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Beyond taxes and bookkeeping...

Fractional CFO

A fractional Chief Financial Officer provides experienced services to organizations on a part-time, retainer, or contract basis. Unlike a full-time CFO dedicated to one company, a fractional CFO works with multiple companies, offering high-level financial expertise without the cost of a full-time position.
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Internal Audit

Internal audit is an independent, objective assurance and consulting activity. It helps an organization accomplish its objectives by evaluating and improving risk management, controls, and governance.
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FP&A

Financial Planning & Analysis. Creating budgets and forecasts, comparing to actual results and understanding the variances.
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Financial Reporting

Income Statements (P&Ls), Balance Sheets, Statements of Cash Flows, and financial statement disclosures.
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Business Intelligence

Making sense from large amounts of data. Using data visualization tools like Power BI to drive profit.
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Process Design

New process design, process improvement, SOX documentation, SOX testing.
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What we do

Creating long-term value with outsourced accounting,
helping you grow.

Using Power BI for sales monitoring has been a game-changer for us. The real-time dashboards provide invaluable insights into sales by salesperson, customer, and product. This has greatly improved our understanding of where we are growing or losing market share, and motivated people to sell more.

Business Owner

The bookkeeping services have been exceptional. Their attention to detail, accuracy, and professionalism are very appreciated. We couldn’t be more pleased with the results.

Business Owner

Your expertise and proactive approach have kept us compliant with taxes while making it easy. We couldn’t be more satisfied with the service and highly recommend you to any business seeking reliable tax assistance.

Business Owner
Outsourced Accounting

Bookkeeping Experts