OUTSOURCED CFO SERVICES
Outsourced CFO services are critically important to a business owner who may be at the breaking point of knowing he or she needs to offload the financial responsibilities of the company while not wanting to pay a full time CFO. We customize our support packages to ensure the cost fits within a budget while delivering high quality results and timely reporting. Additionally, we've also supported companies who have a full time bookkeeper or office manager but realize they need more support.
FUNDING SUPPORT
Just started your company? Complicated financing needs? Declined for a loan? Drowning in debt? We work with a broad network of banks and private lenders to provide our clients with specialized short term or long term financing options.
ACCOUNTING SERVICES
Profit and Loss Statements, Balance Sheet Items, Setting up QuickBooks, Time Tracking, Job Costing. We help companies will all these things as either your outsourced CFO or your remote bookkeeper. Our team of accounting experts include CPAs who specialize in various types of business accounting needs.
OPERATIONAL IMPROVEMENT
We develop the unique Key Performance Indicators in our client's business and implement processes to track and improve them over time. This includes setting up dashboards, creating clear and concise policies and procedures, developing the infrastructure and structure your company needs to grow.
SUCCESSION PLANNING
Transitioning business ownership is a sensitive and complicated topic. We work with our clients to ensure they maximize the value of their business and the succeeding owner(s) have great success. We help our clients pass on a legacy, not a liability.
SOFTWARE IMPLEMENTATION
Often times picking software can be annoying and time consuming. We work with our clients to first understand their business processes. Then we find the best possible software solution and implement that software with process mapping.
BUSINESS GUIDANCE
Many of our clients rely on our team to be a sounding board for processing strategic decisions. We provide the type of objective business guidance you need to be consistent, fair, and successful in leading your business.
PERFORMANCE COACHING
We offer various levels of performance coaching for our clients. This includes working with organizations to organize and optimize projects, structures, and teams, one on one and group business coaching, evaluating employee’s performance, identifying performance-related goals/objectives and more.
ONE OFF ACCOUNTING PROJECTS
One off accounting projects are done in support of a company's overall strategic plan. This could be migrating financial software, supporting a CFO or CEO in an audit, preparing the company for sale, or determining the business's valuation.
CONTACT US
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