Our Services

We specialize in providing quality financial services to the business community.

CFO Consulting Services

CFO consulting services span many areas of specialty; including: operational accounting, financial reporting, accounting systems implementation, restructuring and turnaround, audit preparation, and inventory management. Also, several forms of transaction services are available.

Operational Accounting

Accurate, effective, and timely operational accounting is a critical component to any business’s success. Every business must collect receivables, pay vendors, invoice customers, and reconcile their bank accounts. Losing control of any one of these functions can impair a company’s ability to operate. Many companies don’t have the time or resources to effectively manage essential operational accounting tasks. Capstone Business Group provides the opportunity to outsource, augment, and/or upgrade these functions. 

Financial Reporting

Accurate, effective, and timely financial reporting is critical to any business’s success. For any decision making process to be effective, decisions must be made based upon accurate, concise, and current data that is presented in a timely manner. You significantly impair your ability to make strategic decisions if your reporting does not accurately present your financial position, or if you receive this information so late that it is no longer relevant. While this concept seems so easy to understand, problems from this basic concept plague businesses of all sizes.

Timely bank reporting to comply with covenants is critical to maintaining a healthy banking relationship. Let us help with the required disclosures. Our advisors have experience reporting working capital, borrowing base calculations, and other covenants associated with debt financing. Making sure adequate attention is paid to these reporting requirements will ensure you have the access to operational and growth capital.

Audit Preparation

Our advisors have extensive experience in financial statement audits and compliance audits. We know what is required to obtain appropriate comfort over financial statements. We can expedite the audit process by adding considerable expertise at minimal cost.

Transaction Services

From strategy to execution, Capstone Business Group's transaction services provide a unique, seamless follow-through from strategy to execution of your deal. Our tailored approach begins with listening and understanding your transaction needs. We provide you with the right balance of functional, regional and industry expertise on each of your deals to ensure the quality and scope of deliverables are appropriate for your needs. Our approach to the deal process provides you with the opportunity to have transparency into your deal and ensure you can make profitable strategic decisions.

Our dedicated and experienced team can lead your engagement or augment your deal team.

We provide services for:

  • Mergers & Acquisitions
  • Significant contractual agreements
  • Divestitures advising
  • Sell-side assistance


Temporary Accounting Services

If you have a short term need for accounting services, we offer excellent temporary accounting services that can help you. Temporary accounting is perfect for businesses that may be a little short-staffed and need accounting help during any busy time of the year. The next time you have a need for temporary accounting services, contact us!

Contact our office today to learn more and get started.

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