Expert Financial Consulting

Translating a company’s vision into numbers is our sweet spot and we strive to establish strong accounting processes and financial analysis in order to enable growth in our clients;  business.

 

In our experience, we've found that time and again, incredible companies with amazing visions are unable to scale because they lack a good handle on their finances. Decisions were made based on gut feel rather than hard financial data, resulting in a lack of execution, growth and success. We strongly believe that if you don't know your numbers, you don’t know your business.

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We connect with new clients through three defined steps:

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1. Initial review of client’s accounting system and QuickBooks configuration through our
initial diagnostic called Financial Fitness. Get recommendations on how to make your
wish-list of what your financials can do for you a reality that helps you drive your
business.

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2. Future visualization of client’s business aspirations through our signature process
called Growth Architect. Explore our 5 E's of creating the Blueprints of your Future
Business: Earnings, End-User, Employees, Expenses, and Expectations. Leave with a path
to get to that future.

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3. Ongoing support and accountability through Monthly Financial Expertise. Get the
reporting dashboards on your most critical KPIs.

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We specialize in providing audit and review services to small and large businesses ,Hedge
Funds ,nonprofit organizations, and government entities.  Our mission is to empower financial growth by offering a high level of services, focusing on faster turnaround times and fast response communication.  We also offer payroll outsourcing, accounting and bookkeeping, and CFO services.