We provide outsourced finance and accounting professionals to support your business needs, whether you need accounting staff to handle your day-to-day transactions, a controller to help you scale your operations team as you grow, or an outsourced CFO to weigh in on financial issues and provide industry-specific guidance.

 

Accounting Services

We can help you meet your staff accounting needs. Our team can assist you with:

– Bookkeeping
– Monthly bank, credit card, and account reconciliations
– Transactional support, including accounts receivable, accounts payable, prepaid and fixed assets
– Month-end close assistance


Controller Services

Gain controller-level knowledge and guidance from our team. We can assist with:

– Preparation of financial statements
– Budgeting and forecasting
– Audit preparation and liaison with audit firm
– Preparation and/or Review of internal controls and process manuals
– Accounting software selection and implementation
– Guidance for complex accounting issues


Outsourced CFO Services

Access CFO-level insights and experience. We can assist with:

– Cash flow management and projections
– Financial, business, and strategic planning
– Assistance during staff transitions (leadership succession or departure, mergers and acquisitions, business integration etc.)
– Guidance and support for board meetings, finance committee meetings, and audit committee meetings
– Bank financing and investor meeting preparation
– Business continuity and succession planning