Scale as Needed
Pay only for the services you use
You demand more than simple financial statements. You need accurate insights into your business to help drive growth.
Gathering, integrating, and analyzing this data requires significant expertise, which growing companies often find difficult to support internally.
Our fractional accounting services allow you to pay only for the services you use, when you need them.
Lower costs. Focused employees.
Enjoy less overhead and lower costs by utilizing the considerable expertise of our CFOs, controllers, senior accountants, bookkeepers, and business intelligence developers.
Compliment your existing accounting staff with our fractional accounting services OR select us as your exclusive accounting team – the choice is yours.
Either way, ensure your staff can focus their talents where they can best be utilized rather than over-extending them.
To ensure repeatable performance improvements, we:
- Develop and document best practices for controls, policies, and procedures
- Integrate business software platforms
- Collaborate with internal and external teams
- Can manage and/or train internal staff
- Consolidate document management into secure, centralized cloud storage
- Ensure passwords are encrypted and managed at the organizational level
- Provide dedicated mail service management
To protect you, we:
- Monitor your open bank, credit card, and investment accounts, providing account recommendations along the way
- Verify that you have full access to all accounts opened in your name
- Establish strong password protection across accounts
To help maintain your financial health, we:
- Develop a workflow that integrates your bank accounts, Quickbooks, Bill.com, ACH and other services to ensure bill payments are processed on time, every time
- Approvals can be built into the bill payment process, as desired
Full service payroll management including
- Processing employee paychecks
- Paying all state and federal taxes
- Filing corresponding tax returns
Each month, we:
- Verify transactions are recorded in the correct accounts and have cleared the account
- Identify any items which may require further research
Budgeting & Cost Analysis
To gain a more accurate understanding of your financial situation, we collaborate with you to:
- Develop budgets & goals
- Establish cost & revenue assumptions
- Provide historical year-over-year trend analysis
- Identify potential savings opportunities
- Look for any questionable activities
Analytics & Reporting
We provide monthly financial statements and cash flow management information which includes:
- A personalized model reflecting the month’s final numbers compared to budget expectations
- Progress made against your cash balance goals
- Income and expense analysis and insights
Additionally, we provide Executive-Level Financials & KPI Summaries which reveal where you are and where you’re heading.
Reporting can be made available to better fit your needs, whether it be by hard-copy, email, or online access at your convenience.
We help with individually owned and operated foundations in the areas of:
- Financial Analysis
- Administrative Support
- CPA Coordination for Tax Planning & Advice
Insurance needs vary wildly depending on your circumstances. To optimize your coverage, we:
- Identify all current insurance policies held in your name
- Identify the scope and coverage of these policies
- Examine areas of potential exposure
- Make recommendations based on these findings