Professional Services

We offers fractional professional services that allow your business operations to be better.

  • For those special purpose projects

  • For when you can’t possibly wear one

Fractional CFO Services

A fractional CFO is a cost-effective way for small businesses to utilize professional finance and accounting without the commitment of a full-time executive.

A fractional CFO can assist in any or all of the below

  • Develop short, mid, and long-term financial forecasts and budgets

  • Assist in developing strategic relationships

  • Overseeing due diligence activities

  • Maintaining relationships with banks, lenders, and investors

  • Assisting in financial close

  • Evaluating capital expenditures / proformas

  • Cash flow optimization

  • Negotiating debt arrangements

  • Oversee Accounting and Reporting

Operational Services

We provide support services that assist you in those everyday operational activities.  Helping your organization become more effective and efficient along the way. 

The operational services include process analysis with a focus in improving profitability and productivity, human resources activities, new technology training, and implementation of advanced analytics.

  • Employee on-boarding, development, and training

  • Implementation of change management systems, i.e., accounting, scheduling, PM software

  • Project scheduling (CPM), change order and document management

  • Investigate causes of revenue leakage, cost overruns, and operational friction

  • Advanced analytics, transforming data to actionable information

  • Creation of best policies and practices, development of standardized operating procedure (SOPs)

Accounting, Finance, and Marketing

With our targeted fractional accounting, finance, and marketing services you can target outsource those specialty items when the need arises allowing you to focus on your core competencies and business priorities.

As your business grows, we can grow with you.  Your firm can leverage our knowledge and expertise and expertise, providing those essential services cost effectively, when, and as needed. We can help fill the gaps.

  • Accounting software training, implementation, and migration

  • General bookkeeping and accounting services

  • Develop cross platform marketing and branding strategies

  • Analyze future products, services, markets, and customer segments