Our Services

    • Financial leadership - ongoing oversight over accounting, treasury and financial reporting

    • Planning and budgeting - creating a financial model

    • Cash management strategy

    • Financial analysis with commentary

    • KPIs and dashboards

    • M&A support (buying or selling)

    • Tax strategies and planning

    • Investor and board of director communications and presentations

    • Manage annual audit with external audit firm

    • Compliance and regulatory filings

    • Business partnering across departments

    • Establish presence on leadership team for finance, providing financial clarity

    • Supervision of daily accounting (AP, AR, payroll, journal entries)

    • Month-end close

    • Monthly, quarterly financial reporting including budget-to-actual

    • Convert cash to accrual accounting

    • Quickbooks desktop to QBO migration

    • ERP or accounting software implementation support

    • Assessment and diagnostic of current accounting team structure, processes, and technology

    • Internal control and segregation of duties gap analysis

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