We offer CFO advisory and CFO fractional services if you cannot afford a full-time CFO, Director of Finance or Controller or are experiencing a gap in the CFO function due to planned and unplanned absences.
Identify opportunities and support implementation of systems to automate processes (e.g. vendor payments, customer billings)
General ledger clean-up
Record transactions timely
Develop and maintain a month-end close process
and schedule
Financial statement design or redesign
Establish processes to facilitate timely
year-end close
Audit preparation
Support for annual Form 990 preparation
Annual Forms 1096 and 1099 filings
We help you develop an improved control environment and a well-organized system for producing complete and accurate financials so that you can dedicate more time to focusing on running your business and its core operations.
Review and analyze financial statements
Manage and supervise accounting staff
Prepare annual budgets
Monitor and prepare budget forecasts
Analyze and manage cashflow
Develop cashflow forecasts
Develop and implement internal control processes
and procedures
Develop and update accounting procedures manual
Understand business objectives and develop
strategic plans
Prepare grant budgets
Develop processes for Federal Awards and Grants
Management compliance
We coach and develop finance and accounting teams to deliver strong operational support to management and stakeholders within and external to your organization.
Understand and document roles and responsibilities of each team member
Understand expectations and document best practices of finance and accounting team
Redefine, align and document team member roles and responsibilities to deliver with high impact
Document and/or update expectations for department and team members
Train and coach team members for professional growth and to deliver strong operational support in alignment with departmental, organizational and industry expectations
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