Take on any project…

Have a large financial project coming up, need to implement a new system, or, is it a peak period and your current resources are stretched thin? We’ll work with your existing management team, including your full time CFO, to efficiently complete these projects.

We offer project-based CFO services to make sure you are prepared. Companies are constantly growing and changing. Stretching resources within your company to address special projects generally diverts focus from your core activities. Our virtual CFO services are here to help you keep focused while we help you grow and improve.

We’re your special projects team. Go ahead and take on any initiative.

Business Valuation

Based on relevant market data and the latest valuation techniques, we perform an in-depth analysis to provide you with an accurate and defensible business valuation report.

Financial Modeling

Need to setup a financial model, business analysis or forecast? We’re experts in Excel and have experience with a wide range of other softwares.

New Business Formation

Want to setup a new business? We do all business licenses, incorporation filings, outside legal interface, policies and procedures, reporting and asset tracking.

Stress Testing

We assess a company’s vulnerability to risk making otherwise theoretical discussions of strategy more real. We partner with other firms for stress testing financial institutions.

Project Management

We plan and manage both projects and programs from start to finish, delivering them in a more cost effective manner while not sacrificing quality.