Our team of CFOs, Controllers, Bookkeepers and Programmers provide custom solutions for small and mid-sized businesses. The cost of hiring professional accountants and executives can be overwhelming for a small business. Yet, at the same time, it is critical small business owners and executives have access to the expertise provided by these professionals.
We provide this critical role at a price you can afford. In most cases, we bill at a fixed monthly fee so you do not have to worry about the fees. Just like every other member of your team, you know ahead of time the cost of these team members.
Services and Benefits
No two companies are alike and no two client engagements are the same. We seek to understand your goals and primary needs and put together a package of services to meet those goals and needs. Whether you need a single service or comprehensive package we are here to serve you. The following is a list of a few of the services and benefits we provide.
Monthly fixed fee with no long-term contracts
Train and support staff
Establish and manage monthly close and reporting process
Participate in executive team meetings or meetings with the owner or CEO
Create, organize and support the accounting system, staff and procedures
Assist in budgeting and forecasting
Build tools and resources in Excel and other software platforms
Assist with automating processes and tasks
Build and support cash flow plans
Supervise various technical functions, from basic bookkeeping to the generation of financial statements
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
Work with bankers, merchant accounts, debt covenants and banking relationship
Support fundraising efforts
Build and support online dashboard platform
Work with tax accountant to file tax returns
Assist in mergers, acquisitions and exits
Provide needed direction and assistance during crisis management
Help develop strategy and overall direction of the company
Provide assistance with HR, marketing, employment, growth initiatives and succession planning
Develop, improve and maintain internal controls and financial reporting policies and procedures
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
Assess company health and performance and translate for the owner
We understand you may have concerns about sales pressure, fees or a number of other factors. Let us tell you what you can expect as we explore a potential business relationship. The “Getting Started” button will take you to a description of our process.
Having a well defined, clear business strategy is the key to corporate planning and management. We can help to analyze your performance in detail, set strategic goals and objectives and develop business models for optimal business growth.
Finance & Accounting
We offer finance and accounting consulting services to ensure your business complies with proper accounting principles and legal requirements. At the same time, we secure the cash flow and profits necessary to sustain your business.
Our goal is to quickly identify the problem, evaluate and find the optimal solution to get your business back on track. In times of crisis, you can count on us to provide the support needed to stabilize your business and make the right decisions.
CONTACT US TODAY TO GET STARTED
We look forward to hearing from you and learning about your business.