Clarity for complicated businesses.

CFO Services & Business Management

Not every business needs a full-time finance chief. Most reach a point where they need senior financial thinking in the room anyway. That's the seat we step into. As your fractional or interim CFO, we take ownership of the financial picture (forecasting, cash management, budgets, reporting, and the harder calls) without the cost of a full-time hire. You get a seasoned financial lead who already knows your industry.

We pride ourselves on being a business owner's best friend. Filling one of the top positions in a company can be overwhelming and we understand how easy it is to be overtaken by the workload, especially where special projects are concerned. Whether it is fractional or in the interim, we are well positioned to help you succeed and our firm offers an array of business and financial analysis services designed to help your business grow.

Our full-service package includes all aspects:

• Taxes & Bookkeeping
  
• Cash Flow
• Payroll & Benefits
• Business Affairs
  
• Strategic Business Planning
  
• Financial & Lifestyle Planning
  
• Debt Reduction
  
• Investment Administration
  
• General Advice & Coaching

Example core financial services include: 

• Maintain chart of accounts
  
• Manage Accounts Payable and Accounts Receivable
  
• Make payments and record deposits
  
• Reconcile bank statements
  
• Maintain balance sheet & line item schedules
  
• Record credit card charges and reconcile statements
  
• Record and reconcile payment processor transactions
  
• Compare ongoing actual expense/revenue to budget
  
• Allocate income and expenses
  
• Develop and maintain budgets for projects, programs, grants, etc.
  
• Conduct ongoing transaction review and provide budget updates for staff
  
• W9 collection, contractor payments, and 1099 processing
  
• Provide quarterly reports for management and board
  
• Provide annual financial report for management, investors, funders and others
  
• Prepare materials and provide support for annual audit and tax filings
  
• Record sales tax and submit filings

Example core workforce services include:

• Process payroll, including tax filings and reports (Gusto partner)
  
• Complete new hire reporting
  
• Complete and maintain worker documentation (W4, I9, W9, etc.)
  
• Coordinate unemployment insurance
  
• Coordinate workers’ compensation insurance
  
• Coordinate disability insurance
  
• Complete New York State wage reporting
  
• Complete annual earnings reporting for employees
  
• Support in the hiring and termination processes, including COBRA coordination
  
• Support compensation review and approval
  
• Facilitate time tracking (including hourly work, overtime, and paid time off)
  
• Support employee benefits administration

Our firm and network specialize in:

• Business Planning
• Business Modeling
• Financial Forecasts
• Three and Five-Year Plans
• Rolling Cash Forecasts
• Histories and Back Research
  
• Annual Operating Budgets
• Revenue Recognition Strategy
• Liquidations and Wind Down Support
• Mergers and Acquisitions Support
• Cash Management
• Cash-Burn Analysis
• Monthly Management Reports
• Equity and Debt Negotiations
• Investor Relations
• Financial Presentations
• Due Diligence
• Retirement Planning
• Insurance/s
• Art Law
• Real Estate Law
• Employment Law
• Contract Law

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