advantages. Our consultants have experience developing accurate forecasts for a wide-range of industries.  We stay informed about where your industry is headed and its relationship with the wider economy. This gives you objective and accurate financial models to create your business strategy.

Creating a solid budget based on the most accurate business forecasting sets your business up for success.  

Proper budgeting evaluates your company’s projected spending and allocates funds to meet those spending needs.  When combined with your company’s financial forecasting, it allows you to see the bigger picture for more accurate budget planning and financial projections. This allows you to plan for growth.

At GoldmanWolfe, we combine our forecasting, financial reporting, and budgeting services to give your business the advantage you need to thrive. Our consultants use industry standard methods so that your data can tell its own story.

Team Restructure and Training

When businesses experience growth, turnover, or operational inefficiencies, team restructuring can be essential for long-term success. At GoldmanWolfe, our Fractional CFOs provide the strategic oversight and hands-on support needed to restructure finance departments and elevate internal capabilities without the cost of a full-time executive.

We assess a client’s current team structure, workflows, and reporting lines. From there, we identify gaps, redundancies, and opportunities to improve alignment with your business goals. Whether you are preparing for a transaction, onboarding new systems, or scaling operations, our experienced CFOs design and implement right-sized team structures that support efficiency and accountability.

Team restructuring is only part of the process. 

Our Fractional CFOs also provide direct training to staff, ensuring that new processes, roles, and tools are implemented smoothly. We empower in-house personnel with the knowledge and confidence they need to succeed, reducing dependency while increasing performance and morale.

Our services are ideal for companies in transition, such as startups growing into mid-market operations or businesses navigating leadership turnover. We help build stable, scalable financial teams ready to meet dynamic demands.

At GoldmanWolfe, we don’t advise from a distance. We roll up our sleeves to help build stronger, smarter finance teams from the inside out.