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.

Getting Started



Whether Managing Growth or Cash Flow, We Can Help

Planning & Management

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.

Crisis Management

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.


We look forward to hearing from you and learning about your business.