Areas of Practice      

CFO Consulting

CFO consulting provides your business with the strategic financial leadership of a full-time Chief Financial Officer, but on a part-time or project basis. This flexible approach gives you access to top-tier financial expertise such as budgeting, forecasting, cash flow management, financial modeling, and strategic planning without the cost or commitment of hiring a full-time executive.

CFO Consultants are ideal for small to medium-sized businesses that need advanced financial guidance but aren’t ready for a full-time hire. Our services can be scaled up or down as your needs change, offering the right support at the right time. You gain an objective, experienced advisor who helps you make informed decisions, optimize operations, and assists you to achieve sustainable growth.

Controller Services

Our Controller Services provide your business with experienced, part-time financial leadership, delivering the expertise of a full-time controller without the full-time commitment or cost. We handle essential financial functions including financial reporting, budgeting, cash flow management, audit preparation, compliance, and internal controls, ensuring your financial operations are accurate, efficient, and aligned with regulatory standards with confidence and efficiency.

Accounting Services

Our accounting services provide expert management of your company’s finances, covering everything from routine bookkeeping to advanced financial strategy. We handle essential tasks such as recording transactions, managing accounts payable and receivable, processing payroll, and preparing accurate financial statements.

Whether you need support with day-to-day recordkeeping or high-level advisory for growth, our accounting professionals deliver tailored solutions to keep your business organized, compliant, and on track for success.

Investment Strategies

We offer strategic financial solutions—including life insurance, annuities, and worksite benefits—to help individuals and businesses secure long-term stability. Our services include life insurance, annuities, key person coverage, and enhanced employee benefit packages. Whether planning for retirement, protecting your business, or retaining talent, we deliver tailored strategies for a secure future.