Client Accounting and Advisory Services

We recognize that many established and growing businesses need the advice and support of a financial professional from time to time without the expense of hiring a full-time CFO. To assist our clients with this need, we offer outsourced controller and CFO services.

To implement this service, we work with you and your business to customize our controller and CFO services. With the support of our professional financial manager, we will assist you in making strategic business decisions, clarifying and updating your business plan and freeing up your valuable time to grow your business.

Whether you need support onsite, a interim CFO, or a virtual CFO, we tailor our services to meet your unique business needs. 

Our services include:

  • Bookkeeper and accountant supervision
  • Internal control oversight
  • Tax planning and strategies
  • Financial consulting
  • Management information audit and analysis
  • Accounting systems and controls
  • Strategic planning and forecasting
  • Financial reporting and analysis
  • Profit optimization
  • Business advisory services
  • Cash flow planning and analysis
  • Bank reconciliations
  • Accounts payable and accounts receivable
  • Payroll
  • Point-of-sale software and support
  • QuickBooks accounting software training and support
  • Liaise with business advisors including outside CPA, attorneys, bankers, and other consultants