Core • Elevate • Strategic

Financial Clarity. Operational Insight.
Experienced Leadership.

From accurate monthly accounting to Controller and CFO-level guidance, CDP provides the financial expertise your business needs — without the cost of building a full in-house finance team.

Explore Our Services Let's Talk

Do You Recognize Your Business Here?

If any of these sound familiar, it may be time for a different level of financial support.

Are your financials telling you what you need to know?

Is your month-end close taking too long?

Are bank or payroll accounts difficult to reconcile?

Do you understand what's driving your revenue and margins?

Is cash flow different from what your P&L seems to suggest?

Has your business outgrown basic bookkeeping?

Is your accounting team short-handed or lacking senior financial leadership?

CDP can meet you where you are.

The Right Level of Support

Three levels of service designed to grow with your organization — with transition and cleanup support available at every level.

Core

Accounting Services

Accurate numbers. On time. Every month.

General ledger maintenance
Bank & credit-card reconciliations
Month-end close
Balance-sheet reconciliations
Monthly financial statements

Elevate

Controller Services

Better processes. Better visibility. Greater control.

Everything in Core
Controller-level oversight
Enhanced reporting & close management
Financial analysis
Accounting processes, controls & process improvement

Strategic

CFO & Advisory

Financial insight and operational leadership for better decisions.

Everything in Elevate
Budgeting, forecasting & cash-flow planning
KPI development & operational analysis
Executive & board reporting
ERP & system selection, implementation & conversion
Acquisition & de novo financial integration

Add-On & Project Services

Optional recurring add-ons include accounts payable, payroll processing, accounts receivable, sales-tax filings, 1099 processing, job costing and class/location reporting, and additional reporting. Project services — such as ERP implementation, payroll/HCM implementation, major cleanup or conversion, and acquisition integration — are separately scoped and priced.

Who We Serve

HEALTHCARE IS OUR SPECIALTY — NOT A LIMITATION

Healthcare — Our Specialty

Rural & community hospitals • physician organizations • surgery centers • diagnostic facilities • behavioral health • other healthcare organizations

Professional & Service Businesses

Firms and service organizations that need dependable accounting and senior financial insight without a full in-house finance department.

Growing Small & Mid-Sized Businesses

Companies that have outgrown basic bookkeeping and need stronger reporting, processes, and financial leadership to support their next stage.

Denise Pufal, Founder of CDP Advisory & Accounting Services

Meet Denise Pufal

Founder & Principal

Denise Pufal is a finance and accounting executive with more than 30 years of experience helping healthcare organizations and businesses strengthen financial operations, improve processes, and make better decisions from their financial information.

Her experience extends well beyond traditional accounting — spanning revenue cycle, budgeting, financial reporting, audit preparation, system implementations, new facility openings, and operational improvement across organizations including Texas Children's Hospital, Bay Area Regional Medical Center, and The Woman's Hospital of Texas.

She founded CDP to make that experience available to organizations that need strong financial expertise — without necessarily adding another full-time executive.

Work With Denise

Financial Clarity. Operational Insight.Experienced Leadership.