Financial Services

Fractional, interim, or project-based financial support matched to organization needs. Fractional CFO services can be performed in-person, or virtually and include a customized package to meet client needs:

• Accounting Function Design and Oversight for businesses that have outgrown basic bookkeeping services
• Budget Development & Management
• Financial Modeling & Performance Tracking
• Cash Flow Forecasting & Management
• Product Line Analysis
• Income statement, balance sheet and cash flow analysis  ​

​Software: Oracle, Microsoft Great Plains, Yardi, Quickbooks, Salesforce, other systems upon request 

Tax Advisory  

• Tax issues can be complex and time-consuming: 
  • ​Tax Requirements:       
    • S-Corporation
    • C-Corporation
      
    • LLC
    • Partnership
    • Nonprofit​
  • ​Compensation and Benefits Consulting 
  • State and Local Tax
  • Tax Credits and Incentives 

Tax Cuts and Jobs Act

Consulting 

Recommendations of best fit for your company
​Financial consultation
​Tax consultation
Accounting software
Systemization of Accounting Records 
Annual or Quarterly Filing Requirements

---