Service Description

We provide veteran business financial planning services on special project basis (mergers, restructurings, accounting system integration, sales tax, raising capital, forecasting, dashboard creation, clean-ups, year end, internal investment). Our clients benefit from getting the right level of experience and impact when they need it. Clients choose the time commitment (minimum 2.5 hrs per month) that suits their needs. Our Controllers work with clients on practices, processes, procedures, systems, and financial issues. To ensure our clients financial foundations are strong we often leverage our in-house accountants to ensure the monthly record-keeping and payroll accounting is done by the right skill set at a fraction of the cost of hiring full time. We provide impact at strategic level, increasing profitability and value. You benefit from our strong experience and success in raising capital, business purchases, commercial property financing and M&A transactions.