Fractional CFO Services
Description
Fractional CFO services provide businesses with expert financial guidance without the full-time cost of a traditional CFO. This service is ideal for startups and small and medium-sized enterprises (SMEs) that need strategic financial advice, budget management, and financial forecasting to guide their business decisions.
Benefits
- Access to experienced financial leadership
- Improved decision-making with expert advice
- Cost-effective compared to a full-time CFO
- Scalable support that grows with your business
What We Offer
- Financial health assessments
- Strategic planning and execution
- Cash flow management and forecasting
- Investment and funding strategy guidance
Financial Planning & Analysis (FP&A)
Description
Our FP&A services are designed to help businesses understand their financials, forecast future performance, and optimize their financial strategy. We provide budgeting, forecasting, and analysis that support business planning and decision-making.
Benefits
- Enhanced understanding of financial metrics
- Accurate forecasting to predict and manage business growth
- Budget optimization and resource allocation
- Performance measurement against strategic goals
What We Offer
- Comprehensive budgeting and financial modeling
- Periodic financial performance reviews
- Scenario planning and risk assessment
- Custom reports and dashboards
Sales Tax Compliance
Description
Navigating the complexities of sales tax compliance can be daunting. Our services ensure that your business remains compliant with all state and local tax regulations, reducing the risk of costly penalties.
Benefits
- Compliance with ever-changing tax laws
- Avoid down the road financial headaches
- Reduced risk of audits and penalties
- Peace of mind knowing that experts are handling your sales tax
What We Offer
- Sales tax registration and filing
- Audit support and dispute resolution
- Tax jurisdiction and nexus determination
- Automated tax solutions integration
Cash Management
Description
Effective cash management services ensure that your business maintains optimal liquidity, manages financial risks, and maximizes profitability through efficient handling of cash flows.
Benefits
- Improved liquidity to fund daily operations
- Risk mitigation through strategic financial controls
- Enhanced profitability through optimal cash utilization
What We Offer
- Cash flow forecasting and analysis
- Working capital optimization
- Payment and collections strategies
- Short-term investment advice
Accounting, Payroll, & Billing
Description
Our comprehensive accounting services streamline your financial operations from bookkeeping to payroll and billing, ensuring accuracy and compliance with financial regulations.
Benefits
- Accurate and timely financial records
- Competitive Employee Benefits
- Efficient payroll management ensuring employee satisfaction
- Streamlined billing processes to improve cash flow
What We Offer
- End-to-end bookkeeping and financial reporting
- Payroll processing and compliance
- Invoicing, billing, and receivables management
- Small Business Medical Plans, 401(k) and more
Strategic Sourcing & Insurance
Description
Strategic sourcing and insurance services help your business minimize costs and manage risks by optimizing procurement processes and ensuring adequate coverage against potential risks.
Benefits
- Cost reduction through optimized vendor management
- Enhanced protection through tailored insurance coverage
- Strategic risk management aligning with business objectives
What We Offer
- Vendor evaluation and contract negotiation
- Risk assessment and insurance solution customization
- Procurement process optimization
- Insurance policy management and compliance reviews