Fractional CFO, Controller, Bookkeeping, and Tax Services

Small to mid-sized business need solid financial services and leadership, but not necessarily on a full time or employee basis.  We have found over the course of our experience that fractional financial consulting is not only cost effective but fiscally smart.  Our team of  financial professionals provide the hands-on work, reporting, and analysis necessary to keep a business on track.  We are planning partners to management.  Our team of CPAs, MBAs, IRS Enrolled Agents, and accounting software experts assist our clients in business maintenance, growth, and in establishing solid foundations.

Client Services:

  • Interim/Fractional CFO or Controller
  • Full-charge bookkeeping including Payroll
  • Tax advising, planning, and preparation
  • Financial planning, forecasting, reporting
  • Cash management, risk analysis
  • Provide holistic pictures of company financials
  • Sales/Use Tax set-up and preparation
  • Cash flow management/cash flow planning
  • HR/Benefits and technology analysis and implementation, asset purchase
  • General accounting, A/R, A/P, GAAP Compliance
  • Budgets and budget analysis
  • Special reports and analysis
  • Cost, managerial, forensic accounting
  • Capital raising financials
  • Operations, system and procedure analysis and set up
  • Creation and oversight of financial teams

We are committed to detail, clarity and transparency

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