Professional Services
Part Time, Interim and Project CFO support

 

As professional service providers ourselves we understand your professional practice from both a service and business operations perspective. With many years of success in the services industry, we have assisted many service providers in achieving their business objectives. We can assist you in maximizing your operating efficiency and maintaining profitability with customized management services.

 

Our services include:

  • Design and implementation of timely billing systems and processes to improve cash flow
  • Financial analysis including gross margin by service line and/or location
  • Assistance with bank financing applications, cash flow, projections and analysis relating to debt restructure
  • Oversight and training of existing accounting personnel
  • Documentation of existing accounting policies and procedures to improve training time of new employees
  • Evaluation of internal controls and accounting policies and procedures, designing and implementing internal control systems
  • Technology support, including systems needs and analysis, implementation, and training
  • Audit preparation support
  • Interim CFO support including recruiting and hiring of new personnel

Our clients range in size from the sole practitioner to multi office regional operations including:

  • Advertising Agencies
  • Architectural Firms
  • Engineering Firms
  • Financial Service Providers
  • Insurance Agencies
  • Interior Design Firms
  • Law Firms
  • Mortgage Brokerage Firms
  • Real Estate Agencies
  • Software Engineers

 

 

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