Why We're Different
Emerging Growth Companies
Mid-Market Companies
SONAR™
What We Do – Emerging Growth Companies
Our part-time CFO and Accounting services meet the needs of smaller, emerging growth companies that do not justify a full-time resource, but that benefit from unrestricted access to a high-level finance executive and staff working closely with the management team and internal resources.

CFO Services
  • Financial strategy
  • Development of policies & procedures
  • Mergers & acquisition support
  • Development of internal controls
  • Financial modeling and scenario planning
  • Budgets and forecasts
  • Dashboard and performance-metric reporting
  • Management/BOD Reporting
  • Preparing and negotiating loan packages
  • Bank/attorney/audit relations
  • Performance analysis and benchmarking
  • Compensation planning
  • Financial due diligence
  • Contract review
  • Oversight and training of existing personnel
Controller Services
  • Month-end close
  • Financial reporting
  • Cash flow management
  • Internal controls development
  • Audit coordination
  • Accounting/ERP systems implementation
  • Financial analysis
  • Clean-up of accounting records
  • Payroll management
Accounting Services
  • Accounting Services
  • Daily transaction processing
  • Account reconciliations
  • Assist with month-end close
  • Accounts Receivable/Payable
  • Fixed asset management
  • Journal entries