outsourced business services

ACCOUNTING & FINANCE

We offer streamlined technology, procedure-based, and policy solutions that enable your staff to deliver high quality, cost-effective accounting services. Core accounting services include:

  • Accounts payable and cash disbursements
  • Accounts receivable and cash receipts
  • Assistance establishing accounting software and complementary peripherals
  • General ledger account reconciliation and maintenance
  • Month-end close
  • Employee payroll
  • Timesheet and expenditure system support
  • Mentoring your accounting team
  • Tools integration

Chief Financial Officer (CFO) Support

We offer fractional CFO services from experienced CFO’s for companies who do not need a full-time CFO; including CFO advisory, board of director’s support, financial strategy, supervision of financial staff, interface with auditors, investors, and banks.

Tax Strategies

Our CFO’s work with you and your tax professional (or other tax professionals we have relationships with) on your Tax Strategies. We have the know how to bridge the language between owners and tax professionals and to help carry out your strategy.

New Business Startup, Merger & Acquisition (M&A) Transaction, and/or Growth funding strategies

We offer assistance to new businesses including planning and strategy as well as funding and set up. For your expansion considerations such as merger and/or acquisition (M&A) transactions, we offer support including diligence and post-transaction integration. Finally, as you consider your next strategic move, we bring proven and practical support (e.g., business planning) for your funding needs.

Planning and Business Analysis

Actionable analysis of your critical success metrics is the cornerstone of solid financial stewardship and feeds short and long-term planning. We offer our expertise and lessons learned in helping you build a measurable business plan with emphasis on strategic fundraising, budgeting, and other operational requirements. 

our

Process

Assess

We bring a disciplined approach to understanding your unique challenges and success factors.

Advise

On a fractional or project basis, we’ll help you develop the plan and measurements to succeed.

Act

We provide and manage the resources you need to get the job done.