Our Services

Simplify Your Success With Zavvy

CFO Services

  • - Planning & Budgeting:
    Lead efforts to develop and manage revenue plans and cost budgets for improved financial results
  • - Identification of Key Metrics:
    Assist business management in driving for improved financial performance
  • - Treasury Management:
    Partner with the business to improve cash flow

Controller Services

  • - Financial Reporting:
    Accurate and timely financial reports for improved decision making
  • - Proces Design and Controls:
    We work with your team to implement processes which help keep the business lean while also protecting business assets
  • - Policies/Procedures:
    Document and train when necessary to support business requirements
  • - Business Systems:
    Implementation and design to optimize the timeliness and accuracy of financial reporting

Tax Services

  • - Tax Planning:
    Optimize tax saving strategies
  • - Tax Preparation:
    Business and personal returns
  • - Tax Advisory:
    Consult on unique transactions
  • - Entity Structure:
    Optimize tax savings with the structure of your business


  • - Accounts Payable:
    Manage vendor invoice and disbursement processing
  • - Accounts Receivable:
    Manage customer billing and cash application for timely and accurate AR aging reports
  • - Payroll:
    Manage the payroll process including monthly, quarterly, and annual requirements for tax agencies
  • - Expense Management:
    Manage and process expense report submissions

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