We are passionate about helping you tell and master your company’s financial story.
Whether you need finance, accounting or tax support services, one thing is certain: We are your biggest advocate and a collaborative partner in every sense of the word.
Pick and choose from our services below. And know that we can help you on an as-needed, part-time or short-term basis.
Our Services for Small & Mid-Size Companies
Accounting
Our accounting package helps you tell the true story of your business with accurate books and timely reporting. Meaning you can make informed business decisions, at any time.
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• Recording all transactions
• Bank & credit card reconciliation
• Financial close
• Standard financial reporting
• Financial statement review call
CFO Services
Our virtual CFO services add tremendous value on top of our monthly accounting package. Choose as many enhancements as you’d like, based on where you need our help.
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• Cash flow management (including accounts receivable & payable)
• Cash flow planning & reporting
• Budgeting & forecasting
• Pricing & profitability scenario analysis
• KPI development & reporting
• Financial planning calls (monthly)
• Process & controls enhancements
• Customized financial reporting
Please note: These virtual CFO services are available as add-ons to our accounting package.
Business Advisory Services
Our business advisory services guide and support your business during times of growth or transformation. We can help you plan ahead or scale up – so your business can realize its full potential.
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• Business planning & scenario reporting
• Mergers & acquisitions support
• Disposition planning
• Capital raising support
• Financial modeling
• Customized board / stakeholder engagement & reporting
• Financial planning (forward looking)
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If you are raising funds for your next stage of growth, we don’t simply hand over a financial model forecasting the future of the company. We partner with you on a financial journey that includes:
• Understanding your historical financials
• Simplifying data gathering through process improvements
• Assisting in preparing a business model that can be flexed for scenarios
• Providing stakeholder support however needed
Tax Support
Our tax support services set you up for success when it comes to all things business taxes. We collaborate with your tax expert, and also with you – to make complex information easy to understand. And in case you missed it, we are CPAs ourselves.
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• Tax compliance support
• Tax requirements & reporting support
• Tax expert referrals through our talented network of partners
Please note: Our tax services are always done in collaboration with your tax expert. Our services do not include the approval or filing of tax returns.