Finance

Managing the financial side of the business can be both complex and time consuming. It requires specialized skill sets and disciplined focus on key performance indicators (KPIs) needed to grow the business.

We provide fractional Chief Financial Officer (CFO) and Controller advisory services for early-stage and small to medium size companies that currently do not have or cannot afford a full time CFO or Controller so CEOs can focus on running and growing the business. We are CPAs and MBAs with significant public and private company experience.


Recent Work


        Led capital and fundraising raising activities for a VC backed startup technology company.  Closed on Series A financing round and secured a credit facility with a venture bank.  Led the M&A process to find a strategic buyer that resulted in a successful exit.

        Researched and evaluated accounting systems for a $5 million service organization. Implemented QuickBooks, set up company and chart of accounts and converted historical records to new application.

We provide custom finance and accounting consulting solutions that meet each of our client's specific needs - including

  • Part time CFO or Controller services
  • Closing the books and preparing monthly GAAP financial statements
  • Financial planning, analysis and reporting
  • Creating financial models and budgets to project future growth
  • Assisting clients with securing term loans and credit facilities and negotiating with banks and creditors to achieve successful outcomes
  • Preparing investor presentations and pitch decks, as well as capital raising with VC and private equity firms
  • Hiring and training new financial and administrative staff members
  • Helping CEOs navigate governance issues and prepare for board meetings
  • Project support including: Preparation of tax and external audit documentation; M&A due diligence and integration support; cost control and expense management programs; exit planning and execution
  • QuickBooks™ set up and support services for clients

 

 

QuickBooks Services

QuickBooks accounting software is a great fit for small to medium businesses because it helps you to keep track of your business in one easy-to-use place. Support through various channels is available. It is also scalable. As your business grows, you can upgrade to a version that meets your volume and industry needs.

We have a Certified QuickBooks Pro-Advisor as part of our team and provide clients with:

 

  • Assistance in selection of the right version of QuickBooks
    • Assessing user needs and access
    • Evaluating current and future accounting and reporting requirements
  • Set up and installation
    • Starting a new company and/or getting records current since start date
    • Mapping chart of accounts
    • Converting from another accounting system
  • Budgeting
    • Loading budgets, at the department or company level, into QuickBooks
    • Creating reports for tracking
  • File review and clean up
    • Review company file prior to tax time to save money and time
    • Examine for efficiencies, accuracy and up to date information
  • Training
    • Day to day operations
    • Period end processes, closings and reporting
  • Ongoing Support
    • Respond to questions about capturing transactions
    • Address errors and problems

      quickbooks desktop      quickbooks online

 

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