• If your company needs an experienced CFO but not ready to hire one, we are available to assist you.  We can work as the CFO as your controller, HR or accounting manger.


  • Accounting: We have the staff to take care of your bookkeeping needs. We work with you to develop the reports and analytics that you need to measure company success. 


  • Finance: We can assist your company with all its banking and finance needs.  We have extensive experience working with AR lines, capital expenditure lines, operating capital lines and long and short term debt needs. We know what it takes for your company to meet lender standards and requirements.


  • HR:  Many companies have never implemented the proper HR processes for new hires or terminations.  We can assist with setting up the proper processes and procedures. We can also help you set up and run your benefits, 401(K), incentive comp plans and training programs.


  • Payroll:  We offer payroll solutions that allow you to focus on building your business and not worry about whether your employees are being paid correctly.


  • Funding:  We can work with you to develop a business plan that will help support your company's equity financing activity.  In addition we can assist you with crowdfunding financing strategies. 


  • ​Exit Strategies:  We can work with the owners on developing and implementing exit strategies which may include family succession, mergers or buyout of your company.  We will work with you on developing the correct strategy for your situation.

Our Services