We custom design each engagement to meet our specific client's needs. With that approach, we strive to be more cost-effective and dynamic than a full-time hire.

Bookkeeper / Staff Accountant

Recording daily transaction activity
Reconcile bank accounts, credit cards, etc.
Manage accounts receivable / accounts payable
Process payroll
Accustomed to cash-based accounting

Accounting Manager

Everything in Bookkeeper / Staff Accountant
Generate financial statements (balance sheet, income statement, statement of cash flows)
Cost allocation
Accustomed to accrual-based accounting

Strategic Controller

Everything in Accounting Manager, plus
Revise financial statements for accuracy and anomalies
Design, implement, and oversee accounting procedures
Treasury management

Fractional CFO

Everything in Strategic Controller, plus
Management discussion and analysis of financial results
Strategic FP&A, advanced budgeting
Cash flow management
Board meeting preparation
Leadership meetings and calls

Not sure where to start?

Most clients begin with accounting and add services as they grow. Tell us where you are and we'll figure out the right fit.

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