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Services Offered

Bookkeeping

Controllership

CFO Advisory

Starting at $500/mo

Starting at $2,500/mo

Starting at $5,000/mo

  • Bank and Credit Card Reconciliations

  • Cash or Accrual-Based Accounting.

  • Basic financial statements

  • End of Year Financial Review

  • General Accounting

  • End of Period Closes

  • Advanced report generation

  • Account Receivable and Accounts Payable services

  • Vendor relationships & procurement

  • Equity Accounting

  • Audit Support

  • Software Sourcing 

  • Due Diligence Support

  • Lender & Lease Negotiations

  • Banker relationship

  • Funding Strategies

  • Grant Sourcing and Compliance

  • Financial department design

Special Projects

Starting at $1,500

  • Train admin staff

  • Acclimate personnel to new software

  • Process Optimization

  • Customized Excel sheets

  • Enhanced Reporting Systems

  • Grant Applications & Compliance

Investor Readiness

Starting at $2,000

  • Market Research & Analysis

  • Financial Projection Model

  • Pitch Deck Creation & Support

  • Fair Market Valuation

  • Operational Review

  • Due Diligence Support and Prep

  • Merger & Acquistion support

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