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Services

No two businesses are identical.

No two businesses are identical. We tailor our offerings and team to meet your needs, flexing and adapting as your business grows over time. And every engagement comes with the oversight of an experienced CFO.

With every new client our first goal is to ensure that your accounting and business systems are up-to-date and financial reports are accurate and timely. Each client is unique and we tailor our services to provide what you need, when you need it.

Outsourced CFO

Outsourced CFO

Whether you’re running a start-up, emerging growth or mature enterprise, our outsourced CFOs creatively translate your business strategy into financial strategy and help you act on informed decisions in real time.

Controller

Controller

On a weekly basis we become your tactical partner. We setup financial systems and procedures, and then ensure the entire team is working to plan. We ground your vision to the bottom line and share your excitement as you benchmark new milestones.

Staff Accountant

Accounting Staff

Accounting takes daily dedication. Our skilled staff is trained on numerous systems and keeps things running smoothly alongside your team. We can operate in your office or remotely.

Mergers & Acquisition Support

Mergers & Acquisitions Support

We bring a sharp pencil and a creative approach to structuring winning M&A deals. There is always more than one way to assemble the pieces and you need a partner who has seen M&A from every angle. Amy Roman is a Certified Mergers & Acquisitions Advisor and knows the ins and outs of private and publicly traded deals.

M&A Advisory Services

Post Acquisition Integration

Internal Controls

Internal Controls

Risk comes at you from many directions today. The best way to address it is to anticipate and avoid it wherever possible.  We help you to implement important internal controls to protect your business, particularly where it concerns your finances.

Staff Training

Staff Training

Accounting starts with accountability. That’s why we provide mentorship for your in-house controller, staff accountants and bookkeeping staff.

Core to our mission is improving your operations and outcomes. So we teach best practices every day, introducing effective work habits, new systems, and profitable partnerships to your in-house team as a matter of course. We build their skill as our relationship unfolds, which builds lasting value and leaves your business in stronger hands.

C-Suite Coaching

C-Suite Coaching

You’re an expert in your industry. We turn you into a business expert. We love to work with leaders willing to dive deeper into the connections between strategy, finance and culture. We deliver honest feedback (and sometimes tough love) served with empathy. We walk in your shoes and understand the challenges of business ownership. You are where you are, now let’s begin.

Culture Consulting

Culture Consulting

Your business may be the picture of financial health and have strong strategic momentum, but if you don’t tend to your culture, things will start to break down. We see culture as the third pillar of a strong business. It includes the ‘unwritten rules’ that dictate ‘the way things happen around here’ and is often responsible for your ability to attract and retain an amazing team.

We are Certified CultureTalk™ Partners and have access to a wealth of assessments, workshops and facilitation materials. We can help you work through cultural challenges within your organization or on your team. The CultureTalk™ system leaves a profound and lasting effect as it builds stronger leaders, motivates employees and binds teams together through mutual understanding and respect.

Outsourced CFO

Whether you’re running a start-up, emerging growth or mature enterprise, our outsourced CFOs creatively translate your business strategy into financial strategy and help you act on informed decisions in real time.

Controller

On a weekly basis we become your tactical partner. We setup financial systems and procedures, and then ensure the entire team is working to plan. We ground your vision to the bottom line and share your excitement as you benchmark new milestones.

Staff Accountant

Accounting takes daily dedication. Our skilled staff is trained on numerous systems and keeps things running smoothly alongside your team. We can operate in your office or remotely.

Internal Controls

Risk comes at you from many directions today. The best way to address it is to anticipate and avoid it wherever possible.  We help you to implement important internal controls to protect your business, particularly where it concerns your finances.

Staff Training

Accounting starts with accountability. That’s why we provide mentorship for your in-house controller, staff accountants and bookkeeping staff.

Core to our mission is improving your operations and outcomes. So we teach best practices every day, introducing effective work habits, new systems, and profitable partnerships to your in-house team as a matter of course. We build their skill as our relationship unfolds, which builds lasting value and leaves your business in stronger hands.

Mergers & Acquisitions Support

We bring a sharp pencil and a creative approach to structuring winning M&A deals. There is always more than one way to assemble the pieces and you need a partner who has seen M&A from every angle. Amy Roman is a Certified Mergers & Acquisitions Advisor and knows the ins and outs of private and publicly traded deals.

M&A Advisory Services

Post Acquisition Integration

C-Suite Coaching

You’re an expert in your industry. We turn you into a business expert. We love to work with leaders willing to dive deeper into the connections between strategy, finance and culture. We deliver honest feedback (and sometimes tough love) served with empathy. We walk in your shoes and understand the challenges of business ownership. You are where you are, now let’s begin.

Culture Consulting

Your business may be the picture of financial health and have strong strategic momentum, but if you don’t tend to your culture, things will start to break down. We see culture as the third pillar of a strong business. It includes the ‘unwritten rules’ that dictate ‘the way things happen around here’ and is often responsible for your ability to attract and retain an amazing team.

We are Certified CultureTalk™ Partners and have access to a wealth of assessments, workshops and facilitation materials. We can help you work through cultural challenges within your organization or on your team. The CultureTalk™ system leaves a profound and lasting effect as it builds stronger leaders, motivates employees and binds teams together through mutual understanding and respect.

We speak ‘Entrepreneur.’

Are you ready to speak with us?

Please call (518) 693-7446 to schedule your free consultation. Or share your challenge, ideas and questions here and we’ll reach out to you.

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