We help owners be more profitable and live a happier life by offering part time, flexible, and customized help for all of their finance needs.
Services
Let us make your life easier
Bookkeeping
We love to help get your accounting software to match your bank statements. We can do it on a short term project basis or as long as you need us.
Cash Flow Forecasting
Models to help you value your company and make strategic decisions about when to hire new employees or how much to spend on marketing.
Controller
We are ready to help you with any of your accounting needs from Chart of Accounts Setup to filing your taxes.
M&A
Our management consulting, startup, and corporate finance skills makes us a great partner to help with other issues your company is facing. We would love to hear about any issues you are facing.
Tax
We can help with 1099’s, company and personal taxes, and tax consulting to minimize taxes.
Fractional CFO
Helping to improving profitability or growth through building a staffing plan, raising money and Cash Flow forecasting / Budgeting.
about
We are problem solvers that go above and beyond to help you and your team
We are a team of CPA’s, CFO’s, Controller’s and Bookkeepers that come from a variety of backgrounds to help you. We do an amazing job by being efficient, fair priced and flexible with our customers that we work with.
End to end finance function
Cleanup and Ongoing support
Training to Help you understand your Business and Improve profits
Part time / Flexible
TEAM
We have a great team with amazing finance experience!
Rochelle Vega
Operations/ Bookkeeping
Testimonials
Get testimonials from your clients and then display them here.
Jeff Gladnick
Ramon Colomina
David Kelly
