Growing businesses may reach a point where they need the experience, guidance, and knowledge of a senior financial professional, but do not need a full-time Controller or Chief Financial Officer. If you find yourself in this situation, we have the solution for you. 

Our bookkeeping services feature clear and detailed reporting from a customized chart of accounts. Monthly reports are delivered via email and available in our Secure Document Exchange portal. We call our weekly bookkeeping “Track” because that’s what we do. Whether it’s month over month, quarter over quarter, year over year, or more, we track what has already happened.

Do you want to look into the future? We can help you with that, too.

Plan

Near-Real-Time Insight Financial Reporting & Analysis includes all the features of Track Bookkeeping and adds monthly consultation with our Financial Experts to:

• Create a budget and produce a monthly vs. actual comparison report.
• Build and produce Custom Management/Board of Directors reporting packages with Executive Summaries, KPIs, Charts, Tables, and Financials.
• Set performance targets and alerts to quickly identify issues.
• Analyze trends.

Predict

Forward-looking Financial Planning, Reporting & Analysis is our most advanced reporting package. It incorporates all the features of our Track Bookkeeping and Plan: Near-Real-Time Insight Financial Reporting & Analysis as well as:

• Custom P&L, Balance Sheet & Cash Flow forecast up to three years out.
• Analysis of impact on micro-forecasts for special projects, purchases, new hires, etc.
• Cash forecasting and monitoring.
• Analysis of Key Performance Indicators (both financial and non-financial) and comparison to industry standards to determine areas of focus for improved performance and cash flow.

Financial Knowledge You Can Rely On

With decades of experience, our Finance Team can provide the essential strategic services you need to accelerate growth, increase profits, and get the most out of your operations. Whether you are navigating growth, securing funding, or starting to plan your exit strategy, having access to an outsourced partner can be a highly effective way to mitigate potential costs to your organization.