Login

Our Services

Comprehensive Financial Services for Business Growth and Efficiency

Our services include Fractional CFO and Controller solutions, Investor-Level Reporting, Tax Planning, and Private Equity Advisory to optimize financial strategies and ensure smooth operations. We specialize in M&A preparation, internal representation, and streamlined bookkeeping with a focus on cost-effectiveness and accuracy. Additionally, we offer robust staff augmentation, financial operations advisory, and advanced dashboarding to provide real-time insights and streamline financial workflows.

Fractional CFO

  • Fractional CFO
  • Interim CFO
  • Investor-Level Reporting
  • Tax Planning

 

 

Controller Services

  • Fractional Controller
  • Private Equity Advisory
    • Experience with PE-backed businesses
    • Expertise in PE fund investing and post-acquisition reporting
  • Real time dashboarding and reporting

M&A Prep

  • Internal owner representation for transaction readiness
  • Dashboarding and reporting

Note: We are not an investment bank.

Bookkeeping and Accounting

  • Low Cost
  • More accurate
  • Trackable hours

 

 

 

Staff Augmentation

  • Sourcing via robust database and streamlined processes
  • Multi-stage vetting, including interviews
  • Clear benefits of augmentation vs. direct hiring

Financial Operations Advisory

  • Workflow and process optimization for finance teams
  • Systems integration (ERP, billing, payroll, etc.)
  • Policy development and internal control design

Dashboarding and Reporting

  • Consolidated and single entity view
  • Live financials at your fingertips
  • Instantly track KPIs and trends
  • Custom views for your team and goals
  • Automated updates, no manual work
  • Spot issues before they become problems

Efficiency. Expertise. Value.

Value Proposition of Our Services

Our services offer exceptional value by delivering high-quality expertise at a lower cost compared to in-house hires. Here’s why:

  • Cost Efficiency: Save money on hiring, onboarding, and benefits. We offer fixed hourly rates with no hidden costs, providing a more affordable solution than in-house hires.
  • Faster Time to Coverage: Skip months of recruitment. Get experienced professionals right away, ensuring no gaps in your operations.
  • More Coverage: For the cost of one full-time hire, get expertise in multiple roles (e.g., Controller, Senior Accountant, CFO), covering a broader range of business needs.

By choosing our services, you optimize your budget, reduce hiring risks, and improve efficiency.

  •  

Comprehensive Financial Services for Growing Businesses

We provide expert financial leadership tailored to your company’s needs, from CFO and controller services to M&A preparation and staff augmentation. Whether you need fractional or interim support, investor-level reporting, or post-acquisition financial guidance, our team ensures precision, compliance, and strategic growth. Explore our specialized services to enhance your financial operations and position your business for long-term success.

Financial Leadership

Looking for more information on our Services?

Bringing the Right Tools and Talent to Power Your Growth.
Contact Us