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Strategic Controller & CFO Services

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:

·         Oversight of accounting and bookkeeping procedures

·         Developing a comprehensive, industry-specific chart of accounts

·         Management of month end close process

·         Financial Statement Analysis

·         Budgeting and Forecasting

·         Variance Analysis

·         Cash flow management and projections

·         Key metric benchmarking / KPIs

·         Selection and implementation of third-party accounting software

·         Implementing internal controls

Strategic Growth Solutions and Customized Business Consulting Services

  • Actualizing your growth trajectory
  • Overcoming operational challenges
  • Resolving company performance issues
  • Defining corporate strategy and focus through our BIZVision proprietary consulting methodology
  • Mergers & Acquisitions consulting
  • Exit/Succession Planning
  • 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.