Our Services

 

We craft custom, client-focused freelance CFO, accounting and business financial solutions and strategies for start-up and growing professional services businesses. 

Our firm offers a vast amount of knowledge and experience, having worked with a broad range of business types and sizes. 

As a “small business advocate” with over 25 years of financial and business operations experience, I am committed to finding the smartest path to the long-term growth, profitability and sustainability of your business…and giving you financial peace of mind.

 
 

Accounting & Finance

 

  • Business start-up initiatives

  • P&L management, analytics, business segment profitability

  • Balance sheet, working capital and cash flow optimization

  • Asset and liability management

  • Strategic planning, budgeting, and business plan development

  • Revenue/operations optimization and expense reduction strategies

  • Financial process improvement

  • Financial record-keeping and preparation for accountant

  • Payroll processing and annual 1099 filing

Operations

 

  • Business process and strategy analysis, SWAT, opportunity assessment and implementation    

  • Project management, process improvement, functional restructuring and system integration 

  • Annual corporate registrations and filings

  • Performance measurement analysis and execution

  • Scaling infrastructure for growth

  • Human resources, organizational/culture development, change management and general business initiatives

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Risk Mitigation

 

  • Debt finance, loan covenants and underwriting

  • Contract review, preparation, and negotiation

  • Succession management and exit planning strategies

  • Internal/external advisor sourcing and managing your team of banking, legal, accounting, insurance, and advertising professionals

 

What is a virtual CFO and how can that service transform my business?

 
 

Financial management is essential to the effective functioning of a business, and business operations continue to undergo a sea change of disruption. 

As your outsourced financial partner, we offer:

  • Financial and strategic expertise at a fraction of the cost of adding in-house staff,

  • Services tailored to your specific business objectives so you only pay for what you need,

  • Prompt and precise financial reporting and real-time updates,

  • Compliance with annual business registrations and tax deadlines,

  • Access of proven strategies for sound business success and risk mitigation,

  • An unparalleled level of responsiveness, consistency, flexibility and professionalism.

With less to manage, fewer moving parts, less expense, and real-time financial control, your business gains the strength, agility and competitive advantage to succeed in an increasingly competitive and complex business world.