Virtual CFO & Strategic Advisory
Translating Financial Data into Actionable Business Intelligence.
Our highest-level service provides C-suite financial leadership without the C-suite price tag. We move beyond historical reporting to focus on the future, helping you make critical business decisions through regular strategic sessions and advanced financial modeling.
Key Deliverables
- ✓Comprehensive Annual Budget & Multi-Year Financial Forecast
- ✓Custom KPI Dashboards to Track Health
- ✓13-Week Rolling Cash Flow Forecasting
- ✓Pricing, Profitability & Expansion Analysis
- ✓Board-Ready Financial Packages for Investors
Proactive Tax Strategy & Compliance
Year-Round Strategic Planning to Minimize Liability and Eliminate Surprises.
Our tax philosophy is centered on year-round planning. We review your structure and hold regular meetings to account for changes in your business and tax law, ensuring you capitalize on every available tax-saving opportunity.
Key Deliverables
- ✓Business Entity Structure Optimization (S-Corp, C-Corp)
- ✓Tax Credit Identification & Application (R&D, etc.)
- ✓Quarterly & Annual Tax Projections
- ✓Meticulous Federal, State, & Local Tax Return Preparation
Full-Cycle Cloud Accounting
The Bedrock of Financial Clarity and Real-Time Insight.
This is bookkeeping evolved. Our cloud accounting service ensures you have an immaculate, audit-ready set of books. We link your accounts, categorize transactions meticulously, and reconcile weekly to give you a real-time pulse on your business’s financial health.
Key Deliverables
- ✓Documented Month-End Close Process (5-10 Business Days)
- ✓Monthly Reporting Package (P&L, Balance Sheet, Cash Flow)
- ✓Customized Management Dashboards
Intelligent AP & Accelerated AR Management
Optimizing Your Cash Conversion Cycle from Every Angle.
We transform your AP process into a streamlined, automated workflow, while our professional AR management dramatically improves your cash flow by reducing the time it takes to get paid.
Key Deliverables
- ✓Automated Invoice Processing & Digital Approvals (AP)
- ✓Strategic Payment Scheduling & Fraud Protection (AP)
- ✓Prompt & Accurate Customer Invoicing (AR)
- ✓Professional Collections & Detailed AR Aging Reports (AR)