Our Services
Finance
Capital Readiness Assessment
Financial statement review
Cash flow analysis
Debt capacity analysis
Collateral review
Existing debt and covenant review
Debt Placement / Capital Advisory
Lender matching
Loan package preparation
Outreach to banks, private lenders, family offices, credit funds, and alternative lenders
Negotiation support
Acquisition Financing Advisory
Deal structure review
SBA/private credit comparison
Debt capacity analysis
Lender package creation
Accounting
Core Accounting & Bookkeeping
Monthly bookkeeping
Bank and credit card reconciliations
Accounts payable management
Accounts receivable management
Chart of accounts setup
Cleanup and Catch-up bookkeeping
Monthly financial statements
Management reporting package
Budget-to-actual reporting
KPI dashboards
Department, location, or project reporting
Financial Reporting Services
CFO & Advisory
Fractional CFO services
Cash flow forecasting
Budgeting and annual planning
Financial modeling
Profitability analysis
Cost reduction and margin improvement