Professional Services

Our services include professional accounting and cross functional management, fractional CFO, and Controllerships. Our pricing structure is value based and service engagements are customizable. We take a client-first approach. We simply ask; What can we do for you, that will have a positive affect on your life, your business, and your profitability? How can we set your mind at ease?

Click Here to learn more about our different service engagements.

What Can You Expect From Our Fractional CFO Services?

 We prepare monthly, quarterly, or annual financial statements. Development of Financial forecasting.  Provide guidance for increasing cash flow and improving profitability in support of future strategic goals, tax planning, and exit strategy development. We ensure the seamless integration of all functional areas Finance & Accounting, Information Management, Human Resources, and Operations.

What Can You Expect From Our Controller Services?

 Our controller services afford businesses and organizations the benefit of financial expertise and oversight without the high human resources costs. We provide accounting oversight for your back office staff. Accounts payable and receivable management. Cash and Treasury management. Payroll administration oversight. Sales Tax report preparation and filing.

 What About Our Training Services?

 Would you like to learn how to manage your own bookkeeping? Do you want to understand how your financial statements are constructed? Effective Bookkeeping is based on a set of accounting principles as well as proficiency in the tool that is being used to conduct that bookkeeping. QuickBooks is such a tool, however, it is only as good as the quality of the information it contains. We can customize a training plan so that the information is focused on exactly what you would like to learn. From basic accounting to operating your bookkeeping program.