Capabilities
Buxbaum keeps privately owned companies deal-ready every day, combining outsourced accounting, fractional CFO leadership, and sell-side transaction advisory under one roof.Our delivery model is AI-enabled end to end. This means faster turnaround, sharper analysis, and real-time financial visibility for smarter decision-making.
Our team can start quickly, within 24 to 48 hours, when the clock is running and the pressure is high, working with management to stabilize, lead, and execute without disruption. Through growth, change, or a transaction, Buxbaum's advisors bring the insight, rigor, and leadership that keep you ready for what's next.
Don’t see your industry or situation above? That’s not a dealbreaker. We have historically played reporting and diligence roles with a multitude of other industries. Reach out and let’s talk.
Companies that trust Buxbaum
Q&A
Outsourced Accounting
- When does it make sense to outsource accounting instead of hiring internally?
Outsourcing makes sense when you need reliable financials and discipline without the overhead of building and managing a full team. Many companies reach a point where complexity increases faster than competent headcounts are capable of—outsourcing provides immediate structure, additional capabilities and scalability.
- How involved is the Buxbaum team in the day-to-day work?
We don’t operate at arm’s length. Our team is embedded in your workflows, owning core processes like AP/AR/Payroll, the monthly close, daily and weekly reporting, forecasting, analytics, and operational restructuring.
- Will outsourced accounting still work if my business is growing or changing quickly?
Yes. Our model is designed to flex as volume, complexity, or priorities change, whether that’s growth, system upgrades, or preparing for a transaction.
- How does outsourced accounting support future capital raises or a sale?
We build financials with credibility in mind, and we keep them current. Because your books are reconciled continuously rather than once a month, your data stands up to scrutiny every day of the year. Clean, real-time financials increase confidence with potential lenders, investors, and buyers and positions you to act when the right opportunity comes along.
- How does Buxbaum use AI?
At Buxbaum, AI is part of our operating philosophy, and we leverage it in two ways. First, inside our own delivery: we’ve re-engineered our workflows around AI, from continuous close automation to reporting builds to diligence analysis. This allows us to deliver higher-quality work, faster and at a lower cost than the traditional staffing model. Second, inside your business: we AI-enable your accounting and finance function itself, with automated transaction processing, continuous reconciliation, and daily and weekly dashboards built on live data. With every engagement we apply senior judgment, amplified by machine speed.
- What does "real-time financial reporting" mean in practice?
Real-time financial reporting translates to three regular cadences. A daily flash each morning covering cash, revenue, and margin. A weekly operating dashboard with the KPIs that drive your business. And a monthly GAAP close that confirms what you already knew, rather than revealing it for the first time. Financial statements that arrive 15-30 days after month-end contain stale data, not intelligence. Our standard is that leadership decides with today’s numbers.
M&A Advisory
- When should a company start thinking about sell-side preparation?
Earlier than most expect. The strongest outcomes come when financials, reporting, and key analyses are addressed well before a process begins, not while buyers are already asking questions.
- How is sell-side diligence different from buyer diligence?
Sell-side diligence is about control. It allows management to shape the narrative, identify issues early, and reduce surprises rather than reacting to buyer findings late in the process.
- What role do you play once a deal is live?
We manage the financial workstream—preparing analyses, handling buyer questions, coordinating data room materials, and working alongside bankers and attorneys to maintain the momentum of the deal.
- How do you help protect valuation during diligence?
By anticipating scrutiny, normalizing earnings appropriately, being proactive with working capital negotiations, assuring the highest defensible add-backs to EBITDA have been uncovered, and addressing issues before they become leveraged for the buyer.
Fractional CFO
- When do companies typically need a Fractional CFO?
During moments of change—rapid growth, leadership transitions, capital raises, cash pressure, or transaction preparation—when financial decisions carry more weight and require experience.
- How is a Fractional CFO different from outsourced accounting?
A Fractional CFO focuses on leadership and judgment: planning, forecasting, cash strategy, stakeholder communication, and decision support—rather than day-to-day processing.
- How involved is a Fractional CFO in management decisions?
Very involved. We work closely with ownership and leadership to interpret financial results, evaluate options, and guide decisions with a forward-looking perspective.
- Is this a short-term or long-term engagement?
It can be either. Some clients need interim leadership during transitions; others value ongoing CFO-level insight without committing to a full-time executive.
Interim Services
- When do companies typically need Interim Services?
Interim Services are most valuable when there is an immediate gap in accounting or finance manpower, such as a key employee departure, parental leave, medical leave, or an unexpected increase in workload. We provide continuity so critical processes do not stall.
- How quickly can your team step in?
We are designed to move quickly, often within 24 hours. Our team can assess the situation, prioritize urgent needs, and begin stabilizing core workflows such as monthly or annual close, margin and analytical reporting, cash forecasting and management, and stakeholder/lender communication.
- What types of roles can you support on an interim basis?
We can support a range of finance and accounting needs, from controller-level operational execution to CFO-level leadership. This may include managing the monthly close, overseeing accounting staff, preparing forecasts, supporting audits, or advising ownership during a transition.
- What happens when the interim period ends?
Our goal is to leave the function stronger than we found it. We help document processes, clean up issues, support the transition to a permanent hire, and ensure management has clear visibility into the finance function before we step back.
ERP and Systems Transformation
- What typically triggers an ERP and systems transformation project?
Growth, system limitations, manual processes, reporting delays, or preparation for audits or transactions. These moments expose gaps that require more than incremental fixes.
- Is ERP and systems transformation just about new systems?
No. Technology is part of it, but the real impact comes from improving processes, controls, data flow, and reporting, so the finance function operates efficiently and reliably.
- How disruptive is an ERP and systems transformation?
When done right, disruption is minimized. We focus on practical improvements that strengthen existing workflows while gradually introducing automation and better structure.
- How does ERP and systems transformation support future transactions or growth?
Strong systems and clean data are what make real-time visibility possible. When your platforms consolidate data automatically, leadership sees the business as it happens, and diligence requests that once took weeks to assemble can be answered immediately.