What We Do

What We Do

CFO ADVISORY SERVICES

  • Development of business & strategic plans
  • Due diligence support
  • Company valuations
  • Capital Raising Strategies (Equity & debt financing)
  • Building financial models
  • Investor pitch decks
  • Helping CEOs navigate governance issues & prepare for board meetings

COO ADVISORY SERVICES

  • Business plans to enhance company growth
  • Crisis management
  • Interim management and management transition
  • Business process development and improvement
  • Turnaround situations
  • Growth and exit strategies
  • Succession planning

CONTROLLER SERVICES

  • Management Reporting/KPI's
  • Preparing monthly GAAP financial statements
  • Accounting system selection & implementation
  • QuickBooks set up and support for clients
  • Preparation of tax and external audit documentations
  • Hiring & training new staff members
  • Internal controls, policies & procedures