A Finance & Accounting Function that is Strategic

Our CAS teams support small and medium sized businesses and not-for-profits in variety of verticals, including software, consumer products, healthcare and not for profits.   We use best in class cloud software solutions to produce accurate and timely financial information for decision making. We focus on your goals and design solutions to help you achieve them.  From transaction level processing to virtual controllership and virtual CFO, we provide a flexible, customize solution to meet your specific business needs today and in the future. Our onboarding process begins with an assessment of your current state, remediation and clean-up of historical data, documentation of policies and procedures and transitioning to ongoing monthly support. Services include:

• Full outsourcing of the accounting function, including transaction level processing and payroll
• Virtual CFO and virtual Controller
• Cash flow forecasting and budgeting
• Cost accounting review/support
• Chart of accounts review
• Technical accounting consultations
• Preparation of financial statements

Family Office

Our family office services range from planning and administration, to monitoring and compliance.  We function as your personal Chief Financial Officer, overseeing the many aspects of your personal financial world, while also assisting with more targeted goals such as succession planning and philanthropic strategies. Services include:

• Tax planning, advisory and compliance coordination
• Financial analysis monitoring (including bill pay)
• Cash flow planning, management and opportunity
• Consolidated online investment performance reporting
• Implementation of trust, estate and gift strategies
• Organizing estate planning
• Managing multiple advisors
• Philanthropic planning and organization
• Family governance and coaching