FINANCE

Fractional finance leadership that goes beyond accounting to empower you to make the best decisions for your company.

  • Complete oversight of your monthly, quarterly and annual close.

  • Work with your existing accounting team or help you find the right people.

  • Review your tech stack and implement the changes you desire.

  • Cash flow management, budgeting and variance reporting.

  • Manage relationships with your bank, auditors and other external partners.

Operations

As an owner, you know what your firm can be doing better. What you don’t have is the time to get it done.

  • Improve and automate key processes such as accounts payable, accounts receivable, HR and customer fulfillment.

  • Develop and refine KPIs using benchmarking and industry analysis tools.

  • Flexible to adapt to your business needs.

GROWTH

Chart a course for your future that reflects your company’s potential and your own goals and values.

  • Build and refine an operating model that puts you in control of your firm’s performance in real-time.

  • Conduct market analysis and growth modeling that gives you the confidence to expand.

  • Conduct valuation of your firm, advise on potential M&A activity.

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