EGIS Consulting LLC
Executive Financial Leadership, Without the Full-Time Cost
EGIS Consulting LLC delivers senior-level CFO and controller expertise to growing businesses — through ongoing fractional engagements or focused, project-based work — improving cash flow, financial clarity, and strategic direction for companies up to $480M in revenue.
Financial clarity that drives real business decisions
Most small and mid-sized businesses don't need a $300K/year CFO — they need the right financial leadership at the right time. We provide that, through ongoing fractional support or a defined-scope project, with no long-term overhead.
Cash Flow Control
13-week cash flow models, real-time visibility, and proactive planning so you're never caught off guard.
Strategic Reporting
Custom KPIs, Budget vs. Actual, and management dashboards that give leadership the numbers they actually need.
M&A Readiness
From due diligence prep to acquisition integration, we prepare your financials to withstand investor and buyer scrutiny.
Tax & Accounting
Need tax services? Our affiliated CPA practice, EGIS Tax & Advisory, provides tax planning, tax preparation, and advisory services for individuals and businesses.
Need Tax Planning or Tax Preparation?
Our affiliated CPA practice, EGIS Tax & Advisory, provides proactive tax planning, tax preparation, and advisory services for individuals and businesses.
Who benefits most from fractional CFO services
If your business is at an inflection point — growing, restructuring, or preparing for a transaction — EGIS Consulting delivers the senior financial leadership to navigate it.
Scaling Businesses
Companies growing past $5M in revenue that need financial structure, forecasting, and operational discipline.
M&A Candidates
Businesses preparing for acquisition, capital raises, or investor presentations that need boardroom-ready financials.
Turnaround Situations
Organizations facing cash flow stress, expense control issues, or financial irregularities that need expert triage.
Manufacturers & Operators
Product-based businesses that need departmental P&Ls, margin analysis, and labor cost optimization.
Owner-Led Companies
Owners seeking strategic financial guidance without committing to a full-time executive hire.
Compliance-Sensitive Firms
Companies that need SEC-level reporting prep, forensic reviews, or litigation financial support.
Four tiers. Right-sized to your needs.
Every engagement starts with a conversation. We'll help you determine which level of support best fits your business stage and goals.
Pricing below reflects starting rates for ongoing retainer engagements. Prefer a defined-scope project instead of a monthly retainer? See project-based engagements or request a custom quote.
- Oversight of bookkeeping
- Monthly close and reconciliation
- Standard financial statements
- Payroll & compliance calendar reminders
- Everything in Foundation
- Custom KPIs & management reports
- Budget vs. Actual & rolling forecasts
- Vendor contract reviews & expense control
- 2 calls/month (ops review + finance strategy)
- Optional: Departmental & product-line P&Ls
- 13-week cash flow & liquidity management
- M&A readiness & acquisition integration
- Business sale / acquisition support
- Pre-IPO financial planning & preparation
- Bank & investor presentations
- 4 advisory meetings/month (weekly cadence)
- Senior executive financial oversight
- Financial audit management & audit readiness
- SEC-level reporting prep (10-K, 10-Q, S-1)
- Full forensic reviews & litigation support
- Interim CFO representation to boards & lenders
- Priority access & unlimited leadership consultations
Specialized support for critical transitions
A significant share of our engagements are project-based rather than ongoing retainers. EGIS Consulting provides senior-level financial expertise on a defined timeline and scope — ideal when you need focused, executive support for a specific transition rather than a monthly commitment.
Interim / Transitional CFO & Controller
Step-in financial leadership during leadership gaps, new acquisitions, or organizational change — keeping operations stable and financials on track.
M&A Support
Financial due diligence, deal structure review, integration planning, and post-close financial reconciliation for buyers and sellers.
Transitional Management
Bridge financial leadership through ownership changes, restructuring events, or system implementations requiring continuity and stability.
Production & Operations Efficiency
Cost analysis, margin optimization, labor efficiency reviews, and departmental P&L structuring for manufacturing and operations-intensive businesses.
The team behind EGIS Consulting
Robert Idzi brings executive-level financial leadership with the credentials and real-world experience to back it. As a Certified Management Accountant (CMA) and Certified in Strategy and Competitive Analysis (CSCA), Robert has worked with businesses across manufacturing, professional services, and operations-intensive industries.
EGIS Consulting was founded on a simple premise: smaller businesses deserve the same quality of financial leadership as Fortune 500 companies — without the price tag. Robert works directly with owners and leadership teams to build the financial infrastructure that supports sustainable growth.
Expert tax guidance for individuals and growing businesses
Michelle Idzi is a Certified Public Accountant (CPA) with deep expertise in individual and business tax preparation, tax planning, and compliance. Her work ensures that clients of EGIS Consulting's affiliated CPA practice — EGIS Tax & Advisory — receive the same standard of excellence in tax matters that EGIS delivers on the financial strategy side.
Michelle specializes in helping small and mid-sized businesses navigate the complexities of federal and state tax obligations, identify planning opportunities, and minimize tax liability — all while staying fully compliant. Her background spans tax return preparation, quarterly estimated tax planning, entity structure analysis, and year-round advisory support.
EGIS Consulting and EGIS Tax & Advisory work hand-in-hand: where Robert focuses on financial structure, cash flow, and strategy, Michelle ensures the tax consequences of every business decision are considered and planned for. Together, they offer clients a fully coordinated financial and tax strategy under one trusted relationship.
Financial insights for business leaders
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Ready to bring senior financial leadership to your business?
Schedule a no-obligation consultation to discuss your financial challenges and which service tier makes sense for your business.