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Services

SERVICES

We bridge the gap between a sophisticated corporate finance function and the budget of a small to mid-sized business by offering a flexible, customized solution that meets your needs and delivers results.

Our team is a compilation of CFOs, Controllers, and accounting professionals that provide you access to a dedicated accounting department on an as-needed basis.

EXAMPLE SOLUTIONS WE OFFER

Accounting

  • Financial statement preparation
  • Month-end close
  • Internal controls
  • Accounts payable
  • Accounts receivable
  • Payroll
  • Cash management
  • External audit preparation
  • Initial Public Offering (IPO) readiness
  • Mergers & Acquisitions (M&A)

Tax

  • Tax return preparation
  • Tax planning
  • Business restructuring

Finance

  • Financial planning and analysis
  • Budgeting
  • Forecasting
  • Management of advisory and business relationships

Technology

  • System implementations
  • Process improvement
  • Key Performance Indicators (KPIs)

CUSTOMIZED SOLUTIONS FOR SMALL TO MID-SIZED BUSINESSES

We bridge the gap between a sophisticated corporate finance function and the budget of a small to mid-sized business by offering a flexible, customized solution that meets your needs and delivers results.

CONTACT US

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3636 Nobel Drive, Suite 400 San Diego, CA 92122