Choose Your Financial Blueprint

Explore our services to find the best option for your business.

Fractional CFO

Your Strategic Partner for Engineering Growth

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Business Analysis

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Financial Performance KPIs

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In-Depth Strategy Meetings

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Pitch Deck Building

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Proforma Planning

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Risk Evaluation & Mitigation

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What-if Scenario Modeling

Project Accounting

Limited Engagements for Targeted Initiatives

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Initial Accounting System Buildouts

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Annual 1099 Preparation & Filing

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AP Automation Implementation

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Internal Controls Audits

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Independent Audits of: Inventory, Balance Sheet, Sales Tax Reporting

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ERP Consulting for: Jonas Club Management, NetSuite, Sage Intacct, Quickbooks Online

Your Part-Time Accountant

Ongoing Support for Day-to-Day Operations

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Customized Monthly Financial Packages

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Monthly Balance Sheet Reconciliation

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AP Management

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Internal Control Policy Development

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Cash Flow Planning

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Annual Budgeting & Periodic Reforecasting

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External Audit Coordination

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Ad Hoc Financial Modeling

Reach out to build a custom package tailored to your needs.