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Services
Strategic Planning
Accounting & Finance Support
Outsourced
CFO
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Mission and vision building; implementation of strategies to obtain buy-in throughout an organization
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Identification of critical issues through interviews, team meeting and environmental analyses
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Creation of long-term Strategic Objectives and short-term strategies
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Implementation of action steps and development of tools to measure accountability and provide feedback
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Collaboration and hands-on guidance throughout the process to ensure success
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Financial planning & analysis
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Accounting cycle evaluation and process improvements
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Creation of budgets and forecasts
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Development of key business indicators to monitor financial health
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Review of Account and Human Resources policies and procedures
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Collaboration with ownership and executive team to recommend strategic and timely decisions for ensuring long-term sustainability
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Preparation and analysis of budgets, forecasts, key business indicators and business trends
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General Accounting (A/P, A/R, Payroll, reconciliations, month-end closing) supervision and execution
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Management of strategic relationships (with banks, insurance and benefit providers, vendors, customers)
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Human resources management and administration over benefit plans
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