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EVERY BUSINESS NEEDS A STRATEGY
You don't have to figure out the tough parts of running a business on your own. You can get smart bookkeeping, intelligent planning, and financial leadership, all together.
Our clients enjoy having a unique blend of services below to fit their business:
Outsourced Accounting
We use the latest technology in automation and AI to deliver smart, reliable, and scalable bookkeeping. Here's how we provide value to your business:
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Reliable bookkeeping on a weekly, semi-monthly, or monthly basis
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QuickBooks or other accounting software setup or support
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Reliable payroll processing and filing
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Account reconciliation
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Accounts payable & accounts receivable processing
Fractional Controller Services
Some tasks require more advanced level accounting, which we're well equipped to handle:
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Financial statement preparation & review
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Accounting structure and general ledger design
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Accrual-basis accounting
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Workflow design & implementation
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Supervise & review accounting staff
Fractional CFO Services
We take a top-down approach to your business' finances. An experienced financial guide will help you with:​
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Board & key stakeholder communication and financial packages
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Annual business plan and budgeting
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Cash flow projections and liquidity management
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Custom financial modeling for new product lines, key-employee equity offering, or other complex situations
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Key business partner solicitation, selection, and relationship management (bank, benefits, insurance, etc.)
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Exit planning and M&A transaction consulting