BOOKKEEPING
We provide timely and accurate bookkeeping services that will allow you to focus on the other parts of your business. Our services include:
Full-charge bookkeeping of all transactions: sales (billing A/R), expenses (paying A/P), asset purchases, debt payments etc.
General ledger, bank, and credit card reconciliations
Budget creation and monitoring
Cleaning up your current and/or historical books
Performing Payroll and Human Resources functions
Monthly financial statements preparation and analysis
INTERIM CFO & CONTROLLER
We are prepared to step-in and help when clients face leadership, financial, and/or operational challenges, and are committed to delivering excellent results.
We are always ready to serve your needs whether it be for expertise to:
Improve operating performance
Provide a bridge to permanent management
Improve policies and procedures
Direct the organization through a merger or integration, or
Plan and drive significant operational and financial changes
REVENUE & PROFIT GROWTH
We can help guide your organization to increase sales, improve customer satisfaction and customer loyalty, decrease costs and improve profits. With customer data analytics and market insights we collaboratively identify new opportunities, and steps to deliver better services/products. Our services also guide our clients toward an improved cost structure to bring about a more effective and profitable organization.
STRATEGY
We can help you take a thorough and deep analysis of your organization to ensure that it is well-positioned for years to come. Corporate strategy is about setting the right vision and organization. Meanwhile, a business unit strategy often results in questions around mergers and acquisitions, organic growth, and divestitures of poor performing business units and subsidiaries. We can help guide you through the process of improving your strategy.
FUNDRAISING FOR NON-PROFITS
We can improve the fundraising activities and the associated fundraising results of your non-profit. We have significant experience in the following:
Annual giving campaigns - whether you require a direct mail campaign, an online campaign or both, we can help you succeed
Event planning and management - we can help you run a formal black-tie event, a casual beer, wine and appetizers event, and everything in between
Donor stewardship - we can implement a systematic process to cultivate and steward donors for long-term results, and
Capital campaign planning and coordination - we can devise plans to assist in implementing and running capital campaigns that can lead to the successful achievement of the campaign’s goals
MERGERS & ACQUISITIONS (M&A)
We advise clients on due diligence, pre-merger planning, integration, monitoring post-closing, and divestitures of business units, and/or subsidiaries. From the due diligence of identifying and vetting the target company to challenges of integrating businesses, people, processes and procedures, we work with you to preserve and create value throughout the M&A process.
We invite you to read our CLIENT TESTIMONIALS.