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Core Services

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From startups to mature businesses, we have partners with CFO/Controller experience from diversified industries, including manufacturing, energy, construction, medical services, technology, logistics, and service-based businesses. We have demonstrated the capability of assimilating into complex situations and creating measurable value for our clients. 

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CFO, Controller & Accounting

  • Assistance with affecting change, managing transitions and improving operational efficiency

  • Management of internal and external reporting

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Business Funding

  • Access to a network of banks that specialize in the specific needs of small businesses

  • Creation of a comprehensive loan presentation to expedite the lending process

  • Over $100 million placed through our vast network of banks

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Business Valuation

  • Valuations in compliance with the standards set forth by the National Association of Certified Valuators and Analysts (NACVA)

  • Reports to be utilized in purchase/sale of a company, offer to investors, estate planning, divorce, and risk assessment

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Bookkeeping Services

  • Organization and maintenance of your financials in a way that helps you make key decisions quickly and accurately

  • Reconciliation of balance sheets, banking and credit card statements, and preparations for monthly close

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