Our Financial Services
Empowering Your Business with Tailored Financial Solutions
At Adams Woollgar, we specialize in delivering comprehensive financial services designed to support businesses in Sacramento and beyond. With decades of experience, we provide strategic insights and operational expertise to help your organization thrive.
CFO & Controller Services
Strategic Financial Leadership Without the Full-Time Cost
Your business needs expert financial oversight—strategic insights, accurate reporting, strong internal controls, and financial stability—but hiring a full-time CFO or Controller may not be the right fit. That’s where we come in. Our Fractional CFO & Controller Services provide the financial expertise you need, tailored to your business’ scale and stage of growth.
How We Help:
Financial Process & Controls Optimization – Assess and refine your accounting processes to improve accuracy, efficiency, reporting, budgeting, and forecasting.
Strategic Financial Guidance – Align financial strategies with your business objectives, helping you interpret financial data to drive informed decision-making.
Transaction & Project-Based Consulting – Provide strategic and hands-on support for major financial events, such as mergers, acquisitions, financing, or leadership transitions.
Internal Controls & Risk Management – Identify vulnerabilities, implement best practices, and strengthen financial oversight to protect your assets and ensure compliance.
Audit & Compliance Readiness – Prepare for financial audits, lender reviews, or investor due diligence with expert guidance.
Accounting Team Advisory & Support – Work alongside your finance team to refine workflows, enhance reporting accuracy, and improve month-end close processes.
Cash Flow & Working Capital Strategies – Optimize cash flow management and financial stability to support long-term growth.
ERP & Accounting Systems Evaluation and Implementation – Assess current systems, recommend scalable solutions, and assist with the selection, implementation, and optimization of ERP and accounting software to enhance financial reporting and operational efficiency.
Why It Matters
Growing businesses often face financial blind spots—inefficiencies, compliance risks, or inaccurate reporting—that can slow growth and increase risk.
Strategic financial leadership ensures better decision-making, stronger internal controls, and improved operational efficiency.
By partnering with us, you gain expert financial guidance at a fraction of the cost of a full-time executive, helping you drive sustainable success.
Our CFO & Controller Services
deliver the expertise you need—when you need it—so you can focus on growing your business with confidence.
CFO/Controller Roadmap
Our unique diagnostic tool assesses and improves your financial leadership structure. We provide tailored recommendations to:
- Enhance CFO and controller responsibilities
- Improve financial processes
- Develop a roadmap for stability and growth
Benefits: Clarify financial leadership roles and ensure your processes align with business goals.
Business Intelligence
- Identifying key performance indicators (KPIs)
- Determining business drivers and goal alignment
- Developing dashboards and reporting systems
Benefits: Make informed decisions with real-time insights.
Due Diligence and Special Transactions
- Acquisition/disposition modeling and strategy advice
- Due diligence assistance and data room management
- Post-acquisition integration and financial optimization
Benefits: Reduce risks and ensure smooth transitions during critical financial events.
Advanced Microsoft Excel Modeling
- Financial forecasting and scenario planning
- Inventory and operational dashboards
- Tailored Excel solutions for complex challenges
Enterprise Risk Management (ERM)
- Identify key risks and assess their impact.
- Develop structured ERM frameworks aligned with strategy.
- Provide risk monitoring, reporting, and mitigation plans.
- Support executive teams with governance and compliance.
Why It Matters: A proactive ERM approach strengthens financial resilience, improves decision-making, and builds stakeholder confidence. Let us help you turn risk management into a strategic advantage.