Representative Services

Fiscal Management

Short and long term budget creation

Working capital and liquidity forecasts

Operating budget analysis

Tax return review

​

Fractional Support

Bookkeeping services

General ledger clean up

System transition support

​

​

Operational Improvement

General ledger scaling

Chart of Accounts alignment

Month-end close optimization

Business process analysis

AI integration

Internal controls

Strategic Advisory

Strategic plan development

Strategy & operations alignment

Long-term organizational planning

Board and Executive Leadership support

​

Sustainability Planning

Financial modeling for projects and initiatives

Key Performance Metrics development

Business results assessment

Impact analysis

Financial reporting

AI & Digital Transformation

AI readiness assessment

System landscape analysis

Digital transformation mapping

System requirements development

AI implementation