Outsourced CFO and Controller Services in Orlando – Scale Smarter, Not Slower

CPA-Led Fractional CFO Services That Deliver Strategic Direction Without Full-Time Overhead

About us

Audit Services at the Davis Group

If your business is growing but your financial systems aren’t, you’re not scaling—you’re improvising. Without strategic financial leadership, you’re making high-stakes decisions with incomplete data and outdated spreadsheets.

At Davis Group P.A., our Outsourced CFO and Controller services give business owners in Orlando, Altamonte Springs, and Brevard County executive-level insight and strategic direction— at a fraction of the cost of a full-time hire.

Why you need

Why You Need More Than a Bookkeeper

Bookkeepers record the past. Controllers and CFOs build the future. Clients call us when they’re:

Facing cash flow issues they don’t understand

Preparing to raise capital, exit, or scale fast

Drowning in data with no clarity on margins or profitability

Outgrowing their basic accounting tools and processes

Feeling unsure how to make their next big financial move We step in to bring structure, oversight, and financial clarity— fast.

Who help

What Our Fractional CFO Services Deliver

  • Budgeting, forecasting, and financial modeling
  • Strategic pricing and margin optimization
  • Cash flow planning and working capital management
  • KPI dashboards and scenario analysis
  • Fundraising prep and investor reporting
  • M&A and exit strategy alignment

Ready to Build a Smarter Tax Plan?

Schedule your free CFO strategy session with Davis Group P.A. today and discover how outsourced financial leadership can accelerate your growth—with clarity, confidence, and control.

What Our Controller

What Our Controller Services Include

  • Month-end closings and bank reconciliations
  • Financial reporting for boards, investors, or internal use
  • Internal controls and process improvement
  • GAAP-compliant reporting packages
  • Support for audit prep and compliance

Industries

Industries We Serve

We specialize in helping fast-moving businesses gain financial control:

Nonprofits

Professional service firms

Medical and dental groups

Law practices

Home service companies

Multi-location retail or franchises

Tech startups and investor-backed businesses

FAQ’S

Frequently Asked Questions

How is an outsourced CFO different from a Controller?
A Controller focuses on day-to-day financial operations and reporting. A CFO provides strategic guidance, forecasting, and decision-making insight.
What size businesses do you work with?
We serve startups to mid-market firms typically earning between $500K and $50M+ annually.
How quickly can you get started?
We can often onboard within 1–2 weeks after initial discovery and systems access.

We Serve

Where We Serve

We support companies across:

  • Orlando (Winter Park, Baldwin Park, Downtown, Lake Nona)
  • Altamonte Springs and Seminole County
  • Brevard County: Melbourne, Palm Bay, Titusville, Cocoa, Rockledge
  • Tampa and the surrounding areas
  • Volusia County: Daytona Beach, Ormond Beach

Contact Us

Centrally located in the City National Bank building in downtown Orlando, we are a quick drive from anywhere in town. We offer parking validation when visiting our office.

Orlando Main Office

390 North Orange Avenue, Suite 1500 Orlando, FL, 32801

407-434-7900

info@davisgrouppa.com

Altamonte Springs Auxiliary Office

940 Centre Circle Suite 3014. Altamonte Springs, FL 32714

407-260-9101

info@davisgrouppa.com