Consulting Group
Compliance
Support
Compliance
Support
Supporting Business Owners since 2015.
- Bookkeeping Support
- Part-time Controller
- Payroll Services
- CFO Review
- Cash Flow Projections
- Budget Preparation
- Bookkeeping Support
- Part-time Controller
- Payroll Services
- Cash Flow Projection
- CFO Review
- Monthly Financial Reporting
- Annual Budget Preparation
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Cost
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Global Partnership
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Starting a business takes nerve. You see something the market is missing, you bet on yourself, and you put in the hours. So it’s sobering to learn how the odds actually run: according to the U.S. Bureau of Labor Statistics, about one in five new businesses closes in its first year, and roughly half are […]
For most business owners, “budget” is a word with a little guilt attached to it. Maybe you built one once — sat down for an afternoon, filled in a spreadsheet, felt organized — and then never looked at it again. By March it didn’t match reality, so it quietly became another file you don’t open. […]
Ask ten business owners how their month went and you’ll often get the same answer: “Busy.” Busy isn’t a number, though, and it doesn’t tell you whether you’re heading toward a strong quarter or a cash crunch. The owners who sleep well aren’t the ones tracking a hundred metrics — they’re the ones watching the […]
If financial statements make your eyes glaze over, you’re in good company. Plenty of capable, successful business owners quietly admit they don’t really know how to read the reports their accountant sends each month. So the reports get filed, glanced at, or ignored — and the business runs on gut feel instead. Here’s the good […]
As a business grows, so does the complexity of its financial decisions. That is why many small and mid-sized companies turn to fractional CFO services for executive-level financial guidance without the cost of hiring a full-time CFO. Suddenly, it is no longer just about paying bills or filing taxes on time. It becomes about forecasting […]
When times are good, cash flow can feel like something that just happens naturally. But in uncertain times, effective cash flow management becomes the single most important factor in keeping your business healthy. It allows you to pay your team, invest in opportunities, ride out lean months, and sleep at night. And while profitability is […]
Why New Businesses Fail: The Top FiveReasons — and How to Beat Them
Budgeting That Actually Works: How to Build a Plan You’ll Use All Year
The Five Numbers Every Owner Should Watch: Building a DashboardThat Drives Decisions
Know Your Numbers: A Plain-English Guide to Reading Your Financial Statements
Fractional CFO Services: The Smart Way to Get Executive-Level Financial Guidance Without the Overhead
Cash Flow is King: Practical Tips to Preserve Liquidity in Uncertain Times
Kam Karamshahi
Fred Schippa
Tammy Churchill
Marcos Bravo
Drew Muller
Anya Burakova
Jesavil Singhbal
Katrina Spaeth
Jesica Francisco
Rex
Clients prefer to have the “big picture” given to them in a clear and actionable way. A monthly P&L is great but having someone provide deeper understanding of how their business is trending and how they are performing against their peers is even better.
One of the greatest challenges and risks that businesses manage is the risk of financial loss related to errors, because a single source is often responsible for reviewing invoices, preparing financial calculations, disbursements and bank reconciliation.
In addition to being better prepared for your audits and tax filings, we can help you obtain a better result by responding to their questions, minimizing their hourly costs and providing them with data that will fully leverage your tax-saving strategies.
Many of the benefits gained from outsourced accounting can be mirrored in other areas. We have relationships with “best of breed” providers who help with IT support; HR specialists for benefits and recruiting; compliance reviews and many other services.
