We focus on high-level factors such as strategy, planning, risk, growth, and cash flow, but also a plethora of day to day financial, operational, and accounting services as needed, including the following:

• Profitability
• Revenue growth
• Margins by product, market, and customer
• Cost analysis & tracking
• Customer contracts
• Vendor contracts
• Accounting – work with an internal team, finance team building, and training
• Internal accounting – assessments, clean up
• Controller services
• Monthly close and timely, proper internal financials
• Internal processes/controls
• Financial systems setup or improvement
• Structure and accountability
• Operational efficiency
• Insurance
• HR & Benefits structure
• Forecasts & Budgets
• KPI’s/Metrics
• Coordination with attorneys, CPA’s, Bankers, Service Providers
• Special Situations - Buy/Sell Transactions, Due Diligence, Purchase Accounting, Tax Strategies, Capital, Lending, Cash Management, Contracts/Leases, Intellectual Property, Legal Support
• Succession Planning/Exit Strategy

We are not people whose only career experience is working in CPA firms. We are experienced & successful business people, entrepreneurs, and owners who currently are and have been CEO’s, CFO’s, Controllers, Accountants, and Consultants who have started and run successful companies ranging from Fortune 500 to startups. We understand what it’s like to make payroll, bootstrap, and manage cash flow – in other words, we’ve been in the trenches and have a strong understanding of what you are going through.

We focus on providing value and while making no guarantees, have a tremendous track record of providing value that exceeds our cost, in both tangible and intangible ways. Every situation is structured to your unique situation and needs. Services can change over time and due to events, but commonly includes a combination of onsite and remote work each month or as often as you request. Before Covid-19, most of our work was already done remotely, working virtually while being an integral part of your team is not a problem.  

A Chief Financial Officer oversees the financial affairs of a company, including maximizing cash flow, reducing risk, ensuring scalable growth, as well as analyzing financial strengths and weaknesses, proposing corrective actions, tax planning and compliance, and much more.

We bring many things to the table that benefit you as an owner or CEO, including peace of mind, access to experienced CFO help that is affordable without having to hire a full-time employee, a confidant and partner that will help you with all facets of the business. 

Every company regardless of how many zeros they have in their revenue number needs CFO thinking. No business is too small for a CFO, even those who are a dream in a visionary’s mind. We can tailor our services to fit your budget and help you get structure in place to avoid mistakes, save money and position yourself for growth.

We serve practically all industries in our capacity as turnaround, entrepreneur, and startup experts.  We also have specific expertise and specialization in construction and technology.

Yes. These are unique situations that may require full-time attention for a period of time. Please contact us so we can further discuss the details.