What We Offer
Know and understand our unique and individual services proven to help your company unleash its financial potential.
Fractional CFO & COO
Need a helping hand?
Cost-effective alternative to a full-time CFO
Financial projections and budget planning
Cash flow management
Compliance with financial regulations
Experienced financial leadership and support
Bookkeeping & Taxation
Looking to keep records?
Accurate, organized financial records
Timely, efficient financial transactions
Reduced risk of errors and fraud
Tax planning and optimization
Improved cash flow management
Budget & Forecasting
Interested in financial performance?
Accurate, informed financial projections
Streamlined budgeting process
Improved communication with stakeholders
Reduced risk of financial surprises/setbacks
Flexibility/adaptation to business needs
Deal Sourcing & Capital Funding
Looking for additional capital?
High-potential investment opportunities
Extensive network and connections
Customized investment strategies
Capital funding expertise
Ongoing portfolio management
Financial Planning & Analysis
Wanting to grow?
Comprehensive financial planning
Budgeting and expense management
Cash flow management and analysis
Financial education and empowerment
Improved decision-making capabilities
New Startup Consulting
Not sure where to start?
Comprehensive financial planning/analysis
Accurate budgeting and forecasting
​Detailed financial reporting and analysis
Expert guidance and support for starting
Tailored services to meet your unique needs