Services
Our à la carte services are designed to integrate into your organization's current financial operations. Our Department and Team solutions provide full management of your organization's financial operations, along with full executive and leadership support.
Our Expertise
Our Philosophy
Our years of honed experience across the Nonprofit, E-commerce, Bankruptcy, Travel, SaaS, Healthcare, and Arts sectors set us apart in our field.
"Transparency First," "People Matter," and "Integrity is what you do when no one is looking." As an organization that bridges gaps in our clients' critical operations, we believe these values are the bedrock of building trust.
Our Commitment To Results
Strategies change, economic climates shift, and challenges create opportunity. Through it all, we remain committed to giving our clients the transparency they need to make confident decisions and guide their organizations.
Our Experience
Our years of experience working with organizations ranging from family-owned businesses to Fortune 500 companies allow us to bring the right combination of processes and procedures to your organization.
Your Needs at Scale
Your organization is a living, breathing, and, more importantly, growing organism. As a result, the expertise you need at each milestone will vary. This is where our fractional services model excels compared to traditional full-time employee and contractor models. From early-stage bookkeeping, cash flow management, and reporting to mid- and late-stage budgeting, performance management, and strategic planning, we provide the right mix of expertise for your needs at every stage, ensuring you have the operations and leadership support you need at every milestone.Â
Department
Fractional CFO & Finance Team
We partner with your organization on long-term strategic goals, including organizational pivots, large acquisitions, multi-year expansions, and endowment development.Â
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Service Details:
Strategic Board Partnership
Industry-Specific Leadership
​Full coordination and synchronization of:
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Accounting and Payroll Operations
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Budgeting, FP&A, and Risk Management
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Tax Preparation & Treasury
Team
Fractional Finance Team
We partner with your organization to combine our three services into one robust offering. As your Finance Team, we integrate with your executive and operations teams to manage tasks and deliver the insights you need to answer questions, manage risks, and seize opportunities.
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Service Details:
​Full coordination and synchronization of:
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Accounting and Payroll Operations
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Budgeting, FP&A, and Risk Management
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Tax Preparation & Treasury
à la carte
Accounting & Payroll Operations
We go beyond your basic bookkeeping needs to include additional services that create transparency into how money is flowing into and our of your organization.
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Service Details:
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BookkeepingÂ
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Controllership (incl. Accounting Platform Onboarding)
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Payroll & Benefits Processing
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Bank Reconciliations
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Expense Tracking
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Accounts Payable Management
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Accounts Receivable Advisory
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Tax Preparation Support
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Month-End Close
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Transaction Recording
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Chart of Accounts Management
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General Ledger Maintenance
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Budgeting, FP&A, and Risk Management
We lean into identifying this year's goals and tracking performance. Then, look ahead to align your 3-year goals, support executive decisions, and help your organization manage risks.
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Service Details:
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Annual Budgeting
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Operational Reporting & Performance Tracking
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Project Reporting & Performance Tracking
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Cash-Flow ForecastÂ
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Revenue Forecast
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Expense Forecast
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Executive Decision Support
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Executive 3-year Strategic Plan
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Ad Hoc Analysis
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Cost-Benefit Analysis
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Long-term Project & Strategy AdvisoryÂ
We zoom out to examine the organization's cash flow, expense commitments, and financial relationships to ensure initiatives and day-to-day operations are well capitalized. Then, we confirm compliance and accurate annual reporting on IRS Form 990.
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Service Details:
Tax Preparation &Â Treasury
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Tax Preparation & Filing
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Liquidity and Cashflow management
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Cash Flow Management (Treasury)
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Debt/Credit Advisory