Flexible to Fit.
Business solutions to fit your organization's needs
from full-service finance and accounting services
to customized, ala carte and project-based services.
Bridge the Gap Solutions.
Especially helpful when there are sudden changes in your workforce due to FMLA leaves or when the recruitment process is long to fill a vacant position, we have the skills, experience and ability to assimilate into your team quickly to keep your operation moving forward in management, executive and finance roles.
Dysfunction among teams can create a very challenging environment for growth and/or change. Evaluating and changing those situations can be difficult internally. We have experience quickly evaluating cultural, personality and skillset factors that may impact organizational success. We provide insight, recommendations and help clients to make necessary changes to facilitate stronger, more effective team environments.
Small and Mid-sized organizations face the need for broad skill, knowledge and experience in light of limiting budgetary resources. We have the broad experience and knowledge and pride ourselves on knowing your organization as if we work with you daily. We meet with boards, executives and management teams to augment skills, knowledge and provide more ideas and perspective than might be available within the company’s existing team.
You need information, both financial and operational. We strongly believe that the financial process and reports should be useful and informative to decision makers and stakeholders. Let us support your internal finance team in making tired and irrelevant reports understandable, meaningful, and timely.
Bookkeeping and Reporting.
The basic functions of accounts payable, accounts receivable, payroll preparation, reconciliations and monthly statements. We’ll work with your schedule and make sure the information meets your needs.
Audit Preparation and Support.
Whether required by your lender, your stakeholders or a grantor, independent financial audits can be daunting, confusing, require significant preparation and be expensive. Let our team help to prepare the right work papers, identify and investigate questions and potential red flags prior to the audit, and help to communicate and explain your systems and information to your auditors. We have experience reducing auditor onsite time and associated fees.
Evaluation and Due Diligence.
If you’ve ever sought a second opinion, you know the feeling that the information received must be missing something: accuracy, dependability, or completeness. Our evaluation and discovery consulting seeks to uncover root causes, missing components and otherwise unidentified issues and conflicts. Maybe you’re a nonprofit board looking for independent feedback around financial systems and activities, which may go deeper than an annual audit? Maybe you’re a business owner who knows operations but could use insight into the quality of your administrative processes? Or maybe you’re that stakeholder who just has a gut feeling that something isn’t quite optimal? We hate the phrase “That’s the way we’ve always done it.”, and our methods are directed at “supporting”, not offending, your teams.
Processes and Systems.
Business growth and change can make process development and implementation a necessity. With a fast learning curve, our team will ask relevant questions about your organization to assist in the creation of new processes. Not all systems are computerized, in fact, many are complex processes that weave team interaction, manual records, communication, data entry and reporting. We have an exercise using LEAN principles and a cross functional approach that will document the current process, identify and eliminate redundancies and wasted time and recommend a future, more efficient system.
Cash is King, and business changes. If you find yourself in a tight cash situation or want to improve your cash position in pursuit of growth or lending, we can help identify necessary changes and strategies to positively impact your bank balance.
A great Enterprise Resource Planning (ERP) system can tie data together, eliminate redundant systems and streamline your business, but only when effectively implemented, efficiently used and well understood. Systems knowledge is not as common as some might think. We have experience with many ERP systems from implementation to helping teams translate technology and foreign jargon to their current process and nomenclature. We can help by project managing an implementation or by helping your team manage the change.
We Understand Non-Profit Organizations
You need a broad skill set that understands grants, fundraising, public funding, budgeting, compliance, reporting, audits, missions, policy and procedures, community boards and volunteers. You have a set budget to work within, and you’re looking for the “biggest bang for your buck.” You shouldn’t sacrifice any of these needs, and we have the experience to fill all these holes at a reasonable price, within a customized agreement.
We Compliment Growth-Minded Organizations
Trying to grow, but hitting invisible walls? It could be culture, it could be skill, it could be systems or it could be cash. Let us help. Growth often creates need for new systems and functions, new people, training, dynamic communication and more cash. In organizations where decisions are made locally, let us be your right hand. We’ll not only help to identify your barriers; we’ll help you overcome them with fresh perspective and insight.
We're Energized by Manufacturing
Of course your business already has optimized processes, LEAN production, administrative processes and financial reporting. But if it didn’t, we have experience driving these initiatives. We believe in removing waste while educating and empowering your teams to recognize and seize process efficiency. We also believe financial and operational reporting are crucial to dynamic decision-making required in the ever-changing manufacturing environment. We love this unique and creative environment and have experience with leading change on every level of the organization. It would be our pleasure to blend in and energize your workforce.
We're Resourceful Under Stress
Whether the economy, a competitor or a bad decision was the cause, navigating the path of reduction and tight cash is never easy. But we’ve done it and come out the other side. We can help your organization do more with less, make the smartest cuts and develop strong lines of communication with new and existing vendors to keep you working. Our experience can also assist with identifying, communicating and negotiating with lenders.