Our Services

As experienced CFOs, we provide the following high-level financial and strategic consulting services going beyond the traditional duties a general Accountant.

  • Strategic planning
  • Raising capital
  • Internal/external financial reporting
  • Cash flow forecasting, business modeling, and budgeting
  • Preparation & delivery of financial/operational presentations
  • Cost/benefit analysis
  • Risk management—insurance, contract terms
  • Supervise, mentor, coach, train (both ownership and employees)
  • Development of Systems of Internal Control
  • Treasury management, cash management, bank account structuring, banking relationships, letters of credit
  • Benefits management/review
  • Preparation/support for external audits
  • Analysis for cost efficiencies
  • General business consulting
  • Monthly review and analysis
  • QuickBooks Certified ProAdvisor