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Example of Services

The following is exemplary of common services offered. Your finance and operations plan may include additional solutions not listed here.

  • Accounting Tech Stack – Reviews, Recommendations, and Implementations (POS, accounting software, merchant services, exhaustive google sheets, etc.)
    Internal Controls – Reviews, Recommendations, and Implementations (do you know who handles your cash?)
  • Customized Financial Reporting (Budget, Budget Analysis, Cash Flow Projections, Etc.)
  • Collaborative solutions to create systems that work with and for your team, without placing them inside a box.
  • Interfacing with key staff members and stakeholders.
  • Bookkeeping: Training your employees to perform regular transactional entries in your accounting system.
  • 360 Reviews of Accounting Systems, Internal Controls, and Human Factors