Services
Consulting
We believe in creating a strategic partnership with our clients. We believe in taking the time to develop a deep understanding of their business, long term goals and processes. In this way, we can provide not only complete accounting services, but also recommend and implement automated programs to allow your business to focus on what it does best and avoid the overall administrative accounting tasks. We partner on a variety of initiatives including:
- Part time CFO/Controller services
- Developing and Presenting, Financials to Finance Committees and Board of Directors,
- Financial Strategy Consultation and Documentation,
- Business Process Review and Recommendation,
- Budget Creation and Facilitation,
- and much, much more.
Contact us to schedule an initial consultation.
Accounting and Bookkeeping
Simply need a few additional hours bookkeeping help? We do that too:
- Financial Analysis and Forecasting
- Pro-Forma Financial Statements
- Financial Statement Analysis
- Bank Loan Preparation
- Audit Assistance
- Tax Services
- Outsourced Bookkeeper and Accountant Services
- Due Diligence
- Cash flow projections
Value Based Pricing
Many businesses need a bit more than a bookkeeper, but do not need a full time CFO or Controller. They would like professional CFO or CPA representation within their accounting department, but aren't big enough to justify someone on staff. With our value based pricing concept, we as CPAs and CFOs review your practice and determine exactly what you need without adding and billing for unnecessary tasks. We are not into counting hours, rather we look for the ways we can partner with you to add the most value and then set a fair, predetermined monthly price for on call service. Our on-boarding process typically consists of:
- Gaining an understanding of your business
- Determining where to streamline processes
- Implementing streamlined processes
- Agreeing on financial deliverables
- Producing beneficial information to allow your business to make better strategic decisions.