Why are we short on cash?
Real-time financials and cash planning
Are we over or under budget?
Variance analysis and budget tracking
Is this another surprise expense?
Proactive expense management
We do this in a spreadsheet.
Streamlined processes and automated systems
I don’t know where my financial data is.
User-friendly financial reports and applications
We don’t know how to resolve these compliance issues and filings.
Dedicated finance team ready to answer your questions
Do we have a file somewhere for this?
Centralized financial report and transaction support
We don’t know why the numbers don’t add up.
Monthly close procedures and reconciliations to ensure accuracy
A full-time CFO is not within our budget.
Dedicated CFOs at a fractional price
Preparing for a board meeting is a fire drill every time.
Customized financial reports and metrics
How do we set up benefits?
Integrated HR / payroll platform with benefits
We keep receiving payroll tax notices.
Structured onboarding and ongoing payroll compliance
We keep paying bills late or twice by mistake.
Dedicated AP workflow with full payment and accounting integration
Are we making or losing money on this project?
Customizable KPIs and metrics
How do we fill out this tax form?
Dedicated tax expertise and compliance monitoring based on your operations
A tax audit would cost us.
Audit-ready documentation integrated into tech stack
Why is this not tax deductible?
Identification and classification of eligible and ineligible expense deductions