Outsourced Financial Services

Simplify business finances and improve operational efficiency.

More than a fresh perspective – a new path forward for your business

The more you grow, the more complex your finances become. There are more decisions to make – not to mention more opportunities to miscalculate.

By outsourcing financial management and accounting, you can take control of your company’s finances, grow smarter, and prosper longer.

At Coker James, our program covers all your financial bases while minimizing personnel costs. The result? You get a full array of financial services without the expense, complexity, and risk of hiring an in-house CFO or Controller.

Enjoy these benefits when you partner with Coker James

  • Optimize business finances and plan for future growth
  • Identify and pursue new buy-sell opportunities
  • Manage cash flow more effectively
  • Gain a clear, accurate picture of your finances
  • Access new banking relationships
  • Improve tax efficiency and boost profitability

Save on payroll taxes and employee benefits.

By outsourcing financial management, you can pursue tax strategies that minimize your obligation and start offering more cost effective benefit plans.

Avoid uncertainty and steer clear of financial pitfalls.

With confidence in your financial outlook, you won’t have to wonder whether you’re operating as efficiently as possible. You’ll know you're on the right track.


A complete suite of outsourced financial services

  • Strategic and financial planning
  • Cash management and budgeting
  • Capital acquisition
  • Information systems
  • Investment and buy-sell decisions
  • Dynamic tax planning and compliance
  • Employee benefit and compensation programs
  • Long-range strategies that improve business performance
  • Risk management analysis
  • Valuation analysis and issue mitigation
  • Financial forecasting to anticipate problems and facilitate solutions

Improve your financial position with an outsourced CFO who knows your business.