Fractional CFO's, Controllers and Accounting Services since 1998
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Our Approach

Tailored to Your Needs

 
 

We utilize our custom "A-I-C" approach for evaluating and serving your organization. Our process includes the Assessment, Implementation & Continuum of care (on-going) phases.

 
 
 

Assessment

  • Analysis of current Accounting System, Records, Financial Condition, Internal Controls and Financial Reports

  • Interviews with key Employees to understand your specific needs

  • Review of Accounting Software

  • Detailed Budget Analysis

  • Findings are reviewed with Management

  • Implementation Plan is Created

 

 

Implementation

  • Set Up / Make Revisions to Accounting System, Supporting Software and Financial Reporting

  • Develop / Modify Annual Budget

  • Set Up / Modify Internal Controls

  • Draft / Update Financial Policies and Procedures

  • Set Up / Enhance Financial Reporting

 

 

Continuum of Care

  • On-Going Financial and Accounting Services

  • Provide Financial Guidance

  • Provide Services On-site or Virtual as needed

  • Drive Strategic Planning

  • Be part of your Management Team

  • Become a Confidant of Ownership or Senior Management

  • Guidance of Staff