Services


  • Part-time, Interim or Ongoing Outsourced CFO/COO and Controller

  • Finance and Accounting Operations

  • Project-based Support:

    • Lease Accounting, Fixed Asset Schedules, 401(k) Plan Fiduciary Reviews, Business Planning and Budgeting, etc.

  • Assessments and Advisory

  • Targeted Market Compensation Surveys

  • Partner with Top Tax CPAs


  • Strategic Thought Partner for Entrepreneurs and Change Leaders

  • People-oriented Financial Leadership with High EQ

  • Calming Force in the Storm

  • Committed to Diversity, Equity and Inclusion

  • Monthly retainer and hourly contracts