Receive guidance at any stage of your business venture
Startup
Startup
Startup
Advisory services for startups and early stage companies
Growth
Startup
Startup
Experienced Advisory Services for businesses who wish to establish themselves financially and to position themselves correctly for financial growth
Mature
Startup
Mature
Expertise and support for challenges that frequent mature ventures, including restructurings, reorganizations, and restarts
Industries
Life Sciences & Healthcare
Creative Design, Entertainment & Real Estate
Creative Design, Entertainment & Real Estate
Biomedical, Medical Devices, Dental, Biotech, Genetics & Pharmaceuticals. Primary, Speciality, Home & Emergency care, Mental Healthcare, Diagnostic & Laboratory. Dentists' offices
Creative Design, Entertainment & Real Estate
Creative Design, Entertainment & Real Estate
Creative Design, Entertainment & Real Estate
Film, Fashion, Architecture & Interior Design, Advertising, Public Relations and Marketing. Brokerage & Real Estate development.
Technology & Innovation
Creative Design, Entertainment & Real Estate
Technology & Innovation
SaaS, Digital Media, Simulation Technology, Mobile Applications, Software Development, Computational Science Technology, Nanotechnology, Rideshare, esports.
Fintech
Fintech
Technology & Innovation
Digital Credit & Lending, Insurance, Global FinTech solutions, Credit Repair, NTFs, Digital Fintech Education and Digital Wealth Management, PE, VC, StartUp Accelerators & Incubators.
Other
Fintech
Other
Business Consulting & Coaching, Holistic Health, Oil & Energy, Sugar Energy, Electronics & Engineering. Aquaponics, Manufacturing & International Operations.
Accounting & Bookkeeping Solutions
Demonstrate control and make informed business decisions with accurate financial information
Account Reconciliation
Bank Account Reconciliation
Credit Card Reconciliation
All Other Account Reconciliation
Financial Reporting
Income Statement
Balance Sheet Statement
Cash flow Statement
Forecast and Opportunity Evaluations
Full Charge Bookkeeping
Accounts Payable
Accounts Receivable
Payroll
Reporting
Reconciliation
Cash Flow Management
Financial Controller Leadership
Accounting Team Management
Inventory Accounting
Revenue Recognition
Establish Formal Financial Procedures
Month-End Close
Additional Services, Accounting Management, Accounts Payable (AP), Accounts Receivable (AR), Payroll Services, Transaction Processing
Strategic Advisory
Drive your business forward with guided decisions based on strategy and expertise.
Corporate Development
Buy-Side M&A
Exit Strategy
Maximize Your Value for Any Transaction
Current State Assessment
Identify Opportunities and Implement Best Practices
Detailed Insights to Define Areas for Improvement
Business & Financial Strategy
Business Roadmap & Planning
Strategic Vision
Go-to-Market Strategy
5-Year Plan
Business Operations Oversight
Investor Relations
Compensation Strategy
Revenue Recognition
The way potential and existing employees, investors and stakeholders view your business can have a profound impact on your ability to grow. Work with me to ensure you make the right strategic decisions for your short- and long-term operations, and to obtain the best value from your investments.
Financial Planning & Analysis Services
Give your business solid potential and predictability with expert FP&A services
Budgeting & Forecasting
Budget Creation
Budget Variance Analysis
Monthly Updates & Outlook
Forecasting
Annual Planning
13-Week Cash Flow Forecast
Business Analysis
Key Driver Analysis
Profitability Analysis
Pricing Analysis
Business Process Optimization
Accounting & Controls Optimization
Process Model Optimization
Create value, reduce waste and mitigate risks. Focus on your core work while we help you identify how to best reach your goals through optimization.
Tax Services
Best practices for accurate & optimized business taxes
Corporate Tax Filings
Tax Advisory
Sales Tax
Reduce stress and minimize your tax obligations by receiving professional tax services. Find confidence in knowing that you are in compliance with state and federal regulations.
Software Implementation & Optimization
Implement new systems, ERP and accounting software or optimize within your current accounting & tech
QuickBooks Online
QuickBooks Desktop
SAP
and more
