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Solutions Suite

CFO to Go

Company Overview

Since 1993, P&L Investments, LLC has provided its CFO to Go solutions to small and medium-sized businesses as a cost-effective alternative for companies that do not need or cannot afford an experienced, full-time CFO.

Why P&L’s CFO to Go Solution?

Companies of all sizes require the discipline of financial leadership to grow their business and drive profitability. P&L’s CFO to Go provides companies with long-term value by delivering best-in-class accounting expertise and operational excellence. Most importantly, P&L’s CFO to Go enables business owners to focus their energies and time where they are the most valuable.


With more than 125 years of combined experience P&L’s CFO to Go delivers value-added financial management and accounting services while minimizing the learning curve. We meet regularly to capitalize on the synergy of the client/P&L teams and leverage the collective learnings. We continually develop propriety tools to improve our service delivery. Clients benefit from the access to our knowledge base developed over our diversified experiences

What Does P &L’s CFO to Go Solution Deliver?

Unlike an “interim” or “part-time CFO,” P&L’s CFO to Go solution delivers a robust suite of financial management and accounting services, similar in scope to the responsibilities of a full-time CFO.

By deploying P&L’s CFO to Go solution in your company, you receive:

  • Highly knowledgeable accounting professionals willing to ask the tough questions
  • The discipline of a long-term strategic viewpoint that keeps the business on track
  • Timely reporting of financial results leading to proactive responses
  • A laser focus on managing your critical cash-flow position
  • Enhanced credibility with lenders, resulting in improved relationships
  • An experienced “ eagle eye” scouring for cost savings and profit improvements
  • The power of benchmarking your results against other businesses
  • An objective mentor who provides direction and guidance to accounting staff
  • Access to P&L’s CFO to Go network of established resources

Assurance That “Nothing Slips Through the Cracks”

P&L’s CFO to Go Solution effectively “fills in the gaps” resulting from the absence of an acting CFO or from events such as organic growth, acquisitions, systems integrations, or restructurings

  • Our solution provides a CFO who actively participates as a member of your senior management team and offers an informed sounding board.
  • Solution suite includes but is not limited to the following functions:
    • Financial statements
    • Budgeting / forecasting
    • Financial models
    • Cash flow projections
    • Cost analysis
    • Banking relationship development
    • Risk management
    • Tax services and certified statements

Bottom-Line Value: Combination of Experience and Diversified Management Skills

P&L’s CFO to Go Solution brings together a robust team of professionals with such characteristics:

  • Certified Public Accountants
  • Degreed in Accounting
  • MBAs from top-tier business schools
  • Strong financial management skills
  • Big-8 accounting experience from prior controllership and treasurer roles
  • Respected for confidentiality and integrity

Administrative Support

Scalable Solutions to Accommodate Your Financial Management Needs

P&L’s CFO to Go offers you the flexibility and convenience of having financial management resources at your disposal when the following business circumstances arise:

  • Audit Prep
  • Account Reconciliations
  • Cash Forecasting
  • Credit & Collection
  • Divestiture
  • Financing
  • Financial Reporting
  • Merger & Acquisition
  • Negotiation
  • New Venture Start-up
  • Product Profitability
  • Project Management
  • Projections
  • Special Analysis
  • Strategic Planning
  • System Implementation
  • Turnaround

View Comparative Analysis

Internal Financial Management Resources vs. P&L’s CFO to Go Solution