How can you position your organization for success?​

Whether you have specific financial concerns, or you are ready to take your business to the next level, we have the experience to help you achieve your goals. Our services are designed to meet your unique needs and give you the tools and insight necessary to make smart business decisions.

Fractional CFO/Controller

When you lack the internal resources or specialized expertise to tackle a business problem, our Fractional CFO or Controller can make all the difference. We offer financial and business advisory services on an as needed or contractual basis including:

  • Cash flow management
  • Budgeting and forecasting
  • Reporting
  • Operational review
  • Policies and procedures
  • Assessing and training staff
  • Internal control compliance
  • Strategic and long-term planning

Special Projects

The benefit of a Fractional CFO or Controller is that you hire an expert exactly when you need him or her. Sometimes, a business just needs the leadership or experience of a CFO/Controller for a limited time or purpose. We handle a diverse array of special projects including assistance with:

  • Acquisition due diligence
  • Financing options
  • Audit readiness
  • Restructuring
  • Training and mentorship programs for Minority, Women, & Local Business Enterprises

Accounting Services

Smaller companies and not-for-profits can benefit significantly from the capabilities of a Controller or CFO but may not feel they can afford to hire someone full-time. In these situations, we can provide a full range of accounting and financial services including:

  • Accounts payable
  • Accounts receivable
  • Payroll
  • Month end bank and credit card reconciliation
  • General ledger and financial statement preparation
Read about our Industry specialties and Case Studies for more information on our experience and services.