Our Chief Financial Officer (CFO) team advises startups and small businesses on defining achievable financial goals, making data driven decisions and measuring business performance.

We focus on key financial elements and perform monthly Financial Reporting, provide Budgets, rolling Forecasts, Cash Flow projections and conduct ad hoc Financial Analysis.

We produce Product Profit Margin Analysis and Revenue Projections.

We plan, implement strategies and track Key Business Metrics.

Our Human Resources (HR) team guides startups and small businesses to attract and/or retain employees that will support achievement of their business goals.

Our Solutions include Workforce Planning, Talent Acquisition, Talent Management, Culture Development, Compliance, Benefit Programs, Employee Relations and Training.

Our Operations team partners with startups and small businesses to leverage our extensive hands-on operational experience managing technology, procurement, purchasing, inventory, shipping, receiving, logistics, facilities, safety, compliance, insurances, risk management, policies and process automation to reduce operating costs as well as enhance core operational efficiencies and effectiveness in their organizations.

Our team collaborates with startups and small businesses on how to define business processes and get buy-in from their team’s process owners.

We help optimize processes that will smoothly scale their organization towards their operational goals.

• ​Accounting:  Quickbooks Online | Quicken 

• Bill Payment: Melio

• Collaboration: Google Docs | Slack

• ​Digital Signature: eversign

• ​Employee Background Check: GoodHire

• Enterprise Resource Planning (ERP): MAS 90 | MAS 200 | Navision | Sage 100 | Sage Intacct

• File Hosting: Microsoft OneDrive

• Inventory Management: SOS Inventory for Quickbooks Online

• Money Transfer Service: OFX | Wise

• Payroll: ADP | Gusto | Heartland | Paychex | Quickbooks Self Service Payroll 

• Password Manager: Bitwarden

• PDF Reader: Foxit

• Project Management: Accelo | Avaza | Citrix Podio 

• Video Conferencing: GoToMeeting | Zoom