Thank you for visiting our site. Burke Financial Services, or (BFS) is an accounting firm that provides traditional tax, accounting and payroll services. We specialize in the following Business Advisory Services in the middle-market.

OUTSOURCED CFO

When companies are not ready to invest in a full-time CFO or need someone to fill in during a CFO transition, an Outsourced CFO is a cost effective solution. The top 7 areas an Outsourced CFO can help your company are:

  1. Financial Strategy

  2. Improve Financial Reporting

  3. Budgeting - Long-term Forecasting

  4. Cash - AR - AP and Accounting Management

  5. Raise Capital or Capital Restructure (debt or equity)

  6. Cost Cutting Efficiency Planning

  7. Growth & Expansion Planning

To learn more, see our whitepapers on Outsourced CFO Services in our Resources section of our website:

White Paper 1:

Unlocking growth and efficiency - the benefits of outsourced cfo services

White Paper 2:

Essential skills required for cfo’s

M&A - Transaction Services

Serving business owners, corporate development departments, private equity and family offices, BFS is a full service M&A advisory firm. Whether you are looking for an Exit Plan or Expansion Strategy, we have solutions for you.

We have over 20 years of experience closing M&A deals and maximizing company value for our clients. If you only need assistance with part of a merger or acquisition, our Transaction Services menu may interest you:

  • Quality of Earnings Analysis

  • Operational Effectiveness Assessment

  • Indication of Business Value

  • Pitchbook & CIM Preparation

  • M&A Marketing

  • Financial Forecast and Strategic Planning

  • Recapitalizations

  • ESOP Feasibility Study

  • Due Diligence Management

  • Transaction Tax Strategy and Walk-a-Way After Tax Estimates

  • Integration Planning

Have confidence in Burke Financial and see your business “take off”

Leadership

Richard Burke - Managing Member Profile Pic

Burke Financial Services Is headed up by Richard Burke, The Managing Member. Richard is a Certified Public Accountant (CPA), a Chartered Global Managerial Accountant (CGMA), a Certified M&A Advisor (CM&AA) and holds an MBA in Finance. He has 35 years experience in professional accounting and financial management roles in several industries. He has 25 years experience as A CHIEF Financial Officer for middle-market companies and has 25 years of M&A experience.

Burke Financial Services you can rely on video