Services
Positions Offered
Fractional CFO
Interim CFO
Fractional Controller
Interim Controller
Fractional Treasurer
Interim Treasurer
Fractional FP&A
Interim FP&A
Finance & Accounting Projects
Finance & Accounting Support
Finance & Accounting Services
Manage month-end close and consolidations
Develop corporate forecasting models to guide strategic decisions
Provide comprehensive financial reporting and analysis
Cash flow forecasting
Manage audit processes and tax return preparation
Facilitate invoicing, payment processing and payroll
State sales tax and nexus compliance
Mergers & Acquisitions
Lead comprehensive due diligence efforts
Manage banker and legal deliverables while addressing key requests
Conduct sale readiness assessments and quality of earnings evaluations
Create secure deal document data rooms for efficient transaction management
Process Improvement Assessments
Identify key areas to boost productivity and optimize staffing levels
Streamline workflows to enhance efficiency and reduce the time needed to close financials
Assess opportunities for automation, data tagging, and restructuring
Develop segment and project income statements
Build new operating metrics
Implement effective internal controls to strengthen overall processes
System Implementations
Lead or support system implementations with a focus on minimizing custom development while achieving desired outcomes
Identify efficient solutions that align with business needs, streamlining processes and ensuring seamless integration
Other Services
Provide comprehensive support in researching, interviewing, and selecting employee benefit and business insurance brokers
Administer employee benefit plans, including health, dental, and vision coverage
Assist with the selection of 401(k) plans and HRIS systems, and conduct human resource risk assessments for businesses without a dedicated HR department.
