Services

FINANCE AND ACCOUNTING SOLUTIONS

Our team of CFOs, Controllers, Senior Accountants, Bookkeepers and Specialists provide custom solutions for small and mid-sized businesses. Our solutions range from filling in the gaps in your current internal team to providing a complete solution to your accounting and finance needs.

Our services are billed at a monthly flat rate fee with no long-term commitment. Our Fractional CFO’s become part of your executive team and our team members become part of your support team.

Each client has different needs so we build a solution and a team that is right for you. The following is a list of some of the services we provide as we build your custom solution.

Establish and manage monthly close and reporting process
Train and support staff
Participate in executive team meetings or with the owner or CEO
Create and support the accounting system, staff and procedures
Prepare budgets and forecasts
Build tools and resources in Excel and other software platforms
Assist with automating processes and tasks
Build and support cash flow plans
Supervise all accounting functions and roles
Develop strategic financial and tax plans for the company
Work with external firms and attorneys
Manage A/P and A/R
Provide payroll service or manage relationship with payroll provider
Pay bills and record customer payments
Manage relationships with bankers, merchant provider and bankers

Support fundraising efforts
Build and support online dashboard platform
Work with tax accountant to file tax returns and develop strategy
Assist in mergers, acquisitions and exits
Provide needed direction and assistance during crisis management
Help develop strategy and overall direction of the company
Assist with HR, employment, growth and succession planning
Develop and maintain internal controls and policies
Perform variance analysis to expected results
Develop internal management reporting packages
Setup Quickbooks files and recreate poorly performing files
Clean up current file and catch up on historical data
Provide training for QuickBooks and other accounting software
Translate company health and performance
Develop and maintain financial reporting needs

Our Team

Our Services

Accounting and Financial Services

We are a unique, specialized accounting firm that becomes your finance and accounting team or fills in the gaps of your current internal team.

QUICKBOOKS SERVICES

Whether you are just beginning and need a QuickBooks file established, a file rebuilt or a file cleaned up, we can help you. We work with QuickBooks Online and QuickBooks Desktop files. Here are a few of the QuickBooks services we provide.

CONTROLLER & BOOKKEEPING SERVICES

We offer Controller and bookkeeping services specializing in cleanups or catch-up solutions for small to mid-size businesses as well as organization, historical balance imports, monthly maintenance, training and dynamic 3rd party integrations with your accounting software.

We are progressive experts in all facets of accounting and business management using advanced cutting edge technology. Our unique approach to bookkeeping offers much more than monthly bank reconciliations. We provide you with the reporting and tools to make the right decisions for your business.

Businesses maintain books for two reasons: first, to pay taxes; and second, to understand how the business is doing. We work closely with each client to build an accounting system that provides the information needed to grow your business.

We serve a wide range of industries

While we serve a wide range of industries as a firm, we have teams that specialize in specific industries.

Discovery to Decision

Our No Pressure Onboarding Process

Ready to Begin?

Contact us today to get the process started. Worried about cost? We work hard to find a solution that fits each client. We do not have a sales team, which means you will be working with the firm’s leadership and with a client service team to find the right solutions for you. Reach out today and we will get back to you shortly.