Finance and Accounting Services

Our experienced team members can provide management support on a part-time or interim basis as well as provide project-specific assistance.

Our knowledge of different industries and sectors allows us to provide a wide range of consulting services to a diverse client base.

Check out the list of projects we commonly provide to our clients, and let us know if we can be of assistance. Don’t worry…we’re willing to admit what we don’t know. If our skills don’t match your needs, we won’t hesitate to provide you with a trusted referral!

Part-Time, On-Going and Interim Roles that We Support:

• Chief Financial Officer
• Director of Finance
• Controller
• Accounting Manager
• Finance Manager
• Assistant Controller

Project-Based Services that We Commonly Provide:

• Audit Preparation – Financial Statement and A-133
• Develop and document Accounting processes and procedures
• Create short-term and long-term budgets and forecasts
• Review business processes/controls and provide recommendations
• Upgrade or implement a financial system
• Develop and implement pre or post audit process improvements
• Review or design Federal Grant compliance processes and procedures
• Coordinate a bank transition and/or implement new banking solutions
• Provide project management support
• Quickbooks cleanup and redesign
• Reduce month end close
• 990 Tax Organizer Preparation

Services that We Do Not Currently Provide:

• Tax preparation services
• Payroll processing
• General bookkeeping
• Revenue cycle consulting

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