Our CFO and Controllership Consulting practice provides a full spectrum of controllership and CFO services to companies of all sizes, both public and privately held, across many different industries. Our team is comprised of partners, directors and managers with experience in controllership and CFO positions as well as all matters surrounding public accounting.

We can provide executive level strategic direction, top notch financial planning and analysis, technical consulting on complex matters, special project execution, and high quality transaction processing in a world class control environment. Our team provides the following services, acting as an extension of our clients corporate finance team to support the office of the CEO/CFO. We truly enjoy providing value through turning around difficult situations, meeting tough deadlines, training people and creating processes that can run smoothly long after we have finished assisting your company.

Interim Management Services

With our diverse team, we are well-positioned to address our client’s interim management needs for all roles from accounting/finance managers to CFOs ensuring continuity and integrity of the Companies accounting, finance, and business operations.

Our professionals require limited onboarding time and actively assist in identifying a permanent replacement, interviewing, and onboarding to ensure a seamless transition.

  • Accounting/Finance Senior/Manager
  • SEC Reporting Manager/Technical Accountant
  • Controller/Director of Finance
  • CFO

Accounting Outsourcing Services

Our outsourcing services allows small business, start-ups, and mid-market clients to leverage our strategic technology partnerships to automate transaction processing and back office operations.

The technology partnerships include Xero, Quickbooks, Intacct, Bill.com, Receipt Bank, ADP Run, Gusto, and Expensify that we can establish, implement, and maintain. These services are cost efficient, flexible, and integrate clients operations work flow, providing them with increased visibility into Company on a real-time basis and more time to focus on growing the business. Our team will create a sound accounting foundation to align your financial and operational goals. Clients are able to utilize our technical professionals while receiving the following resources:

  • Transaction Processing – Automation and integration between systems simplifies business process including accounts payable, accounts receivable, payroll, and other back office operations.
  • Financial Reporting and Close Processes – Provides real time insight to the financial and operational status of the company while allowing Companies to simplify the close process. Users can also easily review key performance indicators to assess the profitability at multiple levels.
  • Budgeting and Forecasting – Increased visibility leads to enhanced planning, forecasting, and financial modeling.
Careers at Marcum

Contacts

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Ethan  Brysgel

Ethan Brysgel

CFO & Controllership

  • Assurance
  • New Haven, CT
Lisa  Delfini

Lisa Delfini

Partner

  • Assurance
  • New Haven, CT
Michael  Discepolo

Michael Discepolo

Director

  • Assurance
  • New Haven, CT
Dean  Drummond

Dean Drummond

Partner

  • Advisory and Consulting
  • Boston, MA
Dawn  Meeker

Dawn Meeker

Director

  • Assurance
  • New Haven, CT
Patrick  O'Reilly

Patrick O'Reilly

Principal

  • Advisory
  • Portland,
James D. Wilkinson

James D. Wilkinson

Office Managing Partner

  • Assurance
  • Providence, RI