Overview

Position your business in a place of strength and resiliency.

At the Expanding level of your business lifecycle we partner with your organization to tackle complex financial needs and situations. As your business continues to grow, new challenges are presented. Efficient cash management, inventory/internal controls, and tax reporting can have a critical impact on how your business functions and expands. At this stage we provide financial consultation, controls, and CFO-level service to aid your business expansion.

Common Needs & Challenges

  • Cash Flow Management
  • Understanding Tax Obligations
  • Which Reports to Use For Specific Needs
  • Understanding Your Business’s Financial Structure
  • Creating Effective Budgets
  • Understanding Benefit Plans
  • Integrating Software (like POS) With Financial Data

How We Help

Bookkeeping and Account Reconciliations

Need help with your day to day transactions? Our team handles all the details so your business runs smoothly. This includes posting transactions related to banking, payroll, accounts receivable/payable, and preparing monthly financial reports. We also help capture all business expenses by reconciling bank and credit card statements. If needed, we can train your own internal bookkeepers so that you can run everything in-house. On an annual basis we prepare required reports such as 1099’s, upon request.

Software Implementation Assistance

There’s no shortage of software programs designed to maximize efficiency of a business. However, choosing the one that fits your organization can be difficult, especially when it comes to financial information. We guide you by vetting different solutions to meet your needs and budget, as well as aiding with software implementation. We act as the liaison between your company and the software specialists, ensuring you can access financial data in a format that helps you run your business effectively and efficiently.


Financial Reporting & Oversight

As your business expands, we prepare financials that are essential for continued growth and optimization. These financials can be utilized by lenders, auditors, tax preparers etc., as financial information becomes necessary and critical to the future of the company.

Budget & Variance Reporting

Budget and variance reporting tools become critical in determining the sustainability of your business. We help you build the reports and guide you through the information, identifying areas that will improve profitability or those that may need adjustments.

Compensation and Benefit Plan Development

Employees are one of the most valuable resources to running successful business. Offering employees benefits helps retain your top talent but comes at an added expense to your company. We collaborate with you to identify and develop the ideal benefit package for your team members while staying within your budget.

Benefits of our Business Services

As your business grows, accurate and timely financial information is instrumental to gain access to capital, obtain tax credits and reductions, and is often requested by various third parties. During this phase of a business’ lifecycle, it is common for companies to fine tune their business plans, eliminate inefficiencies, and attract the right talent. We guide you through the necessary steps of financial maturity and help identify opportunities that allow you achieve your goals.

Benefits

  • No more worrying about the accuracy of your data. Seamlessly obtain the most accurate financial reports when requested by third parties.
  • Improve your profitability and find opportunities for growth with our budget variance reporting.
  • We act as a software implementation liaison, ensuring you are matched with the best technology that works for your team.
  • Increases the cost-effectiveness of your business by leveraging our familiarity of various benefit plan types and scenarios.

Case Studies

Start the Conversation

Growth begins with financial clarity. We’re here to simplify your finances and chart a path towards massive success.