Services

We provide fractional, interim or contract CFO services. As well as project-based financial expertise to small and medium-sized businesses. In general, the work we do is focused on establishing and managing a smoothly running accounting department, and the preparation of accurate, useful, and timely financial reports to management and compliance entities.

Help with Running Your Business, Improving your Accounting Systems

Accounting Operations

• Start-up and Emerging Company Support: Financial discipline and controls.
• Appropriate procedures and processes, budgets and projection that help you plan for the future
• Accounting Department Management: Ongoing, experienced help with procedures, reports, people management, and accounting issues
• Creation or improvement of your monthly closing checklist
• Support, leadership, and/or performance of daily accounting activities including A/P, A/R, payroll, billing, and credit and collections
• Coordination with outside vendors (banks, leasing companies, insurance, CPAs, etc.)

Audit, Review & Compilation Support and Management

• Help with understanding the audit, review, and compilation processes and requirements
• Assistance in compliance with requests for documents and information
• Direction, and personnel if needed, to handle any updates or completion of accounting information that may be necessary before an audit begins

System and Process Assessment, Implementation & Accounting System Conversion Services

• Review and analysis of financial systems, practices, and staff; and recommendations for improvement
• Process improvement/implementation/guides
• Accounting system selection and add-on selection process (3rd party tools)
• System implementation, led by us or your existing team
• Data conversion assistance, including testing of data, and consulting and implementation for data structure changes including chart of account changes
• Project management, project planning/scope
• Requirement document preparation
• Training: one-on-one training, group training
• Custom report writing
• Tool development