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Services

Finance support at the level your business needs.

Start with a monthly package, add a one-time project, or pick individual services from the full catalogue.

Every service we offer, in one list.

Search or filter the full catalogue of 119 services, then open any service for its process, deliverables and questions.

Showing 119 of 119 services

Analysis & Performance 14

ServiceLevelDelivery
Advanced Financial AnalysisCFOOne-time project
Cost Accounting & AnalysisControllerMonthly and project
Customer/Product Profitability AnalysisCFOMonthly
Due Diligence ServicesCFOOne-time project
Expense Analysis & OptimizationControllerOne-time project
Financial AnalysisControllerOne-time project
Financial Dashboard CreationCFOMonthly
KPI Framework DevelopmentCFOOne-time project
Margin Analysis by Product/Service LineControllerMonthly
Operational Efficiency AnalysisCFOMonthly
Performance Metric AnalysisCFOMonthly
Profit Center AnalysisControllerMonthly
Trend Analysis & ReportingControllerMonthly
Variance Analysis & ExplanationsControllerMonthly

Bookkeeping 13

ServiceLevelDelivery
Accounts Payable ManagementBookkeeperMonthly
Accounts Receivable ManagementBookkeeperMonthly
Bank & Credit Card ReconciliationsBookkeeperMonthly
Bill Payment ProcessingBookkeeperMonthly
Bookkeeping ServicesBookkeeperMonthly
Expense Categorization & TrackingBookkeeperMonthly
Financial Record OrganizationBookkeeperOne-time project
General Ledger MaintenanceBookkeeperMonthly
Invoice Generation & DeliveryBookkeeperMonthly
Monthly Account ReconciliationsBookkeeperMonthly
Monthly Bookkeeping PackageBookkeeperMonthly
Payroll Processing & ManagementBookkeeperMonthly
Receipt Management & OrganizationBookkeeperMonthly

Cash & Capital 12

ServiceLevelDelivery
Bank Relationship ManagementCFOMonthly
Capital Structure OptimizationCFOOne-time project
Cash Conversion Cycle ImprovementCFOOne-time project
Cash Flow Services - BasicBookkeeperMonthly
Cash Flow Services - ExecutiveCFOMonthly
Cash Flow Services - StrategicControllerMonthly
Debt & Equity Fundraising SupportCFOOne-time project
Debt Management & RestructuringCFOOne-time project
Due Diligence ManagementCFOOne-time project
Investor Relations ManagementCFOMonthly
Liquidity PlanningCFOMonthly
Working Capital OptimizationCFOOne-time project

Controls, Risk & Compliance 18

ServiceLevelDelivery
Accounting Policies & Procedures DevelopmentControllerOne-time project
Audit Preparation & ManagementControllerAnnual
Business Continuity PlanningCFOOne-time project
Complex Account ReconciliationsControllerMonthly
Compliance AdvisoryCFOMonthly
Credit Policy DevelopmentCFOOne-time project
Financial Close Process ManagementControllerMonthly
Financial Controls DocumentationControllerOne-time project
Financial Risk AssessmentCFOAnnual
Fraud Prevention MeasuresControllerOne-time project
GAAP Compliance ManagementControllerMonthly
Insurance Coverage AnalysisCFOAnnual
Internal ControlsControllerMonthly
Internal Controls ImplementationControllerOne-time project
Multi-Entity Accounting ManagementControllerMonthly
Pre-Audit ReadinessControllerMonthly
Risk Mitigation Strategy DevelopmentCFOOne-time project
Separation of Duties DesignControllerOne-time project

Financial Reporting 12

ServiceLevelDelivery
Advanced Financial Statement PreparationControllerMonthly
Balance Sheet PreparationBookkeeperMonthly
Basic Budget-to-Actual ReportingBookkeeperMonthly
Budget-to-Actual AnalysisControllerMonthly
Customized Reporting DashboardsControllerOne-time project
Departmental Performance AnalysisControllerMonthly
Financial ReportingBookkeeperMonthly
Financial Statement Package - AnalyticalControllerMonthly
Financial Statement Package - StandardBookkeeperMonthly
Financial Statement PreparationBookkeeperMonthly
Income Statement PreparationBookkeeperMonthly
Management Reporting PackagesControllerMonthly

Industry Specialties 5

ServiceLevelDelivery
Government Contracting Financial ComplianceCFOMonthly
International Expansion Financial PlanningCFOAnnual
Non-Profit Financial StrategyCFOMonthly
SaaS Metrics DevelopmentCFOOne-time project
Venture Capital RelationsCFOMonthly

Planning & Forecasting 6

ServiceLevelDelivery
Advanced Forecasting & ProjectionsCFOAnnual
Budget & Forecasting (Basic)BookkeeperMonthly
Budget Development & ManagementCFOAnnual
Capital Expenditure PlanningCFOAnnual
Financial Modeling & Scenario PlanningCFOOne-time project
Rolling Forecast ImplementationCFOMonthly

Strategy, Growth & Deals 20

ServiceLevelDelivery
Board Meeting PreparationCFOMonthly
Board Reporting & Investor RelationsCFOMonthly
Business Model OptimizationCFOOne-time project
Capital Planning & StrategyCFOOne-time project
Customer Acquisition Cost AnalysisCFOOne-time project
Executive Financial AdvisoryCFOMonthly
Executive Team AdvisoryCFOMonthly
Exit Strategy PlanningCFOAnnual
Expansion Capital PlanningCFOAnnual
Financial Goal ManagementCFOMonthly
Financial Strategy DevelopmentCFOOne-time project
Financial Synergy IdentificationCFOMonthly
Growth StrategyCFOMonthly
Growth Strategy Financial PlanningCFOAnnual
Integration Financial PlanningCFOAnnual
Long-term Financial PlanningCFOAnnual
Merger & Acquisition AnalysisCFOOne-time project
New Market Entry Financial AnalysisCFOOne-time project
Strategic Financial PlanningCFOAnnual
Unit Economics AnalysisCFOOne-time project

Systems & Operations 15

ServiceLevelDelivery
Accounting & Operational Systems IntegrationControllerOne-time project
Accounting Software ImplementationControllerOne-time project
Accounting Team Recruitment & ManagementControllerOne-time project
Accounting Technology Stack EvaluationControllerOne-time project
Accounts Payable OptimizationBookkeeperOne-time project
Chart of Accounts DevelopmentControllerMonthly and project
ERP System ManagementControllerMonthly
Expense Management Tool IntegrationBookkeeperOne-time project
Financial Data MigrationControllerMonthly
Financial Systems IntegrationControllerOne-time project
Payment Platform IntegrationBookkeeperOne-time project
Process ImprovementControllerMonthly
Process Improvement & OptimizationControllerOne-time project
QuickBooks Setup & ManagementBookkeeperMonthly and project
Xero Setup & ManagementBookkeeperMonthly and project

Tax 4

ServiceLevelDelivery
1099 PreparationBookkeeperAnnual
Sales Tax ComplianceBookkeeperMonthly and project
Tax PlanningCFOAnnual
Tax Return PreparationControllerMonthly

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