CFO & Controller Services

Many small to medium sized business don't have the resources to employee a full time CFO or Controller. If you've experienced enough growth to where you need professional financial advice and planning, we have the experienced support you need to act as your financial steward. Let us navigate the financial aspects of your business while you focus on growing your business. Our hands on approach will addresses strategic, financial, technology, and leadership issues. We focus on improving financial performance of your company through a variety of services:

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  • Cash flow management and projections
  • Bank financing and investor meetings
  • Financial and operational improvement plans
  • Budgeting and forecasting
  • Audit preparation and liaison between audit firm
  • Managemnet of the financial close process
  • Financial system and technology implementation
  • Training and mentorship of accounting staff
  • Contract review and profitability analysis
  • Development of internal financial controls
  • Liaison with bankers, attorneys, investors, and vendors