Comprehensive financial management for your organization

Expertise that understands your world

SME’s

Non-Profits

Start-Ups

Our exclusive focus on these niche sectors ensures that our clients receive highly specialized care tailored to their specific needs and the customized solutions needed to drive growth, sustainability, and impact.
 

Why people trust us

CFO expertise with accounting support for seamless integration with your team.

Our team supports your organization through all stages of financial strategic planning and implementation. Initially, we work with your management team to conduct a thorough financial infrastructure audit to understand your current operational and personnel systems. Next, we develop a customized upgrade plan that best supports your organization with the financial structure needed to scale growth and success, and to achieve your strategic goals. This often includes adding compliance tracking, new software, reorganizing your chart of accounts, paperless filing and information exchange, and ensuring financial processes have appropriate internal control safeguards.

Services to support your financial needs

CFO expertise with accounting support for seamless integration with your team.

CFO Leadership & Strategy

ALONGSIDE YOUR EXECUTIVE LEADERSHIP, WE CREATE A FINANCIAL INFRASTRUCTURE THAT FUELS GOAL ACHIEVEMENT.

  • Create budgeting and forecasting models aligned with strategic growth goals
  • Develop, implement, and track KPI and dashboard reports to assist leadership in monitoring productivity, profitability, and overall organizational health
  • Management of all financial operations
  • Education of boards, managers, executives regarding company revenue drivers, challenges, and future economic impacts due to regulatory changes
  • CFO leadership or support to ensure a productive and profitable company

Federal Cost Accounting

WE PROVIDE COMPLIANCE-FOCUSED GOVCON AND GRANT MANAGEMENT TO ENSURE POTENTIAL REVENUE MAXIMIZATION AND APPROPRIATE SPENDING.

  • Federal Cost Accounting compliance
  • Government Contractor support
  • Restructuring accounting and procurement systems to track funds
  • Managing conditions, restrictions, and barriers to revenue recognition
  • Expense verification
  • Spend down monitoring and reporting
  • Coordinating with managers on budget revisions and amendments

Human Resources & Payroll Support

TAKE CARE OF YOUR TEAM WITH OPTIMIZED PAYROLL AND HR SYSTEMS.

  • Review payroll software, reconfigure or implement new software and processes to enhance speed, accuracy, security & data transfer capabilities
  • Implement and verify time tracking software are audit-proof and efficient
  • Schedule payroll processing and payroll changes, vacation, and sick time, accruals, bonuses and commissions
  • Employee job descriptions, handbooks, and onboarding
  • Workers compensation support
  • Health benefits administration, retirement, and annual performance review documentation

Managed Accounting

OUR HIGH-PERFORMANCE ACCOUNTING TEAM ALLOWS YOU TO FOCUS ON YOUR COMPANY’S VISION.

  • Financial reporting
  • Tax or audit support
  • Banking and cash flow
  • Revenue recognition
  • Monthly account reconciliation and review
  • Vendor management
  • Corporate filings
  • Financial data organization and storage
  • We use technology as a tool to advance client efficiency, accuracy and workflow/time

Who we work with

Businesses, Nonprofits and Startups are in our accounting wheelhouse.

 Whether you are a small business owner looking to organize and scale, a nonprofit board member in need of compliance expertise, or a tech startup unsure of how to manage a federal grant – we are your finance partner!

Clients & Partners

Schedule a complimentary consultation

Business is about people. Schedule a meeting to see how we can help you realize your organization’s goals.

Please complete our form and we’ll be in touch within one business day.