Let’s start right from the beginning by outlining the core model of your business, and any pain points.

If you have questions regarding what your company’s most immediate finance and accounting needs may be, we will help you evaluate your needs using the following agenda over our initial phone consultation:

1. Understanding your Business
2. Identify Pain Points and Priorities
3. Evaluate Technology and Processes
4. Explore Potential Solutions

So you need help holding serve with your recurring finance and accounting needs?  Our team is ready to step in without missing a beat.

• Fractional CFO Services: Strategic financial leadership including budgeting, forecasting, growth planning, and capital strategies.
• Controller Services: Oversight of financial reporting, internal controls, and budgeting processes to maintain accurate financial records.
• Bookkeeping Support: Daily financial transactions, reconciliations, accounts payable/receivable, and general ledger maintenance.
• Interim Staffing: Fill critical roles such as CFOs, controllers, or accountants during transitions or periods of rapid growth.

Allow us to prepare your company for your next audit leveraging industry best practices.

• Audit Preparation: Ensure readiness for external audits by managing documentation and pre-audit reviews.
• Auditor Liaison: We serve as the go-between / buffer / whisperer / translator between your company and the external audit team, reducing your auditor time-suck.
• Reduce Audit Fees: Lower overall audit fees through efficient documentation and communication with auditors – auditors are happy with a smoother overall audit experience and you incur less fees by reducing their time on your engagement.

It’s time to look at the pain points of your business and craft a method of relieving those issues efficiently.

• Process Improvement & Systems Setup: Streamline accounting operations by implementing best practices and software solutions.
• Financial & Data Analytics: Gain actionable insights through custom reporting, key performance indicators (KPIs), and financial data analysis.
• Executive Coaching & Development: Mentorship and leadership development for in-house financial teams.