Accounting and Outsourced CFO Service

Are you a growing company that needs professional financial guidance?

Is your company at the point where you are in need of oversight from a dedicated financial professional, but not yet ready for the expenditure and investment of a full-time CFO?

A typical financial professional—be it a CFO, Controller, or Accounting Manager—can cost anywhere from $125,000 to $500,000 a year! (And this is excluding bonuses, benefits, and vacations). Our average client pays a fraction of that cost!


CFO Services

Participation in weekly meetings, strategic guidance, cash management, forecasting, budgeting, metrics & KPIs, customized reporting, bank relationship management, and tax related guidance.

Controller Services

Participation in monthly meetings, financial planning & analysis: accounts payables and receivables management, forecasting, budgeting, cash flow management, and tax related guidance.

Accounting Services/Bookkeeping Services

Preparation of monthly financial statements and strategic guidance and planning to help your business GROW.

Financial Systems Integration – review of your financial system to identify opportunities for efficient and enhanced financial reporting by integrating cutting-edge financial technology.

General Financial Consulting

Cleanup, review and analysis of your books to ensure the consistent application of appropriate accounting principles.

Financial Systems Integration – review of your financial system to identify opportunities for efficient and enhanced financial reporting by integrating cutting-edge financial technology.

Individual (a-la-carte) Services

  • Payroll Management

  • Cash Flow Management

  • Bill Pay Services (accounts payable management)

  • Invoice Management (receivable management)

  • Credit Card Receipt Tracking & Management

  • Audit Preparation Services

  • Quickbooks Cleanup

We are here to provide our expertise!