The financial confidence and clarity to scale your growing business.

Overview

    Businesses looking to scale can advance their financial strategy and discover opportunities for growth by working with a Chief Financial Officer (CFO) on a full-time or fractional basis. Whether your goals include business expansion, product growth, or operational optimization, our experienced CFOs have a wealth of experience and perspective to help plan your company’s future.

Services

    Improve the financial trajectory and management of your growing business. Our seasoned CFOs can advise on M&As, cash flow, inventory management, revenue growth, and margin improvement for short-term and long-term projections, in addition to standard day-to-day accounting functions.

      Services include, but are not limited to:

      • Financial strategy and projections (3-5 year)
      • Key Performance Indicators (KPIs) and analysis
      • Analysis of department efficiency and performance
      • Industry trends and benchmarking
      • Executive and board presentations

Year-End Financial Planning: We’re here to help!

 

2023 Financial Health Insights

 

2024 Budget & Projections

 

Comprehensive Tax Strategy

 

Reconcile 1099 Vendors & Open W-9s

Let’s discuss your financial goals!