We BUILD businesses!

• Virtual BackOffice solution: a customized package of administrative, finance, and technology services designed to get your startup company up and running while you focus on your core competency
• company startup forms (name reservation, FEIN, BB-1, LLC-1)
• capture domain names and social media IDs
• assist with opening bank accounts and applying for credit cards
• assemble Corporate Records Book
• provide Employee Handbook template
• provide Policies and Procedures Manual template
• set up bookkeeping system
• provide monthly bookkeeping service
• set up financial infrastructure (see Virtual CFO below)
• set up IT infrastructure (email, website, cloud storage, and more)
• set up corporate phone system (complete with extensions, voicemail, and eFAX)
• help obtain office space
• help hire employees and set up employee payroll and benefits
• complete documentation

We GROW businesses!

• Virtual CFO solution: a customized package of services tailor-made to fit your business encompassing the three areas of a chief financial officer: data collection and accurate, timely reporting to stakeholders; determine and implement an appropriate capital structure; make forecasts and plan financial strategy .. bookkeeping is a cost center to a business, we view virtual CFO as a profit center
• collect data for analysis, strategic planning and prepare forecasts
• develop financial goals and create budgets
• develop capital structure plan
• develop key performance indicators
• for larger companies: set up sweep accounts
• monthly and quarterly financial and management reports
• set up or review corporate controls
• compliance management
• do COGS analysis, advise on improvements
• evaluation and recommendations to increase revenue and decrease expenses
• business and financial risk management
• financial audits to discover irregularities and help obtain recoveries when necessary
• help with inventory rotation and variance analysis
• reconstruct accounting records
• for multiple financial systems: data mining, data migration, and systems integration
• migration to the Cloud
• annual valuation, analysis and advice
• provide employee training in accounting, IT security, sales, and more
• business continuity planning (disaster recovery preparation)

We SELL businesses!

• business valuations and exit strategies
• succession planning
• administrative and financial preparation for selling a business
• mergers and acquisitions