Areas of Practice
Part-Time CFO Services
Manage your capital runway, debt obligations, and ensure the ability to invest in new projects
Internal system implementation
Put systems and controls in place across your business to accelerate growthProfitability optimization
Identify opportunities to improve margins through granular analysis of channels, service lines, products, etc.Risk management
Understand the risks and roadblocks that lay ahead and proactively work to avoid themExit strategy
Prepare your company with defensible financials and a logical strategy BEFORE an interested party comes callingGo-to-market strategies
Unlock scalable growth through new business models, channels, verticals, or customer segmentsFundraising support
Plan for the timing, format, and level of funding required to support business operationsCompetitive analysis
Understand the opportunities and threats to your business presented by other players in the space
Timely Attest Services
Receive your audit or review from our independent CPA's without significantly disrupting or interfering with your day to day business operations.
Financial Auditing Services
Preform an audit of financial statements, involving the examination of your balance sheet and income statement in order to form an independent & fair opinion on the accuracy, completeness, and fair presentation of the financials.Internal Audit / Concurrent Audit service
Assess and evaluate your system of internal control. The emphasis is always on strengthening the internal control systems for minimizing accidental or deliberate accounting errors and omissions. It also involves protection of assets and ensuring compliance with your internal operating policies.Management Audit Service
Ensuring that management procedures are being conducted in a way to assure quality, integrity or standards of provision and outcomes. It also includes maximizing the management performance by improving the internal processes of your organization..Operational Efficiency Audit Service
Ensuring that all your resources are being optimally used for delivering maximum possible return/value. It also includes streamlining various internal processes, measuring the performance of management and staff and also ensure minimal waste.Special Investigative Audit Service
Helping you to prevent situations of fraud and financial impropriety. It involves assisting you in every possible manner to find out cause for any frauds and preventing them.Due Diligence Review
Helping you during mergers & acquisitions, joint ventures and investments. It involves accurate and thorough insight into the financials and accounting practices to best assist you in making sound financial decisions.
On-Demand Accounting & Bookkeeping
Streamline your bookkeeping, bill payment, invoicing, and other back office processes, saving you time and money
Month-end accounting
Receive accurate and timely financial statements each month, along with guidance from an accounting expertTax advisory
Reduce your taxable liabilities through a variety of strategiesInvoicing
Enjoy a seamless process by which invoices are created, sent, recorded, and followed up on without wasting your timeConversion to accrual
Understand the benefits of both accounting methods, and make the switch at the appropriate timeAccount reconciliations
Close out each period by aligning your bank, credit/debit card, ecommerce, and other accounts with your financial statementsHistorical bookkeeping cleanup
Log/categorize outstanding transactions to bring your books up to speed, and ensure you never fall behind againExpense classifications
Outsource tedious expense classifications to an expert who will perform them accurately
On-Demand Financial Analysis
Objectively measure success by projecting revenue, expenses and the resulting profitability goals
Key Performance Indicator (KPI) tracking
Determine the KPIs that drive your company's success, then implement processes and tools to track themBudget variance
Track the difference between expected ("budgeted") expenses/revenue and the actual amountDashboarding
Intuitively evaluate and track your Key Performance Indicators through a data visualization toolFinancial modeling
Establish a dynamic financial tool that reflects your business, then use it to evaluate scenarios and plan the best path forwardPricing analyses
Optimize your pricing to improve margins, surpass the competition, and drive growthLabor cost management
Understand the fully-burdened cost of each employee and know when you are in the position to hireInvestor reporting
Paint an accurate and insightful picture of your business to debt and equity stakeholders