Emerging Companies Services:

Understand your business today, envision the future, and help you achieve your goals. 

• Startups – we will navigate you through setting up your new business, complete required state and federal registrations and help you set up your business processes for efficiently running your operations.

• Bookkeeping – ideal for smaller and medium sized entities, cash-basis based, records organized with focus on tax filings and cash flow reporting.

• Accounting – ideal for larger businesses, accrual based under US GAAP, advice on accounting systems set up, managing accounting system conversions, evaluation and streamlining of business processes, controllership, month end close.

• Tax – state registrations and compliance, preparation and filing of sales and use tax returns, income tax returns.

• Banking – assistance with setting up and maintaining your banking relationships, assistance with business loan applications or lines of credit and preparing required documentation.

• Legal – preparation or review of supplier, customer and employment contracts, preparation of new operating agreements, amendments, set up of new entities.

Interim Controllership and Financial Leadership:

Strategic direction, leadership and more - when you need it. Providing specialized knowledge and practical experience to help you protect the integrity and continuity of your accounting, finance and business operations. 

• Turnover - resolve reporting delays resulting from turnover and other personnel issues.

• Growth - help meet stiff deadlines and manage rapid growth.

• Processes - improve or create efficient sustainable processes.

CFO-led Services:

Services of a seasoned CFO committed to helping you navigate the challenges and requirements of a startup or growing company.

• Business insights and strategic business advice - developing budgeting, cashflow forecasting and cash management plans, developing organizational strategy and planning, performing business contract reviews.

• Governance, compliance, controls & risk - development of processes for risk management, tax and regulatory compliance as well as treasury management and compliance.

• Financial operations and reporting - assistance with development and oversight of processes for financial statements and reporting, billing and collections, vendor management, purchasing and payables and payroll and benefits processing.

Financial Process Improvement Services:

Streamlining your financial processes to maximize value and efficiency.

• The close process - evaluation of the close processes and development of enhancements and simplifications to benefit efficiency, productivity and cost savings.

• General ledger software capabilities - evaluation of the accounting software's capabilities to assure full adoption of the delivered functionalities.

• Chart of accounts - standardization of the chart of accounts and alignment with industry standards allowing for greater comparability.

• Internal controls - evaluation of the internal controls in order to provide recommendations for strengthening the control environment.

• Transactional accounting - evaluation of the efficiency of processing of transactions (accounts payable, receivable, travel and expense, etc.)