From budgets and forecasts to multiyear financial plans, we directly link the monthly financial results to the long-term strategic goals of the company. As we see a need, we connect company leadership to key resources that can put them on the fast track to success.

We help build the accounting and finance structure of a company from training in reconciling the numbers to the creation and maintenance of a clear and effective monthly financial reporting package. Included here is hands-on management of a company’s fulfillment of third party requests, such as audit and tax preparation, so that those tasks become a breeze.

 We sit down with management - in-person as much as that makes sense - to review the monthly financial package, with a goal to provide financial clarity and actionable takeaways every time which directly help the company achieve its goals. We also love to present the financial results to boards of directors as that is necessary.

We clean up accounting records to get them accurate and simple to maintain - with expert oversight - going forward. Without good data, analysis can only go so far.

We take the overflow workload of CFOs and knock it out, most of which come in the form of strategy projects long since in the “important but not urgent” priority bucket. We also serve as a colleague to bounce ideas off and provide a second set of eyes on the CFO’s work.