Services
Our services are organized into two main areas: Outsourced CFO Services and Consultation Services. We provide complete customized solutions to organizational needs in these areas.
Outsourced CFO Services
Monthly or Quarterly Services including:
• Budgeting and operating plan development
• Forecasting and financial statement analysis
• Financial reporting and presentation
• Financial analysis and review
Consultation Services
• Strategic Planning
• Client Assessments
• One-on-one coaching
• Special Projects (i.e. pricing analysis, business plan support, budget preparation)
