Services

We offer custom packages based on a solution tailor made for your business. Pricing is based on the complexity of your business.

  • We can build customized reporting beyond what may be available from your software provider, that presents your data in a format that makes your financials clear and intuitive to read.

  • Cash Management is one of the most critical areas for small businesses. We can build solutions that tell you exactly where cash is being spent and help to plan in a way that helps smooth out the pressure points in your cash cycle.

  • We can help you create a robust budget. Combined with monthly forecasts and projections, we can help you decide with confidence, when it’s time to hire additional staff or invest in capital expenditures

  • We can help you define KPI’s (key performance indicators) that will help you measure and guide operational activities in a way that will accomplish business objectives.

    Cost Accounting, absorption and other analysis are also useful tools to identify inefficiencies.

Venn diagram showing accounting, bookkeeping, and finance segments with overlapping areas and key services. Bookkeeping includes transactions into accounting software, accounts payable and receivable. Accounting covers past actuals, internal controls, and treasury. Finance future budgets, forecasts, and projections. Arrows point to tax partners, valuation services, and niche and specialty services. A vertical line indicates the role of a fractional controller or CFO services.

As with an in-house Controller or CFO, we can coordinate with your other service providers to ensure a smooth hand off between professionals