Business Services

CFO In-A-Box

"If you save a dollar, you’ll drop a dollar to the bottom line. But if you save a dollar and you reinvest that back into the business in a disciplined way, a returns-based way, that dollar is actually worth a lot more in the future. And that’s really what running a business is all about." - Cathie Lesjak, CFO of HP




Gain the credibility and peace-of-mind you and your business partners deserve. We provide clean, accurate, and easy-to-understand financial statements which are verified and reconciled against actual bank transactions. We have experience and are proficient in accrual and cash accounting methods.


Regulatory Compliance

Need to create an LLC? Can't find your recent Good Standing filing or Trademark Registration? No more hunting down state departments or the IRS. We complete all your regulatory filings and maintain your documents for easy access and convenience.


Income and Sales Taxes

The best way to ensure unnecessary costs and taxes are avoided is to have an expert who is familiar with you and your business. Our tax planning is comprehensive and year round. We cover income, sales and payroll tax preparation and e-filing.



Our payroll process is backed by Intuit and packaged within our accounting platform. We provide responsive services for all of your payroll needs including time tracking, pay stubs recordkeeping, tax filings for contractors and employees.


Corporate Recordkeeping

Position your business for the future with corporate structure monitoring. Through our services, we will provide the necessary documents, such as Articles of Incorporation, LLC Operating Agreements, Purchase Orders, Joint Venture Agreements, and Stock Purchase Agreements (to name a few) to support your business and vision.



Custom Budgeting and Forecasting

The power of planning can save a business from failure. We leverage our accurate accounting services to build you a customized financial budget which integrates key operational considerations. We report on key indicators involving your liquidity, capital, and profitability in various scenarios.


Cash Management

Our cash management controls directly integrate with our controller function to ensure we know where every dollar is being allocated. This is important to build confidence in a financial model as well as between partners and third party stakeholders. Also, identify operating cash needs to ensure ample liquidity while supporting earnings objectives.


Debt Cost Controls

CAUTION! There are many predatory lenders out there! We leverage your financial strength and performance as well as your vision to ensure you are receiving the lowest cost of debt possible and on reasonable terms. We are here to help you navigate and secure the funding you need.


Capital Planning

Just when cash and debt challenges are not enough, capital comes in the picture. Capital injections and formations vary on complexity. Capital funding is vital for financial risk bearing ability and growth initiatives. Identify optimal capital levels and targets for various business environments and scenarios.


Qualified Retirement Plans

Defined Contribution or defined pension plans right for you? We have methods to align your goals to the plan(s) that is(are) right for you and your company. Qualified plans allow for massive tax savings and provide retention incentives for employees and key managers.

Corporate Governance


Strategic Planning

Set your business vision into motion with comprehensive planning considering your company’s strengths, weaknesses, opportunities, and threats. Our approach encompasses all major business functions and considerations such as your financial condition, obligations, target markets, human resources, technology, budget, and human resources.


Board/Owner Policies

Formally establish expectations from the top incorporating industry best practice and regulatory criteria. Strong governance practices should begin when companies are small and grow with operations. As the company grows, policies allow effective oversight of key Business Units. These important set of expectations establish the culture at your organization beginning with the administration of a Standards of Conduct program grounded with a strong Code of Ethics to ensure your brand is represented with quality and integrity.


Management Procedures

Procedures are more fluid in nature and are generally authored by managers of identifiable Business Units. Procedures allow continuity of operations and consistent processes to allow for a consistent customer experience.


Internal Controls

Establish a culture of integrity, consistency, and efficiency. Internal controls allow owners and other stakeholders of a growing business the peace-of-mind that resources are safe guarded against fraud, waste, and abuse.


Employee Training

New employee onboarding as well as ongoing training allows for the adaptability needed to survive in the current environment. Just-in-time training method is cost effective and quickly aligns staff focus with management direction.


Human Resources

Set the stage for growth and new opportunities. There is only 24-hours in a day so don't forget to plan for the help you need. Most small business don't fail due to starvation, rather, indigestion! We help you prepare and budget for new hires including documentation of organizational charts, job descriptions, and benefit programs.


Risk Management

Risks come in all shapes and sizes from expected and unexpected sources. Our trained experts will assist in developing a program to identify and proactively manage these risks through risk avoidance, transfer, and reduction techniques.



Last but not least, our work will be regularly reported to you, partners, shareholders and management, as you see fit. Our reports include regular and ad-hock items including a dash board to ensure our projects are timely completed. Regular items will correspond to the scope of our engagement as well as a risk assessment considering your industry. The reporting can be a combination of internally or externally facing documents depending on your corporate structure and preferences.

Audit & Review Program


Risk Universe

Document a running and comprehensive map of the risks that could impact your company, industry, or local economy.


Risk Assessment

As a key input to the audit planning process, we will lead an evaluation of your Risk Universe and estimate the likelihood and impacts of potential risks on your enterprise.


Audit Plan

Annual audit plans provide a framework and approach to address, limit, and control identified risks. The plan is tailored to the size and complexity of your company or institution.


Requests for Proposals

We provide assistance in establishing proposed outside auditor review scopes including budget setting. This is a collaborative process to ensure your company retains sufficient coverage to address the risks that keep you up at night including audit review areas required by laws and regulation.


Corrective Action Follow up

Establish a proactive monitoring process to ensure identified weaknesses are successfully corrected. Additionally, we will follow up on our prior report findings and conclusions to verify corrective actions were taken and were effective.