Our Services

In order to maximize profits, we support organizations at various stages of finance operations cycle which primarily includes the development, planning, managing and monitoring for an operating environment that allows for efficient use of resources to maximize results.

Strategy

  • Establish a near term and long-term financial growth vision
  • Developing a financial strategy to accomplish specific objectives
    • Examine the human resources, information technology requirements, and other costs associated with accomplishing objectives.
  • Risk Assessment - Financial Operating Environment
  • Critical financial decision making

Finance Operations

  • Budgeting & Forecasting
  • Complete and accurate record keeping
  • Historical Trend Analysis
  • Cashflow management
  • Detail expense monitoring, compliance and vendor contract negotiations

Reporting Environment

  • Improve internal financial reporting environment - Dashboard reporting
  • Preparation of monthly/Quarterly/Annual financial statements
  • Special reporting for external stake holders (Investors, Debt compliance)
  • Audit support
  • Special projects
  • Investor relations support

Affiliate and Referral Services

Because of the vast number of considerations that affect the finance environment of an organization, we do not pretend to be the expert at all things. Our approach to adding value is knowing when to bring in other experts to be a part of the solution. Our network of affiliates, clients, and business associates provide services that include but are not limited to Complex Tax Strategy, Bookkeeping, Payroll, H&R and Benefits Administration, Audit, Capital Raising, Merger and Acquisition Transaction Advisory, Business Valuation, Fund Administration, Banking, Business and Health Insurance brokering, 401k Administration, Real Estate Management, and Regulatory Compliance.