Osiris CPA Strategic CFO Advisory: Enterprise-Level Oversight for Arizona Growth

In the Tucson business landscape, growth often outpaces internal accounting capabilities. At Osiris CPA, PLLC, our Part-Time CFO and Strategic Advisory services are designed for businesses that require enterprise-level financial oversight without the cost of a full-time executive. We provide the “forward-looking” data you need to scale with confidence, ensuring your decisions are rooted in professional accuracy and strategic foresight.

Our Strategic Methodology

Our engagement begins with a fundamental understanding of your business objectives and the identification of the purpose, nature, and goals of our work. We conduct our services in accordance with the Statement on Standards for Consulting Services (SSCS) issued by the AICPA.

Key Advisory Pillars

  • Financial Visibility & KPI Dashboards: We move beyond historical reporting to provide real-time visibility. We assist management with significant judgments regarding amounts and disclosures reflected in your financial data.
  • Cash Flow Forecasting & Liquidity Planning: For high-end clients in the Construction and Medical sectors, cash is the lifeblood of the firm. We help you evaluate the adequacy of your cash management and make recommendations to improve your internal reporting and financial health.
  • Risk Management & Internal Controls: A core component of our advisory is the design and implementation of internal controls relevant to your operations. We help you establish protocols for the security of email accounts and methods used to transmit sensitive information.

Why a CPA-Led Advisory is Different

Unlike generic “business coaches,” an Osiris CPA advisory engagement is built on professional standards and ethical integrity.

  • Professional Standards: We follow the standard of care that a reasonable professional would exercise in this type of engagement.
  • Independence & Safeguards: While we are not required to be independent for consulting services, we maintain strict safeguards to ensure our professional integrity remains uncompromised.
  • Regulatory Compliance: We monitor your compliance with laws and regulations, including the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting requirements.

Frequently Asked Questions for Business Owners

  • What is the “Firm Acceptance” process? To maintain our high standard of care, we do not accept all clients. We perform a thorough review of your current records and financial status before starting a new relationship. Services are only initiated upon receipt of an executed Agreement and retainer.
  • Will you make management decisions for my company? No. At all times, the decisions related to the implementation of our advice and recommendations are solely your responsibility. We will not make any management decisions or perform management functions on your behalf.
  • How do we handle the transition from our previous CPA? We facilitate a smooth transition by recommending your successor CPA obtain a Power of Attorney to communicate with taxing authorities. We also ensure that all original client records are returned to you promptly.