Customized, flexible services from professionals with real-world experience.
Leverage best practices in accounting, reporting, controls, payroll, and processes by outsourcing your financial management or accounting functions on a temporary or long-term basis. Working as an extension of existing staff, your advisors will become engrained in the business and understand your specific goals and challenges. This results in management and accounting services customized to your unique needs, allowing you to focus on day-to-day business operations and make more informed decisions.
Your internal staff will benefit from working alongside seasoned professionals who can provide direction, answer questions and share knowledge garnered from years of hands-on experience. You will always have the flexibility to choose the level of service desired. And your dedicated engagement team will work onsite or remotely (if preferred)βon a weekly, monthly or quarterly basis.
AMO Services

Fractional CFO / Controller
- Strategic plan consulting
- Financial and tax strategy consulting
- Banking relationship assistance
- Insurance and risk review
- Auditor, board, and investor relations assistance and participation
- Advisor to CEO
- Contract and vendor management assistance
- Best practices implementation
- Finance staff mentoring and coaching
- Month-end close assistance
- Budgeting process assistance
- Metrics and KPIs recommendations
- Internal controls improvements
- Revenue and cash flow forecasting
- Financial statement improvement
- Debt activity and compliance assistance
- Accounting systems review and enhancement
- Employee benefit plan review
BOLD denotes CFO functions

Bookkeeping and Financial Statement Preparation
- Monthly or quarterly accounting
- Month-end close
- Financial statement preparation and compilations
- A/R and A/P processing
- State and federal reporting requirements
- Sales and use tax filings
- Fixed asset schedule preparation and upkeep
- Other accounting records management

Consulting and Preparation
- General payroll consulting
- Payroll processing
- Payroll tax return filings
- Form 1099 preparation
- Multi-state withholding (mobile workforce or remote work)
- Payroll tax credits
- Federal and state agency notice support
- Employee fringe benefit taxation
- Payroll tax planning and forecasting
- Payroll system consulting
- Buy-side transaction payroll tax due diligence
- TPA services for 401(k)
- Payroll accounting

Guide to Fractional CFO and Controller Support
AMO Leadership Team
Greg Smith
AMO Practice Lead | Fractional CFO/Controller Team LeaderCourtney Baskette, CPA
Senior Manager, Accounting Services Team LeaderMelissa Doumbia
Manager, Payroll Services Team LeaderRedpath Insights Blog
M&A Advisory Outlook for 2023
Are we in for a year of robust activity when it comes to mergers and acquisitions and do buyers or sellers hold more cards these d ...READ MORE
Are You Using Your KPI Tracker Wrong?
How well is your business doing? There is no way to know for sure unless you regularly monitor progress. That means you must have ...READ MORE
How to Attack your Operating and Business Expenses with a Fractional CFO
Staffing continues to be a challenge across industries, including accounting. Even if you wanted to hire a full-time CFO, executiv ...READ MORE