Eye on the ball.

How are you supposed to run a business, decide what’s for dinner AND keep up with the day-to-day accounting? Successful organizations focus on what they do best. We help make this possible.

Fractional CFO & Controller Services

Our Fractional CFO and Controller services are designed to provide high-level financial leadership and expertise to businesses without the cost of a full-time executive. Whether you’re a growing company in need of strategic financial guidance or an established business looking to streamline your financial operations, our team offers customized solutions that align with your goals and offer support ranging from 2 to 30 hours per week. We help businesses optimize cash flow, enhance financial reporting, and make data-driven decisions, empowering you to focus on growth while we handle the complexities of financial management.

  • Outsourced Accounting Services

    Through cutting-edge technology, streamlined processes and proactive advice, we’ve modernized the traditional role of bookkeepers, accountants and CFOs.

    Looking for someone to take it all off your plate? Our services include: Reconciling bank accounts, credit cards and loans, Month-end accounting adjustments, State and Local non-income tax filing, Accounts payable and more. Click here to learn more or contact Kim Bohren today!

    Kim Bohren

    Meet Kim.

    She is our Outsourced Accounting Services manager with a penchant for board games and traveling to tropical destinations.

  • Strategic Financial Mangement

    Considering buying a new piece of equipment? Expanding your business? Moving to a larger location? Knowing your business’s financial situation and being able to see what the future holds is critical in achieving your long-term goals.

    When we create a budget or your anticipated cash flow, you’ll gain insight on where your business is today and the impact of future changes. And with more data and information, you’re able to make better business decisions and plan for your future. Click here to learn more or contact Rachelle Kelly today!

    Meet Rachelle.

    She's leads our Strategic Financial Management efforts and is and an outdoor enthusiast who enjoys a good DIY project.

But WAIT…there’s more!

In addition to our Outsourced Accounting and Strategic Financial Management services, we can also support your business growth goals by providing guidance and support via the following services:

Marketing Services

Business Valuation Services

Marketing Services

Human Resources Services

Mergers & Acquisitions

+  Profitability Analysis

+  Business Financing

+  Strategic Business Planning & Management Facilitation

Please note our offices will be closed Monday, November 25 - Friday, November 29 to allow our team time to recharge over the holiday.

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