Services we Provide

 We have extensive experience in many financial services that will create value for your business and can provide it in flexible ways such as by retainer for guaranteed availability a set number of hours per month, days per week or on an hourly basis.

• Create regular report of KPIs designed to better understand operations
• Evaluate trend and industry data in order to guide strategic decisions
• Improve cash and financial forecasting in order to better allocate resources and reduce surprises
• Analyze margins on business lines, equipment purchases, new lines of business
• Develop pitches and lead negotiations for new sources of capital
• Improve financial controls
• Maintain relationships with bankers, attorneys, outside accountants, insurance agents and other vendors and negotiate contracts with them
• Evaluate M&A and manage any due diligence / documentation
• Mentor senior staff as well as accounting team
• Improve timeliness and quality of financial reporting 
• Create the governance and documentation needed for a liquidity event