Flexible Finance and Accounting Services

Financial Operations Strategy

If your business is looking for customized CFO-level advice, controller-level analytics, or daily bookkeeping services, Pinion's CFlexO services provide the financial base to suit your needs. It’s a flexible, scalable program that can round out, supplement, or drive the financial side of your business.

CFO-level Services

  • Capitalization
  • Growth strategy
  • Tax planning
  • Quarterly meetings
  • Entity structure
  • Risk mitigation

Controller-level Services to Manage and Analyze:

  • Financial planning and analysis
  • Key performance indicators/Dashboard
  • Cash management
  • Debt management
  • Financial reporting package with management discussion and analysis

Bookkeeper-level Services for Daily Support:

  • Bookkeeping
  • Payroll
  • Internal controls
  • Policies and procedures
  • Bill payment
  • A/R management

Our on-demand CFO can help you get started with an on-site service assessment to explore challenges and recommend resources to fulfill your needs.

Key Contact

Speak to a Financial Operations Strategy Expert


Pinion Isom recently conducted a survey to benchmark compensation packages for controllers and CFOs that provides specific, timely data from a cross-section of farms. View the data and additional insights.


Meet your long-term goals with this flexible financial and accounting service.


Your business’ key seasons—optimization, expansion or transition—may occur all at once or build slowly upon each other. They are driven by challenges and opportunities. Read how we help strengthen businesses at each stage.

Recent Financial Operations Strategy Insights