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Bookkeeping

  • Invoicing and payments
  • Account reconciliations
  • Data Entry
  • Payroll processing
  • Accounts payable
  • Accounts receivable
  • Reporting

Accounting

  • Month-end accounting
  • Process optimization
  • Tax preparation and filing
  • Conversion to accrual
  • Expense classifications
  • Tax advisory
  • Historical cleanup

Financial Analysis

  • Budgeting and forecasting
  • Scenario analysis
  • Pricing analysis
  • Proforma modeling
  • Budget variance
  • KPI tracking
  • Dashboarding
  • Historical cleanup

Consulting

  • Financial modeling
  • Business plan consulting
  • Investor reporting
  • M&A due diligence
  • Fundraising strategy
  • Market sizing & research
  • Pitch deck design
  • Go-to-market strategies
  • Strategic planning

Industries

  • Healthcare
  • Retail and eCommerce
  • Hospitality
  • Technology
  • Real Estate
  • Food and Beverage
  • Manufacturing
  • Non Profit
  • Logistics

Virtual CFO

  • We can identify and manage a bookkeeper/controller to produce reliable data and interpret the results, providing insight to help steer the ship toward your stated goals. The result is that you know exactly where, when, and how to focus your team and inform your stakeholders.
  • We can be a much-needed sounding board, coach, or guide. We are seasoned professionals who you can trust, not merely someone to fill a role. In the end, you’ll have a team member who knows your business and can help hold you accountable as you work to reach clearly-defined goals.
  • Identify key metrics and map out reporting to monitor the financial health of your business.
  • Interpret financial results on a regular basis
  • Manage annual budgeting process, development of annual strategy
  • Cash management & planning
  • Strategic planning
  • Build or enhance financial processes