Fractional CFO
Fractional CFO Services – Gain expert financial leadership without hiring a full-time CFO. We assist with cash flow management, financial planning, budgeting, and forecasting, ensuring that your company remains financially stable and scalable. Our CFOs also provide strategic insights for fundraising, investor relations, and financial risk management.
Bookkeeping & Accounting – Accurate financial records are critical for decision-making. We handle expense tracking, bank reconciliations, payroll processing, financial reporting, and audit preparation, allowing you to focus on running your business while we ensure your numbers are correct.
Tax Planning & Compliance – Our tax specialists develop proactive tax strategies to help you minimize liabilities, maximize deductions, and stay compliant with state and federal tax regulations. Whether you need assistance with corporate tax filing, IRS audits, or international tax considerations, we provide expert guidance.
CTO-as-a-Service
CTO-as-a-Service – Our on-demand technology leadership delivers expert guidance in IT infrastructure, cybersecurity, digital transformation, and strategic planning. We help companies implement scalable tech stacks, improve system performance, and maintain strong data security standards.
IPS Compliance – Regulatory compliance is crucial in today’s digital landscape. We ensure your business meets industry security and compliance standards, helping you navigate PCI DSS, GDPR, HIPAA, and SOC 2requirements. Our experts conduct risk assessments, compliance audits, and policy implementations to keep your business secure.
Performance Coaching for Sales & Support Teams
Empower your frontline teams with personalized coaching programs focused on improving communication, customer engagement, objection handling, and team collaboration. Our coaching helps reduce churn, increase conversions, and build stronger client relationships.