What We Offer

Our Services

How we steer your ship to success.

What We Offer

Our Services

How we steer your ship to success.

Dashboard and Key Performance Indicator Development

Development of cloud-based reporting platforms, utilizing dashboards, drill downs, and summary reporting packages. We work with you to develop your business and team goals and objectives, a roadmap of steps to get there, KPIs to measure progress, and create the dashboard reporting platform.

We work with most accounting and operating platforms, whether that is QuickBooks, Sage, NetSuite, Dynamics, or industry specific solutions.  We measure it so you can get it done!

Monthly Meetings as a Service (MMaaS)

We have all sat through less than exciting financial reporting meetings. Whether it’s going through mountains of paper, needing a missing key analysis, trying to get everyone looking at the same page and result, or just droning monotony, these are not engaging get-togethers.

Our cloud-based dashboards and collaboration tools, along with best practice facilitation, make reviewing financial results efficient and effective, keeping everyone focused on the meaning behind the results. We wrap it all up with a summary report and action plan for the next 30 days.

Accounting Technology and Process Upgrades

We help transition your accounting department to amazing technologies, automation, and business intelligence opportunities. Realize the benefit of today’s paradigm shift from manual accounting processes and two-dimensional business reporting to full automation and real time, key three-dimensional business intelligence.

We are specialists in all things QuickBooks, including migration from desktop to online. We continuously evaluate apps that attach to QuickBooks, allowing more flexibility in your operations and team. We also advise on migrating to other platforms as well, depending upon the business needs.

Strategic Finance (CFO) Services

Accounting summarizes the past — Strategic Finance frames those results in the context of what the future holds. Our Fractional CFO services provide deep analysis of results, scenario analysis for the future, and risk analysis to protect your business.  

We partner with you throughout the month to achieve growth, optimize strategy, and increase the value of your business.

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