Our Services

Ongoing CFO & Controller

Whether you need a CFO or have one that needs support, our team can help take care of all your finance needs and eliminate key-man risk in many situations. Our services are tailored to each company’s unique needs and circumstances.

 

Project Based Services

Sometimes you need that extra support to make that project a success. Our services can be tailored to almost any circumstance to add the additional bandwidth your firm needs.

Startup Support

Founders are stretched thin and often overlook the importance of having a quality finance team. From drafting budgets to implementing AP/AR processes, and closing the first set of books, we can partner with you to ensure it’s done right the first time.

 

Audit & Tax Liaison

When there simply isn’t enough time in the day, we can take the distraction out of managing the audit & tax process. Our team will drive the process to ensure deadlines are met ahead of schedule.

Historical Data Clean-up

It’s almost impossible to asses the company’s health and make decisions about the future when you can’t rely on your historical data. We review and scrub past financial data to make it more reliable for managing your business.

 

Transaction Liaison

Buying or selling a company is time intensive and you can’t afford to cut corners. Whether you need help managing a quality of earnings review or need someone to sort though the books, we can be a helping hand.