Advisory & Accounting Services

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.

CDP Advisory & Accounting Services
Core. Accounting Elevate. Controller Strategic. CFO & Advisory Beyond the Numbers.

Do you recognize your business here?

Most organizations don't need another vendor — they need the right level of financial support. If any of these questions hits home, it's worth a conversation.

Let's Talk
  1. Are your financials telling you what you need to know?
  2. Is your month-end close taking too long?
  3. Are bank or payroll accounts difficult to reconcile?
  4. Do you understand what's driving your revenue and margins?
  5. Is cash flow different from what your P&L seems to suggest?
  6. Has your business outgrown basic bookkeeping?
  7. Is your accounting team short-handed or lacking senior leadership?

CDP can meet you where you are.

Our Service Levels

Core. Elevate. Strategic.

Three levels of financial support designed to grow with you — with transition and cleanup support available at every level.

01Core

Accounting Services

Accurate numbers. On time. Every month.

  • General ledger maintenance
  • Bank & credit-card reconciliations
  • Month-end close & balance-sheet reconciliations
  • Monthly financial statements
02Elevate

Controller Services

Better processes. Better visibility. Greater control.

  • Everything in Core
  • Controller-level oversight & close management
  • Enhanced reporting & financial analysis
  • Accounting processes, controls & process improvement
03Strategic

CFO & Advisory Services

Financial insight and operational leadership for better decisions.

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

Add-Ons & Project Services

Recurring add-ons include AP, payroll processing, AR, sales-tax filings, 1099 processing, and job costing/class/location reporting. Implementations and major projects — ERP, payroll/HCM, cleanups, conversions, acquisition integration — are separately scoped and priced.

Request a Scope

Who We Serve

Healthcare is our specialty — not a limitation

Specialty

Healthcare

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

Expertise

Professional & Service Businesses

Dependable accounting and senior financial insight for firms that don't need — or want — a full in-house finance department.

Growth

Small & Mid-Sized Businesses

For growing companies that have outgrown basic bookkeeping and need stronger reporting, processes, and financial leadership.

Denise Pufal, Founder & Principal

Denise Pufal

Founder & Principal

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.

Denise has held senior financial leadership roles across acute-care hospitals, physician organizations, behavioral health facilities, and diagnostic organizations — including Texas Children's Hospital, Bay Area Regional Medical Center, and The Woman's Hospital of Texas — with hands-on experience opening new hospitals and guiding organizations through start-ups, acquisitions, and system conversions.

"This combination of financial and operational experience allows me to look beyond the financial statements — to understand what's actually driving the numbers."
Work With Denise
Core • Elevate • Strategic

Beyond the numbers.

The right level of financial support for where your organization is today — with the experience to help you get where you're going.

Schedule a Consultation