Tax, Accounting & CFO Services
We provide the financial insight and expertise to help you thrive—all in a cost-effective virtual model.
Here’s Why Clients Trust Us to Manage and Grow Their Financial Health
At Avotri Odoom, we bring a wealth of experience, unmatched expertise, and a commitment to your business's success.
Expert-Led Solutions
Our leadership team, Kofi E. Odoom and Dr. Edem Avotri, combine decades of hands-on experience across financial strategy, corporate finance, and global leadership. Their proven track records in consulting, financial planning, and advisory services ensure your business is in capable hands.
Real-World Expertise
With over 5,000 hours mentoring top-tier MBA professionals and hands-on experience preparing $149 million in loan requests, Kofi Odoom excels at linking theoretical finance to practical results. Dr. Edem Avotri’s background in investment management and commercial banking brings invaluable insights to complex financial structures.
Comprehensive Financial Services
From fractional CFOs driving strategy to outsourced controllers delivering precise financial reporting, and virtual bookkeepers handling day-to-day accounting tasks, we offer tailored solutions that meet businesses at every stage of growth.
Affordable Access to Top Talent
We make high-level financial expertise accessible to businesses of all sizes. You gain the benefits of an experienced CFO or controller without the overhead costs of a full-time hire.
Client-Centric Approach
At Avotri Odoom & Co., we prioritize your success. Our solutions are customized to fit your unique needs, ensuring financial clarity, sustainable growth, and long-term stability.
Our Key Financial Services to Support Your Success
We offer expertise in a broad range of financial services, with four key areas designed to support both businesses and individuals. While these are our main areas of focus, we also provide personalized financial guidance to help you achieve your specific goals.
State & Federal Tax Assistance
Navigating tax regulations can be complex, but our experts simplify the process. From tax preparation and filing to compliance and strategic tax planning, we ensure you maximize deductions, minimize liabilities, and stay in full compliance with ever-changing federal and state tax laws.
Bookkeeping & Accounting
Accurate financial records are the backbone of any successful business. Our team provides meticulous bookkeeping and accounting services, ensuring your financial data is organized, reliable, and actionable. Whether you need day-to-day transaction management or detailed financial reporting, we help you maintain clarity and control over your finances.
Business Valuation
Understanding the true value of your business is essential for strategic decision-making. Whether you’re planning for a merger, acquisition, investment, or succession, our valuation experts conduct thorough analyses to provide a clear, data-driven assessment of your company’s worth.
Financial Planning & Advisory
Achieve financial stability and long-term success with expert financial planning and advisory services. From cash flow management and budgeting to investment strategies and growth planning, we offer tailored guidance to help you make informed decisions and secure a prosperous future.
At Avotri Odoom & Co LLC, our services extend beyond these key areas, ensuring comprehensive financial support tailored to your specific needs. Let us help you build a strong financial foundation and drive success at every stage.
Smart, Scalable Financial Solutions for Every Stage
Elevate Your Financial Strategy
Smart business decisions start with reliable financial insights. At Avotri Odoom, our expert CFOs help transform your financial strategy by enhancing business intelligence and reporting for clearer insights, identifying and addressing weaknesses and challenges, and leveraging performance data and industry trends to create a tailored, optimized strategy.
We don’t just provide a plan—we build sustainable systems that empower your business for long-term success.
Build a Foundation for Sustainable Growth
Growth is an achievement, but sustainability is key. Our financial experts guide businesses through expansion with strategic cash flow management to maintain financial health, supply chain and payment terms optimization for improved efficiency, financial systems enhancements to upgrade processes, and accurate forecasting and budgeting to enable informed decision-making.
Our fractional CFOs bring the expertise and strategies needed to support your growth and safeguard your future success.
Take Control of Your Cash Flow
Cash flow challenges can threaten even the most promising businesses, but they don’t have to define your future.
Whether you’re dealing with high accounts receivable, inventory constraints, or project-based revenue gaps, we provide expert guidance. Our fractional CFOs analyze your cash flow processes, identify inefficiencies, and implement tailored solutions to enhance financial stability.
Secure the Capital You Need to Grow
Raising capital can be a complex process, but our fractional CFOs have successfully helped businesses secure hundreds of millions in funding.
We guide you through every step, from preparing key financial documents and overseeing due diligence to leveraging our extensive network of lenders and investors. If you’re unsure of your funding needs, we forecast capital requirements, determine the ideal debt-equity mix, and manage the entire process to ensure you have the financial backing to achieve your goals.
Prepare for a Successful Transaction
Whether planning a merger, acquisition, or exit, having the right financial strategy is essential. At Avotri Odoom, we ensure your transaction is seamless and optimized for the best possible outcome.
We prepare your business for a smooth transition by refining financial systems and records, negotiate on your behalf to maximize value, and provide strategic guidance to evaluate risks, rewards, and the best path forward.
With our expertise, you can navigate complex transactions with confidence and clarity.
Expert Forecasting & Budgeting
Forecasting and budgeting are the foundation of a successful financial strategy. At Avotri Odoom, we work closely with businesses to develop short- and long-term financial forecasts that align with their goals.
Our fractional CFOs create detailed budgets that serve as a roadmap, guiding businesses from their current position to future success. With extensive experience across diverse industries, we ensure financial plans are not only realistic but also optimized for growth.
Secure the Capital You Need to Grow
Our fractional CFOs have successfully raised hundreds of millions of dollars and can guide you through every step of the process. From preparing key documents and overseeing due diligence to leveraging our extensive network of lenders and investors, we ensure a smooth and strategic capital-raising journey.
Unsure about your specific needs? We’ll forecast your capital requirements, determine the optimal debt-equity mix, and manage the entire process to help you secure the funding necessary to achieve your business goals.
Prepare for a Successful Transaction
Whether you’re planning a merger, acquisition, or exit, having the right financial strategy is crucial. At Avotri Odoom, we ensure your transaction is seamless and optimized for the best possible outcome.
With our expertise, you’ll have the confidence and clarity to navigate even the most complex transactions successfully.
Expert Forecasting & Budgeting
Forecasting and budgeting are essential tools for turning your business vision into reality. At Avotri Odoom, we work closely with you to develop both short- and long-term financial forecasts that align with your goals. Our fractional CFOs craft detailed budgets that act as a roadmap, guiding your business from its current position to future success.
With experience designing tailored forecasts across a wide range of industries, we bring in-depth expertise to ensure your plans are not only realistic but also optimized for growth.
Testimonials
Real success, real results!
See how our expert financial services have helped individuals and businesses achieve their goals with confidence. Your success story could be next!
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“I have worked with Kofi and his team on several projects throughout the years. He is a smart, thoughtful and patient individual who brings knowledge and a valuable perspective that has enhanced my business.”
Dr. Emmy Graber
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“Led by Kofi Odoom, this firm includes experts who are willing to help! They were beyond flexible by being available to meet in-person and remotely. The customer service is beyond tremendous and is a bonus to hiring them!”
Jamar Thrasher
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“I have been working with Odoom and Associates and the value has been tremendous. Within a few months they ensured my company was protected through an LLC, all my financials were up to date and I had a much better understanding of my company's financial future.”
Leona Griffin
Have Questions? We’ve Got You Covered
We understand that navigating financial services can be complex, and you may have questions about how we can assist you.
Our FAQ section is designed to provide clear, concise answers to common inquiries about our tax, accounting, business valuation, and financial advisory services.
01. What is a Fractional CFO?
A fractional CFO is a financial expert who provides strategic advisory, forecasting & budgeting, systems optimization, capital-raising assistance, or other CFO services on a part-time or project basis. “Fractional” means the CFO works for a single client on a predetermined limited basis, usually working with a small handful of clients at a time. This means the cost is often significantly lower than that of a comparably-experienced in-house, full-time CFO. A fractional CFO provides high-level financial strategy, systems analysis and design, and operational optimizations. They can also help a company resolve challenges such as cash flow issues, raising capital, solving tight margins, implementing more efficient systems, or preparing for growth.
02. What are your fractional CFO rates or costs?
The rate or cost of a fractional CFO depends on what types of services you need, how many hours per month are needed, whether your services will include support staff such as controllers and bookkeepers, and the term (length in months) of the arrangements. Most of our agreements are 12-24 months to maximize impact, though we do offer shorter term project solutions. Let us put together a proposal for your specific needs by filling out our contact form.
03. Why hire a fractional CFO?
The main reasons a company chooses to hire a fractional CFO over an in-house CFO are because they can’t afford a full-time CFO hire, they want to maximize experience and value for the cost, they have only a temporary situation (like an audit or capital raise) that they need CFO assistance with, or because they’re ready to take their financial strategy to the next level. Fractional CFOs maximize experience and impact while minimizing in-house cost and commitment.
04. What if we already have a CFO?
No problem! Our CFOs are great at working with in-house teams to train, implement systems, and elevate strategies.
05. What industries do you specialize in?
We pride ourselves in the diversity of our fractional CFOs’ industry backgrounds. With some of the most experienced CFOs in the industry, we specialize in everything from manufacturing, SaaS, communications, construction, medical devices, travel, security, retail, and solar, to education, medical & health services, mortgage, food and beverage, gas and oil, venture capital, and more. Not sure if we fit your niche? Let us know what you’re looking for and we will share our information sheets of the best fractional CFOs we have to fit your needs.
06. What if we don’t have any bookkeepers or controllers on staff?
Preferred CFO has full financial teams at the ready to help implement your financial strategies. Whether you’re only in need of a fractional CFO or also need supporting help from an outsourced controller or bookkeeper, we have experts on staff to help.