Strategic Controller & CFO Services

Take the first steps to improving your profitability today!

We’ve designed our outsourced controller and CFO services specifically to meet the needs of growing businesses. We align our services with your existing management team to provide valuable financial insight into your numbers, your processes and your future. As a strategic member of your team, we identify opportunities and assist you in implementing changes which will directly impact your bottom line and the financial health of your company.

Controller-level & CFO services:

• Profitability coaching

• Oversight of your company’s in-house bookkeeping and accounting

• Month-end close process

• Budgeting and forecasting

• Cashflow management

• Key metric benchmarking / KPIs

• Financial statement analysis

• Variance analysis

• Software selection and implementation

• Internal controls

Strategic Growth Solutions and Customized Business Consulting Services

• Company valuations

• Exit/Succession Planning

• Actualizing your growth trajectory

• Overcoming operational challenges

• Resolving company performance issues

• Mergers & acquisitions consulting

• Business and marketing plans

• Rescuing struggling firms

Our consultants specialize in bringing our clients to the next level or helping turn them around. Your dedicated team member will meet with you on your choice of a weekly, bi-weekly or a monthly schedule,* and is always just a phone call or text away.  Where appropriate, we build alliances with strategic business partners in areas such as funding for growth and retirement plan evaluation and selection to further impact our clients' current and future cash position and tax planning strategies.

*Frequency based on the service package selected.