Services
What we do.
We work beside leadership as a partner — identifying objectives, developing plans, and delivering what they need when they need it.
01
Bookkeeper & Controller Services
We are your back office. Always on. Never after-the-fact. Always intelligent.
CFO Services
- Provide real-time business intelligence
- Develop and Analyze Business Plans, Financial Models and Pro-Formas
- Assist with Forecasting Reports
- Prepare presentations for shareholders, management, and company-wide meetings
- Analyze business opportunities
Controller and Bookkeeping
- Accounts Payable & Receivable
- Reconciliation of Bank Statements
- Payroll Systems
- Digital File Storage and Management
- Prepare financial statements and reports for Stakeholders
- Overall back office support
02
Operational Consulting, Business Strategy & Training
Need a push to get to where you need to be? Compliance issues? We can help.
- Start-up Systems
- Business Strategy
- Guidance on IP strategy and management
- Guidance on fundraising and M&A
- Backlog of bookkeeping and developing initial bookkeeping systems
- Paperwork & work-flow organization
- Training & setup for Accounting Software
- Transfer existing accounting information into new platforms
- Drafting, reviewing and negotiating a variety of agreements and contracts
- Offering guidance on a variety of business related issues
- Advising principals and staff within the company on compliance or regulatory issues
- Guidance on contract status, risks, and the liabilities associated with different deals
- Researching unique legal issues that could impact the company
- Reviewing advertising and marketing materials to ensure that they are in compliance with legal requirements
- Guidance on HR documentation and compliance
03
Pre Diligence & Due Diligence
We shake out the cobwebs and deal with the issues before anyone gets a look under the hood.
- Review all historical financial data for potential issues
- Build out and maintain a data room with all standard requests – before you are asked for them!
- Act as the main point of contact with all outside parties for requests – keep your team running the business and not bogged down with multiple requests
- Organize and document and collect all contracts and Intellectual Property. Help identify any gaps that might come up during Due Diligence
- Increase the deal flow and overall time it takes to close
- Support team after the transaction with all loose ends and post-close reconciliations