CREATING VALUE

HANDS-ON CFO SERVICES

FINANCIAL MODELING

Understand and forecast the impact of your business decisions.  We create your custom financial model and update it as your business grows.

ACCOUNTING & BOOKKEEPING

Your books must be current and accurate.  We handle all of your accounting needs including A/R, A/P, payroll and everything in between.

FINANCIAL REPORTING

Interpret and communicate your financial performance with clarity.  We'll produce a full reporting package for internal use and external communication.

TAX STRATEGY

Filings, extensions and audits are the last thing you need to worry about.  We'll work with your tax accountant to create an effective tax strategy.

INVESTOR RELATIONS

Investors target companies with strong fiscal operations and transparency.  We know what they are looking for and exactly how to provide it.

QUANTITATIVE ANALYSIS

What gets measured gets managed and we'll help you do it.  From profitability to performance metrics, stop guessing and start knowing.

COACHING & CONSULTING

It's all too common.  No matter how hard you work, your to-do list seems to grow, not shrink.  Everyone on your team is responsible for everything and it’s all important.  You run as fast as you can through your workdays, but this leaves little time to stop, breathe, reflect and ask:

  • What actually matters and what doesn’t?

  • Who should be responsible for which parts of the company?

  • How will we know if the company is successful?

The acronym FIRE lays forth the game-plan for evolved leadership and execution:

  1. FOCUS: Understand what really matters, arrive at your one or two priorities and forget the rest

  2. INSPIRATION: Pump-up speeches are fleeting; lasting inspiration comes through clarity of vision and expectations

  3. ROLES & RESPONSIBILITIES: Everyone can't do everything, play to your strengths and get division of labor right

  4. EXECUTION: Create a detailed game plan, by position/person, with clear, measurable expectations and built-in accountability