Services
Know Your Numbers. Control Your Growth.
CFO-Level Support & Financial Strategy
Turning financial data into strategy, accountability, and stronger business decisions
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KPI dashboard
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Management / Board reports
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Financial planning, budgeting, and analysis
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M&A support
Staff Development & Controller Services
Hands-on training that follows stronger, consistent financial processes
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Policies and procedures development
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Improving tasks efficiencies
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Internal workflow documentation
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Audit preparation and support
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Staff training and support
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Cross-departmental processes implementation
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Month-end close training
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Hiring
Bookkeeping & Monthly Accounting
Clean records for tax preparer review
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Chart of accounts setup and maintenance
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Transaction coding and categorization
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Accounts payable and accounts receivable management
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Bank, credit card, and merchant reconciliations
Compliance Support
Recurring tasks to keep your business organized and compliant
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Payroll Setup, integration, and reconciliation
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Sales tax filing
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W9, W-8 BEN, 1099s filing and compliance