Your Financial Partner

Our Solutions

CFO Services

CFO Services tailored to your needs, including Fractional CFO, Interim CFO and Contract CFO Services.

• Financial Reporting and Analysis

• Budgeting and Forecasting

• Strategic Financial Planning

• Compliance and Risk Management

• Cash Flow and Working Capital Management

• Financial Systems Management

• Mergers and Acquisitions

• Financial Leadership and Team Management

• Business Performance Metrics

• Strategic Decision Support

• Operational Efficiency and Cost Management

• Investor Relations and Stakeholder Communications

Bookkeeping Services

Packages are tailored to your needs.

We offer monthly periodic bookkeeping, catchup and cleanup services

Basic Bookkeeping:

• Trial Balance configuration

• Categorization of transactions

• Bank and Credit Card Reconciliations

• Financial Reporting

Add On Services

• Accounts Payable

• Accounts Receivable

• Payment Processing

• Payroll

• Select Regulatory Filings (Sales Tax, Franchise, Property, etc.)

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Our Onboarding Process

We try and make the onboarding process as simple as possible.

We schedule a short discovery call to get to know one another and what the particular needs are.

We will provide you with a quote. If this is acceptable we require written acceptance via email.

We will prepare an engagement letter that you would need to sign and return. This letter will detail responsibilities and cost of our services.

We will schedule a call in which we discuss communication, workflows, processes, software, tools etc.

We are good to go and will tackle the task.

At the end of the task/period we will schedule a call with you to discuss the results, findings and any suggestions.

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