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Capitalize on Opportunity

with Customized CFO Services

Outsourced Accounting and Finance Solutions that Fuel Business Growth.


Integrity
Protecting the well-being and security of our clients is of utmost importance, the crux of our culture and operating system


Experience
We have the technical expertise coupled with first hand experience of starting, building and growing real companies


Innovation
We operate on the cutting edge in every aspect of business, providing exceptional results and the ultimate client experience

WE OFFER

Fractional Chief Financial Officer Services

Seamlessly integrate a finance and accounting team into your business


Accounting & Bookkeeping

We provide cost-effective accounting services that ensure you have complete, accurate and timely financial information to make informed decisions.

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Financial Planning & Analysis

We provide insights that go beyond the numbers – taking into account qualitative and quantitative factors – to deliver a comprehensive view of your business performance and alignment with goals and targets.

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Transactional Services & Advisory

We have the experience and expertise to support business owners through the critical path of fundraising, M&A transactions and post transaction integration and consolidation.

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Turnaround & Exit Strategy

We utilize Lean Management and Six Sigma problem solving methodologies to build sustainable business processes so that your business works better without you, all while increasing your business valuation.

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OUR MISSION

To transform the way traditional accountants and finance professionals support the growth of businesses and local economies.

Our Process

We look at the big picture to design a roadmap and program that sets you up for success from Day 1. We approach every engagement with an entrepreneurial mindset to maximize efficiency and produce results.


Discovery

Discussing the current state, the future state and the roadblocks in between. Defining issues and goals.



Developing a Scope of Work and Plan

Identifying the key deliverables, responsibilities and timing to ensure expectations are clear and achievable for all parties.



Execution, Monitoring and Continuous Improvement

Execute to the plan, monitor results and metrics, identify additional areas for improvement and continue the cycle.



Integrity
Protecting the well-being and security of our clients is of utmost importance, the crux of our culture and operating system


Experience
We have the technical expertise coupled with first hand experience of starting, building and growing real companies


Innovation
We operate on the cutting edge in every aspect of business, providing exceptional results and the ultimate client experience