CFO Services and Managed Accounting 

Strategic financial leadership without the full-time commitment. Our experienced CFOs provide high-level guidance on financial strategy, operational improvements, and growth initiatives. We help optimize your financial operations, improve decision-making processes, and drive sustainable growth through expert financial oversight and strategic planning. 

Comprehensive financial planning that aligns with your business objectives. We develop detailed budgets, forecasts, and financial models to guide your business decisions. Our planning services include cash flow projections, capital allocation strategies, and scenario analysis to help you navigate future opportunities and challenges. 

Modernize your finance function to drive efficiency and insight. We evaluate your current processes, implement best practices, and leverage technology to streamline operations. Our transformation services help reduce manual work, improve accuracy, and provide better business insights through optimized financial processes.

Clear, accurate, and timely financial reports that drive better business decisions. We deliver comprehensive financial statements, management reports, and KPI dashboards tailored to your needs. Our reporting includes detailed analysis and insights to help you understand business performance and identify improvement opportunities.

End-to-end payroll management ensuring accurate and timely compensation. We handle all aspects of payroll processing, tax compliance, and reporting. Our services include benefits administration, tax withholding, and maintaining compliance with regulatory requirements.

Optimize your revenue cycle with efficient billing and collections processes. We manage invoice generation, payment processing, and collections to improve cash flow. Our team maintains professional customer relationships while ensuring timely payments and reduced DSO.

Streamlined vendor payment management that maintains strong supplier relationships. We handle invoice processing, payment scheduling, and vendor management. Our services ensure timely payments while optimizing cash flow and capturing early payment discounts when beneficial.

Expert guidance on complex accounting matters and compliance requirements. We provide research and implementation support for new accounting standards, complex transactions, and technical accounting issues. Our team ensures your financial reporting meets all relevant standards and best practices.

Comprehensive tax compliance and planning services. We handle federal, state, and local tax filings while identifying opportunities for tax efficiency. Our services include tax return preparation, estimated tax payments, and strategic tax planning.

Strategic analysis and implementation of profit enhancement initiatives. We identify opportunities for margin improvement and cost reduction while maintaining operational effectiveness. Our approach includes detailed cost analysis, vendor optimization, and ongoing performance monitoring.

End-to-end support for optimizing and managing your organization's legal structure. From selecting the most advantageous corporate structure to handling formation documentation and ensuring ongoing compliance, we help you establish and maintain the right legal framework for your business success.

Strategic guidance on insurance coverage optimization. We help evaluate coverage needs, compare providers, and select appropriate policies to protect your business assets and operations. Our services include risk assessment and ongoing coverage review. 

Modernize your financial systems and processes through technology. We help select and implement financial software, automate manual processes, and integrate systems for improved efficiency. Our approach ensures technology investments deliver meaningful business improvements.

Comprehensive financial and operational due diligence support. We provide detailed analysis of financial statements, working capital, and operational metrics to support transaction decisions. Our services include quality of earnings analysis, synergy evaluation, and risk assessment.

Expert guidance through the entire technology implementation lifecycle. We help select, configure, and deploy systems that meet your business needs. Our methodology ensures successful implementations through proper planning, testing, training, and change management while minimizing business disruption.

Expert guidance in developing and maintaining effective internal control frameworks. We help design, implement, and test controls to ensure SOX compliance and operational effectiveness. Our services include control documentation, testing, remediation support, and ongoing monitoring to maintain strong governance.

Strategic assistance to streamline your external audit process. We help prepare documentation, coordinate with auditors, and address complex accounting matters. Our support reduces audit time, cost, and stress while ensuring high-quality deliverables.