Client Services

Business Advisory Services

We understand that your business is not “one-size fits all,” and work to provide value-added advice, operational recommendations, improved efficiencies,  cost savings, and more.

Our consulting engagements include both ad hoc and recurring Fractional CFO support such as:

  • the creation of cash flow models,

  • creation or recommendations to operational manuals, assessment of current finance staff inner structure,

  • internal control review,

  • implementation of third-party add-on applications (QuickBooks Desktop and Online only),

  • chart of account restructure, and

  • advanced QuickBooks reporting needs.

New Business Startup

  • Structure and operational flow advisory

  • Asset purchase advisory

  • QuickBooks, Xero, FreshBooks chart of account setup

Strategic Planning

  • Financial Forecasting

  • Financial Budgeting

  • Fractional Controller

  • Fractional CFO

  • Development of key metrics specific to your industry

Existing Business

  • Development of financial reporting needs and cadence

  • Finance staff training and development.

  • Development of accounting standard operating procedures

  • Development of human resource standard operating procedures

  • Development of Employee Handbook

  • Chart of Account review, revision, and recommendations

  • Budgeting

  • Review of financial software add-ons such as Point of Sale systems, payable management, payroll, timekeeping and more.

Ask me for referrals on insurance, banking, lending, payroll and more!