A Comprehensive Solution

Before engaging with any client, we conduct a thorough assessment of the organization, which helps us better understand the client’s current challenges and needs.  During this time, we review key objectives and strategies with the organization’s leaders, analyze operations, and conduct a financial assessment. From the information gathered, we develop a comprehensive solution for each client and provide a Management Letter with formal recommendations. We offer our clients:

Business Office Outsourcing:

• Error-free Bookkeeping Services with Executive Oversight
• Timely Financial Statement Preparation
• Grant and Contract Administration
• Short-Term and Long-Term Budgeting, combined with Cash Flow Management
• Human Resources & Payroll Processing
• Maintain Insurance Schedules
• Implement Cost Saving Measures
• Provide guidance and support where applicable

Financial Strategic Planning

Business Planning/Start-up Consulting