Tailored support for every stage

Explore our range of services designed to provide you with financial clarity and empower you to make smarter decisions.

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What We Offer

Whether you need pristine financial records, controller oversight or strategic CFO leadership, we tailor our services to meet your company’s needs. We guarantee that our services will enhance your organization’s financial health, ensure financial clarity and build fiscal resilience.

  • Accurate recording of transactions to your general ledger, monthly balance sheet reconciliations, and generation of timely monthly financial statements.

    Ideal for businesses with:

    • $250k - $2M in Annual Revenue.

    • Need for GAAP - ready financial statements.

    Core Deliverables:

    • Weekly coding of business transactions to the GL’

    • Weekly bank & credit card reconciliations.

    • Accounts Payable & Receivable Management.

    • Preparation of monthly financial statements (income statement, balance sheet and cash flow statement).

    • Year -end 1099 compliance & preparation of Tax CPA binder.

    The investment cost for this service starts at $1,500 monthly.

  • Implementation of key internal controls, manage month-end close process, oversight of accounting teams, build & maintain 13-week cash flow forecasts and KPI Dashboard Setup and updating weekly.

    Ideal for businesses with:

    • $2M - $10M in Annual Revenue.

    • Scaling teams, inventory management and/or complex billing.

    Core Deliverables:

    • Everything in the Bookkeeping tier.

    • Weekly update of the 13-week Rolling Cash Flow Forecast.

    • Internal Control Implementation & Fraud Prevention.

    • KPI Dashboard Setup and monthly update.

    Investment cost starts at $2,500 monthly.

  • High-level financial strategy, capital allocation, board reporting , fundraising, multi-year forward-looking integrated financial models, scenario planning & sensitivity analysis.

    ‍ ‍Ideal for businesses with:

    • $5M - $50M Annual Revenue

    • Rapid scaling goals, fundraising and Mergers & Acquisitions(M&A)

    Core Deliverables:

    • Everything in the Controller tier.

    • Participant in key financial decisions.

    • Multi-year financial modeling, scenario planning and sensitivity analysis.

    • Capital Structure Optimization,

    • Fundraising support.

    • Debt covenant compliance.

    • Executive Management & Board Reporting.

    • M & A due diligence.

    Investment cost starts at $5,000 monthly.

Our Process

The Diagnostic Phase

All of our service plans kick off with a Diagnostic Audit. The purpose of the audit is to assess the condition of the financial records, identify any significant financial risks and to establish alignment with senior management.

Collaborate Openly

You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.

Customized service

Every client engagement is unique. We stay flexible and responsive to make sure the process fits your flow—not the other way around.

Agreed upon deliverables

Our deliverables are backed by a guarantee of optimized financial health, financial clarity and improved decision-making.

  • "Worked diligently under a demanding timetable. A tremendous asset to the company"

    Alex McAllister, Former CFO at AutoNation

  • " A knowledgeable & dedicated professional"

    Ralph Fano, Former Financial Controller at Advanced Advanced Media Technologies

  • "Provided us with exceptional service. Attention to detail is stellar"

    Elaine McAnuff, President at Avner Home Health Care Services, Inc.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.