Our Services

  • We design our engagement with you to address your challenges while keeping the opportunities in mind.
  • For start-up companies, we can assist you with forming your business, and setting up your initial accounting system, as well as provide you with ongoing accounting support.
  • Our diverse background enables us to offer full-service financial solutions as well as augment existing teams.
  • As your business model evolves and adapts to address opportunities and challenges throughout the corporate life cycle, our team can provide technical assistance and advisory services to support your strategic objectives.
  • We will also assist in improving processes, gaining real-time visibility into your business performance, and deriving actionable insights related to strategic focus.

CFO Services

  • An outsourced CFO will help to grow your business strategically and sustainably. 
  • We will work with you to set goals, focusing on sales, profitability, and other key metrics, and use these goals to drive intelligent financial results.
  • We provide financial expertise for a fraction of the cost of a comparably-experienced in-house CFO. This makes it a more cost-effective choice for your company to experience growth, raise capital, prepare for a transaction, or mitigate financial or operational results.
  • A strategic CFO consultant will be your partner to help you understand the numbers and use them to help develop accurate forecasting and budgeting. This will empower you to make intelligent business decisions backed by financial data.

FP&A, Financial Modeling & Forecasting

  • Outsourcing FP&A is a favorable choice for businesses when it aligns with Companie’s strategic goals, cost-saving objectives, and specific needs.
  • It provides valuable benefits such as flexibility, expertise, and scalability, making it a viable option for companies across different sizes and industries. This approach allows businesses to concentrate on their core operations while leveraging external financial expertise to enhance their financial capabilities and achieve their objectives effectively.
  • Clear and measurable key performance indicators (KPIs) offer a precise overview of an organization’s performance in crucial strategic domains, enabling companies to identify areas for improvement.

M&A Due Diligence

  • Buyers should ensure that the target firm is reasonably priced, aligns with their strategy, and integrates effectively, while sellers should aim for the best possible price and a smooth transitions experience.
  • We offer due diligence and acquisition integration services to evaluate both the risks and rewards, as well as navigate the intricacies of transitions.

Financial Statement Preparation & Audit Support

  • Without appropriate resources and reliable, accurate data, doubts and inefficiencies will arise.
  • We will prepare, update, and analyze the necessary schedules beforehand.

Representative Industries

  • Restaurants
  • Retail
  • Food and Beverage
  • Transportation
  • Software
  • Individuals