Javier Goldin began as one of the early adopters of technology as an intrinsic component of the services provided by the firm Goldin Group CPAs. As technology continued to develop, these developments allowed the firm to become increasingly sophisticated in its approach to providing outsourced CFO/Controller services by customizing software components to fit the needs of the clients. Each client’s “tech stack” was tailored based on the specific needs of the organization, their culture, and their budget.

Fast forward 5 years and the firm’s model took yet another leap. As the client composition and demand for services grew, the firm noticed that the nature of outsourcing itself was being redefined. Larger clients desired to maintain an internal finance team while deriving the benefits of outsourced CFO services. Namely tech-savviness and best practices expertise.

This innovation challenged his firm to implement an internal and external financial team approach. His firm came up with a model that yields the optimal combination of an internal vs external finance team that takes into account factors such as internal competence, the volume of activity, level and style of internal leadership, and technology needs, among others. Considering each of these components, the firm was then able to suggest the optimal combination of the jobs and duties required by the external team (his firm) and internal team (the client). This innovation is propelling Javier’s firm into an outsourced model that extends beyond technology and CPA skills and incorporates elements of HR know-how, and by extension, a placement and coaching consultant.

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