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Top Our Process

Every business owner faces a unique and ever-changing set of circumstances that impact the decisions they need to make each day. Because we've been there, we relate to the stresses of the multiple hats you need to wear.
We've developed a range of services to address your needs.

Bookkeeping Services

Many companies have an office person or team already in place and need help getting systems, software, and processes updated and into a routine, or wish to outsource completely.  We can help.

  • Customer billing and accounts receivable management

  • Vendor invoice processing and accounts payable management

  • Credit card expense management

  • Human resources administrative support

  • Payroll processing and benefits management

  • Loan/LOC and banking relationship support

  • Month end bank reconciliation, closing of books, and financial statement preparation

  • Preparation for year end financial data submittal to CPA

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Business Meeting

Outsourced CFO Services

Many companies need the experience and expertise of a professional CFO but can't afford to carry the cost of a full-time role.  We can help.

  • Work with ownership to prepare annual budget and provide monthly scoreboard review

  • Interpret monthly financial statements for owners to make solid decisions on

  • Monitor, plan, and communicate company cash flow status and needs

  • Provide support for discussions with bankers, attorneys, and insurance companies

  • Aid in obtaining financing from banks or other lending institutions

  • Provide training and guidance for company accounting staff in developing accounting procedures to establish strong financial controls and processes

Strategic Planning & Project Services

Throughout different stages of a company's lifecycle, in good times and in bad, experienced Executive leadership is needed to ensure execution on strategic initiatives and projects. 
We can help.

  • Lead process to develop business growth strategy and key performance metrics

  • Lead process to analyze and finalized important decisions regarding acquisitions and mergers

  • Work with business owner to create and manage employee recruitment, retention, and performance bonus programs

  • Review and analyze proposed capital expenditures and business expansion plans

  • Review and analyze scenarios for R&D Tax Credits, Cost Segregation strategies, and other tax advantage opportunities

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Business Valuation Services

Many scenarios come up that require an objective and unbiased analysis of the value of an enterprise.  We can help.

Our credentialed and experienced team delivers professional business valuations for:

  • Divorce Settlements

  • Buy/Sell Agreements

  • Shareholder Disputes

  • Business Owner Estate Settlements

  • Family Office Investment Analysis

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