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Services

Let's get Strategic!

Let’s define together a strategic plan (i.e., Transformation Strategy) based on your values, personal and business goals, and timeline so you can confidently manage your organization to achieve what matters most to you.

Whether you’re looking to grow strategically, level up to industry best-in-class financial benchmarks, or want to prepare to exit the business on your terms, we can help!

This journey begins with our Discovery Service, which results in a Transformation Strategy to progress your business or organization toward your goals.

Discovery is our prerequisite service, where we learn about you and your business or organization, Vision, Mission, Values, and the intersection with personal goals. It is the foundation of all other services.

All Discovery services culminate in a Discovery Report, a stand-alone value that the Client can act on and proceed with or without further engagement with the Firm.

Strategic Discovery: This is our most comprehensive Discovery service, where we learn about the past and present of the business, its organization, operations, and its impact on the owners’ personal goals. We identify risks and mitigations and define a Transformation Strategy that includes personal, business, and financial plans to achieve the owner’s goals.

Non-Strategic Discovery: This service focuses on resolving present challenges and provides recommended courses of action.  It does not include personal, business, and financial plans. Therefore, it costs less than the Strategic Discovery Service.

Accounting Discovery: This service focuses solely on understanding current accounting operations, that state of the books, what’s working and what’s not, and proposes an accounting operational concept to establish and maintain GAAP-compliant accounting and financial reporting.  This is our least costly Discovery service.

“Fractional” is a finance industry term for “part-time” or using a fraction of a resource’s time.  Fractional Chief Financial Officer (CFO) services are an excellent fit for businesses or organizations that are too small to afford a full-time Controller or CFO (often $1-10M in sales), are growing or want to be, and are stuck being financially reactive rather than strategic.

A Chief Financial Officer is a role that is responsible for the production of accurate and timely financial reports, monitoring and maintaining the financial health of the organization,  educating executives on financial matters, and being a strategic executive partner in planning, decision-making, and accountability.  It’s their job to tell executives what they need to hear, celebrate wins, and advise on necessary course corrections.  We seek to make our clients increasingly independent in understanding financial reporting and making decisions so we can engage more and more strategically in driving profit, profitability, and mission impact.

This service follows up on the Discovery service to work side by side with the owners and their executives to execute the Transformation Strategy.  The baseline service is the goal, but it sometimes requires the CFO to work with the Client team for a few months to establish an accounting operation supporting this baseline service.

The baseline service includes:

  1. Regular CFO financial review and update of the customer-accessible Financial Dashboard
  2. Regular CFO Meetings with Client
    1. Discuss any concerns or questions
    2. Review the Financial Dashboard and Financial Executive Summary
    3. Review progress toward goals
    4. Assign action items for the next period
  3. Regular Check-in calls between CFO Meetings
  4. Annual planning and budgeting meeting
  5. Risk management oversight (i.e. internal controls, compliance, etc.)
  6. Liaison with other professional services
  7. Service packages are quarterly or monthly
  8. *Currently, we only work with customers using QuickBooks Online, Freshbooks, Xero, or Sage

Accounting is the action or profession of recording and reporting the financial activities of a business or organization.  Bookkeeping is the task of recording these activities and is the foundation of Financial Situational Awareness (i.e., financially knowing where you’ve been, are at, want to go, and are heading)

Our Controller oversees all accounting operations to ensure accurate and timely financial reporting for the executive leadership.

We do not prepare tax returns because we want to have a year-round focus on your day-to-day accounting. We are a strategic partner with your tax accountant in implementing their recommendations and facilitating a smooth tax season.  We recommend a team meeting once or twice a year with your tax preparation CPA to do tax planning.

Service Includes:

  1. Controller Accounting Quality Assurance reviews
  2. Bookkeeping: We have experience bookkeeping for small businesses in Construction, Real Estate, and Private Equity industries and non-profits.
  3. Electronic Transaction Documentation: We use commercial software to collect documentation electronically via your mobile phone, email, or web browser so we don’t have to bother you for information to record transactions.
  4. Proactive audit defense: We work closely with your CPA to ensure we are recording transactions per their direction and all documentation is attached to each transaction in the accounting software.
  5. Accounts Payable facilitation: We process bills and prepare them for approval and payment.
  6. Accounting system setup and maintenance: We have proven and affordable tech stack of commercial software we integrate and automate to the extent possible, to reduce friction in your business.
  7. Accounting clean up: We can clean up current fiscal year accounting to make your financial reporting accurate.
  8. *Currently, we only provide this service using QuickBooks Online

This service is less structured, more flexible, open or close-ended, and more conversational, focusing on addressing a Client’s current issues or strategic goal setting and execution related to the business’s operational, organizational, or financial aspects.  The engagement can be temporary with a defined near-term objective (e.g., special projects, financial dashboard development and implementation, custom financial pro formas, standard operation procedure development, etc.) or open-ended with a broader or longer-term strategic objective.  Regular meetings are held with the Client to identify, discuss, and solve issues and progress the scope of work and strategic goals.  The Firm and Client agree on a monthly budget based on the nature and objectives of the engagement.

What is at stake if you don't achieve your goals?

Take the next step toward achieving those goals by developing a plan with us.

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