Establishing pathways to profitability - CFO Services on your terms

Financial Management


Strategic Planning 

CFO Services

We will streamline and optimize financial efficiencies, and provide forecasting and planning of your finances.  We are dedicated to ensuring you have all the financial reporting tools necessary in order to run a successful business.  We offer the following management services:

  • Cash Flow Management
  • Budgeting
  • Financial Forecasting
  • Financial Modeling
  • Financial statement preparation
  • Cash flow reporting 
  • Budgeting 
  • Profit & Loss statement analysis
  • Management reporting
  • Recommend & implement internal controls

By partnering with you, our CFO services will help you evaluate and understand your financial decisions.  We are adept at tapping into pertinent data in order to be able to chart the clearest path to success.  Together, we will design a successful business plan for your organization by outlining structure, growth, and revenue.  We can help optimize product pricing, save costs, and reduce expenses which will produce tangible, achievable results.  Ultimately it is our goal to increase income, lower expenses, scale your organization and watch your profits skyrocket to the next level.  Whether you are answering RFPs or strategizing on your future, we can be instrumental in reaching your goals.  Our expertise includes, but is not limited to:

  • Business Plan Management and New Business Strategies
  • Planning for strategic growth
  • Performance metrics
  • Review and evaluation of internal controls
  • Business valuations and due diligence
  • Business expansion and acquisition analysis
  • Evaluation and implementation of accounting software
  • Mergers and Acquisitions 
  • Pricing Strategies
  • Contract Negotiations
  • Powerful business tax planning by partnering with our trusted Tax Partners and CPAs.


Accounting and bookkeeping is a vital part of any small business.  It provides the base of your financial records and ultimately contributes to the financial stability of your organization.

We handle all aspects of bookkeeping and accounting such as:

  • Quickbooks setup; implementation; maintenance; clean- up; retroactive entries
  • Accounts payable (entry, bill paying)
  • Accounts receivable (entry, invoicing, deposits, collection)
  • Bank reconciliations
  • Financial statement preparation
  • Financial reporting
  • Bookkeeping Clean Up
  • Income Statement
  • Balance Sheet
  • General Ledger
  • Custom Reports
  • Cash flow management
  • We can help by reviewing all daily transactions to ensure accuracy. 

We use cutting-edge technology so you can outsource your bookkeeping easily and efficiently we can provide you with onsite or virtual support. Using hosted QuickBooks® Desktop or QuickBooks® Online, as well as secure file sharing platforms we can obtain your bank statements and bills electronically, show you how to photograph and upload your receipts from your smartphone or tablet, and securely store all your key business documents in the cloud.

Any small business needs a financial tracking mechanism; we will provide a monthly financial package to assist in helping you run your business effectively. By providing a detailed P&L and balance sheet you will see the state of your company and gain a thorough understanding of your assets and liabilities.

Why stress on collections, let us help. We will not treat it as a collection, but simply a partnering with your clients to help expedite payment or come up with a solution beneficial to all parties.