Need some expertise to ensure you’re doing things right?

Bookkeeping and accounting only means so much to a business owner. What matters most is what you derive from those numbers that enables you to change the future. Most small and mid-size business owners face challenges when it comes to strategic planning, budgeting and forecasting, exploring capital funding options, and understanding their financials. If you are doing the work yourself and feel that you are out of your element, don’t worry.

That’s where we come in…

Our Virtual CFO & Advisory Services include:

• Get the most out of your numbers and accounting system, not just numbers and reports for tax purposes
• Providing advice and feedback before you make those big business decisions
• Preparing financial statements (balance sheets, cash flow reports, and profit and loss statements) and discussing results
• Helping you manage and understand your day-to-day cash flow
• Planning for future growth and expenses with budgeting and forecasting
• Analyzing internal controls and processes, and recommending improvements
• Evaluating, recommending and facilitating implementation of financial software and apps
• Track industry KPI’s and benchmarking to analyze what you are doing vs. your industry
• Collaborating with tax accountants for annual and quarterly tax preparation and planning
• Periodic meetings to give you advice and help you grow your business