Your business can benefit from our expertise in these key areas and services:

Part-Time CFO / Controller

- Accounting and Financial Reporting, including financial statement preparation
- Budgeting, Planning, & Forecasting
- Risk Management
- Internal Control and Policies
- Capital Budgeting and Planning

Financial & Operational Analysis

- Financial Modeling
- Key Performance Indicator (KPI) analysis
- Project Return on Investment (ROI)
- Efficiency analysis (marketing, sales)

Business Plans

- Pro Forma Financial Statements
- Market Research
- SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
- Industry / Competitive Analysis
​- Strategic Planning

Project Management

- Project planning
- Process mapping
- Change Management initiatives

Finance HR

- Performance Management
- Proficiency Assessment Tools
- Organizational Analysis and Design
- Professional Development and Training plan
- Succession Planning