About Us
We have experience in the accounting field for over 15 years in various CFO and accounting roles in both for-profits and non-profits. We have clients in multiple industries including wholesale, retail, travel, startups, E-commerce, B2B, B2C, and the service industry. Our firm gives you an holistic approach, so your company can achieve the best competitive advantage. We work as your external CFO and business coach tailoring your accounting system towards the business goals. We also work with venture capitalists to review and understand the financials of businesses they wish to invest in and help them ask the hard financial questions to help ensure that their investments are successful.
Areas of Practice
Accounting & Bookkeeping
An accounting system needs to be judged by the results. We identify KPI’s that are important to the client and ensure that the accounting system is set up to enter and report on those KPI’s.
stakeholders
A company has reporting requirements both internally and externally. As a CFO we work with both internal stakeholders such as the CEO and department heads as well as assist in preparation of documents for external stakeholders such as investors or the board of directors.
Financial analysis & Reporting
We work with clients to understand their financials. We will create financial reports on an ongoing basis to verify the success of the company. The goal of such reports is to ensure that the company is going in the planned direction and to catch mistakes as soon as they occur.
BUSINESS STRATEGY
CFOs are responsible to work with the CEO on strategic decisions to ensure the profitability of the business. The single most important responsibility of the CFO is to create shareholder value.
Forecasting & Budgeting
Our budgets and forecasts work in concert with the accounting system to ensure that line items are part of a specific budget. We like our clients to look back and check their planned budget against the actual profit and loss. The faster they catch discrepancies, the faster they can change strategies for growth.
Investors
We study the financials of your prospective investments. As accountants and an external resource we will have a fresh set of eyes and will find key issues with financials that can make or break your investment.
Let's Chat.
Use the form on the right to contact us regarding your inquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.