Advisory & Fractional Services

Expert Fractional CFOs & Controllers | Financial Assessments, Systems Implementation, & Internal Controls

MGR’s newest team is offering comprehensive financial leadership for businesses at every stage. From strategic CFO support to accounting assessments, system migrations, and fraud diagnostics, we’re your partner in building strong financial foundations.

Our Advisory Mission
At MGR, we provide small and medium-sized businesses with expert financial leadership through fractional CFO and controller services, strategic financial assessments, systems implementations, and fraud & internal controls diagnostics. Our mission is to help organizations optimize their financial operations, improve decision-making, and safeguard their business from financial risks. Whether you’re scaling, restructuring, or just needing an extra set of hands, we’re here to provide the support and expertise you need.

Our Approach
We understand that no two businesses are the same. That’s why we take a customized approach to meet your unique needs, whether it’s providing senior-level financial leadership, optimizing your accounting systems, or diagnosing and preventing fraud. Our team works as an extension of your organization, delivering solutions tailored to your goals, challenges, and growth stage.

What We Do:

Fractional CFO & Controller Services

We offer high-level financial leadership on a flexible, part-time basis. Our fractional CFOs and controllers step in as trusted partners to help your business thrive with:

Fractional CFO Services: Offering strategic oversight, financial forecasting, budgeting, and guidance to optimize your business’s financial performance.
Fractional Controller Services: Managing day-to-day accounting operations, overseeing financial reporting, and ensuring compliance, so you can focus on growing your business.

Accounting & Finance Assessments

We conduct comprehensive assessments of your current accounting and finance functions to identify strengths, weaknesses, and areas for improvement. Our assessments cover:

Financial Health Check: A thorough review of your financial statements, KPIs, and reporting systems to ensure accurate and timely reporting.
Process & Workflow Evaluation: Identifying inefficiencies in your financial operations, from accounting to reporting, and recommending process improvements.
Profitability & Cost Analysis: Analyzing profit margins, cost drivers, and financial strategies to help you improve profitability.

Systems Implementations & Migrations

Implementing or migrating financial systems requires careful planning and execution to ensure smooth transitions and minimal disruption. We specialize in:

Systems Discovery & Selection: Performing deep dives into your existing needs, skills, and future growth in order make sure you’re choosing the right tools for your team and goals.
ERP Implementation: Supporting the selection, integration, and deployment of enterprise resource planning (ERP) systems tailored to your business’s needs.
Accounting Systems Migration: Seamlessly migrating your accounting and financial systems to new platforms, ensuring data integrity, compliance, and minimal operational downtime.

Fraud & Internal Controls Diagnostics

Protect your business from financial fraud and risks with our internal controls diagnostics. We assess your financial operations to identify vulnerabilities and implement solutions to mitigate fraud. Services include:

Fraud Risk Assessment: Evaluating your current systems and processes to identify fraud risks and recommending measures to reduce exposure.
Internal Controls Review: Conducting thorough diagnostics of your internal controls to ensure they are effective in safeguarding assets, preventing errors, and ensuring compliance.
Setting Industry Best Practices: Helping you establish robust internal controls and frameworks in line with industry standards to give you confidence in your systems and processes.

Want to learn more? Please call us at 210-826-8000 or email us at [email protected] or ﬁll out the form below and we will contact you.