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OUR SERVICES

CFO Advisory & Business Solutions 

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

Accounting Solutions 

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

Coaching & Training

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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