How we help small businesses
We tailor our services to meet the unique needs of growing businesses in any industry.
Having someone on your team that understands the unique challenges of running a small business—thinner cash cushions, limited access to capital, higher vulnerability to market shifts and more—is critical for a company’s short- and long-term success.
We’ve organized our small business services into three flexible tiers that can be modified to complement your company’s strengths, weaknesses and evolving goalposts.
Phase one:
Fix it.
Generate reliable numbers you can trust.
Let’s address your company’s most pressing concerns so we can stabilize your financials and lay a solid foundation for future growth. This may include bookkeeping catch-up and clean up, auditing financial records for accuracy, organizing monthly financials and setting up basic internal controls and accounting charts—whatever you need.
Phase two:
Run it.
Get time back to focus on what matters most while we handle your financial hygiene.
To ensure you have the information necessary to make smart business decisions, we’ll establish a cadence for ongoing planning and financial review with your team. Meanwhile, we can manage your monthly bookkeeping and controller requirements, establish a budgeting process, provide cash flow forecasting and set up a KPI dashboard.
Phase three:
Plan for growth.
Make informed decisions with confidence and encounter fewer surprises as you scale.
We’ll implement a CFO-level strategy that includes things like pricing and profitability analysis, capital planning and investor readiness, and other long-term budgeting and forecasting.