Executive finance leadership, with the controls to match.
We provide senior financial leadership to privately held middle-market businesses through fractional CFO services, interim CFO leadership, and controller support. We strengthen financial strategy, cash flow, forecasting, reporting, and controls so management, boards, and lenders can act with confidence. Tax return preparation, compliance filings, bookkeeping, and assurance stay with your CPA.
Fractional CFO leadership, integrated by design.
The right controls, reporting cadence, and governance give management, boards, and lenders confidence in every decision.
We give privately held middle-market businesses senior financial leadership without the overhead of a permanent hire. Fractional CFO services and interim CFO leadership bring disciplined planning, reporting, cash-flow visibility, and finance-function improvement through periods of growth, transition, or complexity. Perrin & Co.’s established Managing Director team brings a multidisciplinary perspective to financial decisions and can draw on capital structure, financing, M&A, restructuring, real estate, accounting advisory, and business advisory capabilities when clients direct broader support. That integrated model helps leadership connect finance decisions to strategy while keeping the engagement focused. Tax return preparation, compliance filings, bookkeeping, and assurance stay with your CPA.
Senior financial leadership from Perrin & Co.’s established Managing Director team, integrated with the broader advisory platform when clients direct it.
Organizations engage Perrin & Co. for fractional CFO services when they need experienced financial leadership without a full-time hire; interim CFO leadership can bridge an executive transition, stabilize cash flow, or improve reporting. For organizations seeking outsourced CFO services, our model provides senior, integrated advisory for sophisticated middle-market finance functions.
Facing a similar situation? Discuss your priorities with our senior advisory team.
Senior, hands-on finance leadership for fractional CFO services and interim CFO leadership — including CFO departures or executive transitions, rapid growth, financial complexity, and periods of change. We strengthen financial strategy, budgeting and forecasting, cash-flow and liquidity management, financial modeling, reporting, controls, and operating accountability; interim controller support is also available when the finance function needs added capacity.
Board-, lender-, and management-grade financial reporting — including KPIs, management reporting, and stakeholder communication — that gives leadership a clear, defensible view of performance.
A stronger control environment: internal controls, risk assessments, segregation of duties, delegation of authority, fraud-prevention controls, and COSO-aligned frameworks.
Documented accounting and business policies, workflow documentation, and finance process mapping that make operations repeatable and reviewable.
Resolution of complex matters — revenue recognition, business combinations, leases, and new-standard adoption.
Building or reviewing financial models for acquisitions, dispositions, lender requirements, due diligence, and strategic initiatives, with finance insight that supports transaction readiness and sound decisions.
Evaluating the tax implications of entity structures, acquisitions, dispositions, and significant asset decisions — integrating tax strategy with liquidity, financing, and broader financial objectives, in coordination with clients’ existing legal and accounting advisors.
Redesigning the month-end close, chart of accounts, accounting oversight, and reporting workflows — with ERP implementation support — to move from weeks to days.
Evaluating people, process, and systems, then modernizing the finance function to match the trajectory of the business.
We assess the finance function end to end — people, process, systems, and controls — and identify where reporting, close, and governance are falling short.
We install the leadership, cadence, and controls the business needs now: reliable reporting, a disciplined close, and clear accountability.
We document policies and procedures, strengthen the control environment, and redesign workflows so the improvements outlast the engagement.
We mentor the internal team and hand off a finance function built to scale with the business.
This article explains what that integrated approach looks like, why it matters specifically in the middle market, and how to tell whether your company needs it.
A practical framework for evaluating fractional CFO firms across mandate, operating experience, reporting, liquidity, technology, team depth, and commercial terms.
Rapid growth can strain liquidity, reporting, controls, staffing, and decision-making. This article explains the financial infrastructure organizations should strengthen as they scale.
Connect with our senior advisory team to discuss your situation and explore how Perrin & Co. can help.
