We offer a wide variety of solutions that allow you to focus on running your business

 

Accounting

Get back to running your business with the task of managing your company’s day-to-day finances out of the way

 

Fractional Finance Solutions

Virtually every decision you make for your business has a financial impact - let us help.

Strategic Advisory

Effective planning can be the difference between running out of resources and experiencing exponential growth - position your business to capitalize on key opportunities and mitigate critical risks.

 

Accounting Solutions

Our Accounting Solutions gives you a dedicated team for as much as you need —get the benefits of Accounts Payable, Accountant, Controller and CFO —providing the right mix of strategic leadership and hands-on support.

This team approach maximizes value, keeps experts focused on what they do best, and saves you money. We’ll work with you to develop an effective solution that gives you piece of mind.

Just a few of the services we offer:

  • Bookkeeping

  • A/P + A/R

  • Day to day accounting

  • Quickbooks setup

  • Billing & Collections

  • Bank Reconcilations

  • Payroll

  • Month End Close

  • Bank Reconciliations

  • Sales & Use Tax

Fractional Finance Solutions

We offer growing businesses high-level financial strategy, cash flow management, and operational insight—without the cost of a full-time hire. We bring the experience needed to guide key decisions, optimize performance, and prepare for fundraising or scaling, all while staying flexible to your company’s size and needs.

 

  • Strategic Financial Leadership

    • Financial strategy and planning

    • Budgeting and forecasting

    • Business model evaluation and scenario planning

    • Strategic growth planning

    • KPI development and tracking

    Cash Flow & Financial Management

    • Cash flow forecasting and optimization

    • Working capital management

    • Expense management and cost control

    • Burn rate analysis and runway planning (especially for startups)

    Fundraising & Investor Support

    • Fundraising strategy and pitch support

    • Financial modeling for investors

    • Due diligence preparation

    • Board and investor reporting

    Operational Finance

    • Finance team structure and oversight

    • Accounting process optimization

    • Internal controls and financial policies

    • Technology and systems implementation (e.g., ERP, FP&A tools)

    Reporting & Insights

    • Monthly/quarterly financial reporting

    • Variance analysis and executive dashboards

    • Profitability analysis by product, channel, or customer

    • Custom reporting for leadership or stakeholders

    Risk & Compliance

    • Audit preparation and liaison

    • Risk assessment and mitigation strategies

    • Regulatory compliance (GAAP, tax, etc.)

    Exit & Transaction Support

    • M&A financial planning and support

    • Financial due diligence

    • Valuation support

    • Exit readiness strategy

Strategic Advisory Solutions

Have a project, critical timeline or just a gap that needs to be filled? We provide cost-effective access to expert financial support when you need it most. Whether you're tackling a complex issue, preparing for an audit, or optimizing your financial processes, these services provide targeted, high-impact guidance without the overhead of a full-time hire. They enable faster decision-making, reduce risk, and bring a fresh, objective perspective to help your business stay agile and on track as it grows.

 

This could include:

  • Short Term Accounting Support

  • M&A / Fundraising

  • Quickbooks Training / Consulting

  • Financial Cleanup

  • Business Plans