Choose Your Financial Blueprint

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

Fractional CFO

Your Strategic Partner for Engineering Growth

Business Analysis

Financial Performance KPIs

In-Depth Strategy Meetings

Pitch Deck Building

Proforma Planning

Risk Evaluation & Mitigation

What-if Scenario Modeling

Project Accounting

Limited Engagements for Targeted Initiatives

Initial Accounting System Buildouts

Annual 1099 Preparation & Filing

AP Automation Implementation

Internal Controls Audits

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

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

Your Part-Time Accountant

Ongoing Support for Day-to-Day Operations

Customized Monthly Financial Packages

Monthly Balance Sheet Reconciliation

AP Management

Internal Control Policy Development

Cash Flow Planning

Annual Budgeting & Periodic Reforecasting

External Audit Coordination

Ad Hoc Financial Modeling

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