Solutions

Solutions We Offer

Trusted advisors and experience that you can depend on

Fractional Accounting

Scale as needed at lower costs with experienced staff.
Put yourself and your stakeholders at ease knowing you have a highly skilled firm on your team.
Enjoy less overhead and lower costs by utilizing the considerable expertise of our CFOs, controllers, senior accountants, bookkeepers, and business intelligence developers.
Compliment your existing accounting staff with our fractional accounting services OR select us as your exclusive accounting team – the choice is yours.

  • Billing & Accounts Payable
  • Invoicing & Accounts Receivable
  • Advanced Bookkeeping
  • Revenue Recognition Services

Analytics and Financial
reporting

KPIs and financial analytics are crucial components of a company’s strategic planning and decision-making processes. Use data-driven insights to measure and optimize financial performance so that your business can stay competitive and achieve its long-term goals.
  • Financial Statements
  • Dashboards & KPI Development
  • Financial Liaison

Financial leadership

Add a strategic business advisor to your executive team at a fraction of the cost. Plan for the future with pro formas and advanced financial models that will help guide you through your journey.
  • CFO Services
  • Financial Modeling & Projections
  • Annual Budget Development
  • Revenue Recognition Services

Transaction Advisory

Contemplating a transaction? Our M&A advisory services can support both buy-side and sell-side financial due diligence (Quality of earnings)
  • Quality of Earnings
  • Net Working Capital Analysis
  • Red flags

Other services include compliance reporting, including 1099 management, audit preparation and support and sales tax management. We also work with tax prep partners to file federal returns, state returns, franchise tax, K-1s, expenses, R&D credits, and more.