Controller Oversight & CFO Leadership

CFO Leadership & FP&A

  • Data room analysis for possible acquisitions

  • EBITDA add back analysis

  • Competitor and potential acquisition analysis

  • Internal Controls documentation and due diligence ready

  • Detail Cash Flow Forecast analysis

  • Customer level data analytics

  • Operational Dashboard – KPIs, Flash-report, analytical metrics

  • Strategic leadership and tactical guidance

  • Capitalization and finance strategy leadership in seeking capital

Controller Oversight

  • Monthly Financial Package with summary and variance analysis

  • Assist CPA at tax time

  • Handover your involvement In the books

  • Monitor the company’s budget for trends, variances, and deficiencies

  • Help company’s meet tax, licensing, and other requirements

  • Collect and analyze financial data

  • Prepare budgets

Stop carrying the burden of doing it alone.

Our process is designed to stabilize your accounting foundation, establish a reliable monthly close, and give you the financial visibility needed to run and scale your business with confidence.

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