Strategic CFO Office Consulting

Liv Data provides CFO Office services for companies that need more clarity, stronger financial discipline and the ability to execute. We work with organizations where finance is becoming more complex, but the systems, processes and visibility haven’t caught up. At this stage, better decisions require better structure.

Our Services

A Clear Model For Finance Operations, FP&A, and Strategic Oversight

Strong finance functions don’t happen by accident. They’re built through the right combination of operations, planning and leadership. We structure our CFO Firm services across three core areas: running finance operations, strengthening financial planning and analysis, and providing ongoing strategic oversight. These aren’t separate workstreams. They’re connected. When they work together, finance becomes faster, clearer and far more useful for the business.

Run

Finance Operations

Our finance and accounting services provide the structure and execution needed to run your finance operations effectively. We ensure your core processes, from close to reporting, are accurate, timely, and aligned with business needs.

Transform

FP&A & Automation

We design and implement finance transformation services that elevate your FP&A capabilities and unlock efficiency through automation. Through our finance and accounting approach, you can shift from reactive to proactive finance, resulting in faster insights, better decisions, and a finance function that drives the business forward.

AdvisE

CFO Office

Our CFO Office services provide experienced financial leadership when you need it most. We work closely with your executive team to guide strategic decisions, improve financial performance, and align finance with business objectives.

AI & DATA

Intelligence That Powers Your Finance Function

Liv Data designs and implements AI, data, and automation solutions that improve finance operations, accelerate reporting, and enable better decisions. Let's identify where better data, automation, and AI can create the greatest value for your organization.

Our Process

How We Deliver Practical Finance Consulting Services

Finance transformation can be straightforward, but it requires a structured approach. Our approach is designed to move quickly, focus on what matters and deliver improvements that stick.

Assess Your Current Finance Function

This includes reviewing your processes, systems and reporting across financial planning and analysis, finance operations and data flows. The goal is to identify where things break down, where visibility is limited and where improvements will have the most impact.

Design the Right Systems and Processes

This may include systems integration, process improvements or building out a financial digital transformation roadmap that aligns with your business goals. The focus is always on simplicity and usability.

Implement with Hands-On Execution

We implement changes directly across FP&A, reporting and financial automation services. This process involves constructing models, enhancing workflows and verifying the proper usage of systems.

Optimize and Support Ongoing Growth

We continue to refine your finance function over time, acting as an outsourced finance partner to support growth, improve performance and adapt as your needs evolve.

Why Liv Data

Practical, CFO-Led Finance Transformation Consulting

There’s no shortage of finance and accounting outsourcing companies. The difference is in how the work gets done.

CFO-level experience combined with hands-on execution.
Deep expertise across financial planning and analysis and operations.
Integrated approach across systems, reporting and workflows.
Focus on measurable outcomes.
Flexible support as an CFO Office services partner.

Testimonials

What Our Clients Say

Liv Data LLC’s efforts have led to significant operational improvements, which have translated directly into gross margin and EBITDA improvements. Moreover, Liv Data LLC has a disciplined and flexible approach to project management.

Michael BriceBW Cyber

Liv Data LLC has shaped the client’s product roadmap and contributed to their go-to-market strategy. The team is highly responsive and communicative throughout the engagement. The client is impressed with the team’s knowledge, consulting approach, and problem-solving skills.

Rajeev PathakHyperbots

Embedded Finance & Accounting

Your Modern Finance Function.

Many firms deliver recommendations. Liv Data works with your team to implement the solution, operate the process and continuously improve it. The result is a finance function that produces trusted information and helps leadership act on it.