Custom Financial Services

CFO consulting for small and medium-sized businesses.

Establishing and maintaining financial success isn’t easy, and if your company is like many, you will need help along the way. Whether you’re rebuilding after a set-back, looking at growth capital options, or just need someone to execute day-to-day financial operations, we design our services to fit your needs.

Our only goal is to help you grow.

We specialize in helping small to mid-size technology companies take immediate action to build long term financial stability. From risk and crisis management to recurring payroll support, we work quickly to establish trust. Our role is not to crunch numbers and leave the hard decisions to you. We provide data-driven recommendations, board and investor communications, and effective action plans to ensure your company’s success is real — all from a neutral position.    

Our Business Services

Strategy

Plan building, alternative funding identification, and ideal outcome establishment.

Accounting

Day-to-day accounting and bookkeeping services, including tax preparation and a focus on cash management.

Compliance Reporting

Regulation and legal compliance support, including state and federal taxes, comprehensive reports, and audits.

Infrastructure

Management controls and systems development, such as inventory, purchasing, and T&E policies.

Corporate Tax

Full-service tax preparation for corporations and partnerships, including tax consulting and audit representation.

Risk Management

Internal control improvement, complex business issues diagnosis, and strategy development to reduce overall risk.

What Our Clients Say

It matters to us that our customers succeed.