Accounting Services
Accrual Accounting
Financial Reporting
Budgeting
Software Competitive Analysis
Cost Review
Controls
SOP’s
Document Retention
CFO Services
AI & Automation
KPI Tracking
Projective Modeling
Board Packages
Investor Decks
Leadership Presence
Automated Accounting
Spend Management
Accounting Software Transition
Custom Chatbot
Email Automation & Efficiency
Software competitive analysis
Review accounting, payment processing, & other required software to maximize ROI & ensure smooth integration.
Cost review
Evaluate monthly expenses, find ways to save, and reduce spending to save money.
SOP’s & Document retention
Capture and file SOPs to prepare for staff training and seamless expansion.
KPI Tracking
Track & analyze KPI’s in real time with management, ensuring goals are specific and immediately achievable.
Investor Decks
Create specialized financial slides for investor presentations grounded in clear assumptions.
Accounting Software transition
Get the support needed to transition to accounting software that can scale with increasing financial complexity and operational needs.
Board Packages
Create monthly reports with financial and detailed information for consistent and prompt updates to the board and investors.
Automated Accounting
Set up your accounting software to automatically code transactions, cutting down on bookkeeping.
Custom Chatbots
Develop chatbots for staff interaction, to ease workload for key employees.
Leadership presence
CFO joins all leadership calls to fully integrate their role into the business for informed decision-making.
Spend Management
Implement a smart spending system to cut costs and reduce administrative burden.
