Your finance team
A SEASONED FINANCE TEAM
CUSTOMIZED TO MEET YOUR NEEDS
Have you ever found yourself in a position where you just weren't sure where your financials were at? Or your growth was outpacing your team's capabilities?
Our customized services will ensure you always know your numbers, have a plan in place to show where you are going and what you need to do to get there.
Our customized finance and accounting services are tailored to each individual business and designed to support your company growth strategy. Our clients have access to the strategic expertise & guidance of a CFO paired with the technical accounting knowledge you would expect from an experienced VP of Finance & Controller. We provide clear financial insights and guidance to ensure you have all the information you need to make accurate decisions at your fingertips.​
Our team works with you to:
​
-
Develop actionable road maps through financial modeling, providing a clear path to reaching your goals
-
Ensure accurate and timely completion of your monthly, quarterly and annual budgeting, month-end close, financial statements and reporting packages so you always know your financial position
-
Accurate accounting according to US GAAP
-
Implement internal controls and streamline operations
-
Provide recommendations and manage implementations of finance software platforms to support your growth
-
Accounting software & ERP​
-
Expense management
-
Corporate purchasing card programs
-
Payroll
-
​
​
FINANCIAL STRATEGY
​
CFO-level leadership, strategy and guidance. Clear financial models & forecasts.
​
FINANCIAL STATEMENTS
​
Preparation of monthly, quarterly and annual financial statements for various key stakeholders
(executive team, board, bank)
DUE DILIGENCE & AUDIT PREPARATION
Ensure your financials and critical pieces of your business are prepared before you enter a diligence or audit period
TECHNICAL ACCOUNTING
​
Compliance with ever-changing US GAAP accounting rules
​
​
​
CAPITAL RAISES &
DEBT FINANCING
Have confidence you are fully prepared for the next round of financing
​
GOVERNANCE & WORKFLOWS
Ensure your assets are always protected with strong internal controls and clearly documented policies & procedure workflows