Our Services

Every client relationship is unique, but our process typically begins with an initial evaluation. This evaluation focuses on the client’s financial organization, systems, and processes, the client’s financial performance, and any specific areas of concern to the client. The assessment usually takes one to three weeks, after which we present our findings and recommendations. If our approach aligns with the client’s goals and both parties see the potential for a productive partnership, we follow up with a detailed proposal outlining the structure of an ongoing relationship.

Our ongoing services are tailored to meet the unique needs of each client and may include:

• Supervising the client’s financial team.

• Designing and implementing financial controls.

• Creating and delivering management reports.

• Strengthening existing banking relationships or establishing new ones.

• Developing financial projections and budgets.

While we primarily work remotely, we are available to work on-site at the client’s office if preferred. We also work closely with the client’s tax professionals to enhance tax planning.

In addition to ongoing CFO work, we offer a range of one-time project services, such as:

• Setting up books and processes for start-ups.

• Creating business plans and financial models.

• Converting accounting systems.

• Conducting acquisition due diligence.

For more information or to schedule an initial consultation, please visit our Contact Us page.