All Business are unique, so are the Services we offer.

More Than Just Numbers.

 

CFO Services

This is the top tier of our expertise.

Need help understanding your financial information, what your cash flow is, why you can’t seem to have quite enough at the end of the month?

We have an in-house analyst that can break it down for you, in language you can understand. From there we will create a path forward to maximizing your earning potential.

  • Analytical Financial Statements

    • Break-Even Analysis & Cash Flow Statements

  • Complete Budgeting

  • Loan Application Preparation

    • Both Conventional & SBA Loans

  • Cash Management

Full Charge Bookkeeping & Payroll Services

We can assist in both creating & maintaining your accounting & payroll software. Whether you are a novice or an expert that has better use for your time, we can set you up with a system that works for you, instead of the other way around.

These Services include:

  • Process both Accounts Payable & Accounts Receivable

  • Manage Bank & General Ledgers

  • Assist with Invoicing & Estimates

  • Perform Month End & Year End Close

  • Gross Receipts Account Management

  • Prepare & Process Payroll, Payroll Tax Forms & Payments

  • Prepare & Finalize Financial Statements

Managerial Organization Services

If you are too busy running your business, to make the changes needed to take you to the next level, then this is how we can help.

We can evaluate what is causing you to have to work so hard, and we will come up with a solution together.

Some Solutions that have helped current clients:

  • Upgraded to different POS Systems

  • Created Internal Databases

  • Focused in on Inventory Usage & Vendors

  • Created Interactive Customer Platforms

  • Set up Interviews for vacant positions

As you are aware, there are endless to-do lists within a business. We are here to help lighten the load any way we can.

 

Marketing & Social Media

Industries

We have a vast knowledge of various industries. We are currently working with clients in the following:

  • Retail (In-Store & Online)

  • Construction (All trades)

  • Food Service

  • Hospitality

  • IT Services

  • Various Non-Profit Organizations

We can take our collective experience and apply it to your business regardless of its industry.