Outsourced Controller & CFO Services

Expert business solutions you can trust

At Allegra J. Stevens CPA, a Phoenix CPA firm, we recognize that many growing businesses need the advice and support of a financial professional from time to time without the additional expense of hiring a full time CFO. That's why we offer outsourced controllership services to Phoenix businesses in need of support with issues like strategic planning, financing, oversight of accounting and IT, budgeting and other needs.

We will work with your business to customize our CFO and controller services so you will only pay for the services you need. With the guidance and support of a professional financial manager, you will begin to make better business decisions, clarify your business plans and free up valuable time to grow your business.Contact Us for a FREE Initial Consultation

Ongoing Services:

  • Bookkeeper and accountant direction
  • Tax planningand strategies
  • Management information audit and analysis
  • Accounting systems and controls
  • Strategic planning and forecasting
  • Financial reporting and analysis
  • Profit improvement
  • Cash flow planning and analysis
  • Bank reconciliations
  • Accounts payable and accounts receivable
  • Payroll
  • Point-of-sale software and support
  • QuickBooksaccounting software training and support
  • Liaison with outside CPA, attorneys, bankers and other consultants

Advisory or Project-Based Work

  • Management coaching
  • Retirement planning
  • Business planning
  • Software functionality review
  • Third-party software integration
  • Government compliance
  • Employee compensation and incentive plan
  • Exit strategy
  • Raising capital
  • Risk management


Send us an e-mail or call us today at 760-914-0208 and ask for Allegra Stevens to discuss your business needs with an experienced Phoenix CPA.