Plan | As a business with a mission, we know you have big goals and we are here to help you achieve them. From immediate financial planning to long-term strategy, from managing internal resources to raising external financing, we are your copilot.
- Long-term strategy design
- Budgeting and forecasting
- Financing and ownership strategy
- Due diligence on investment opportunities
Analyze | We love data. And we really love helping you interpret it. The architecture we build will enable you read your numbers, determine new opportunities for growth, and patch up inefficiencies.
- Metrics development and monitoring
- Creation of reporting tools
- Data analysis
Design | We review your financial workflow with you to determine goals that meet your needs. We design new and augment existing systems, making them more effective and efficient to use and monitor.
- Process design and optimization
- Operational and accounting systems setup
- Integration of tools & processes
Apply | Change is easier with the right team in place. Whether your ultimate goal is accounting self-sufficiency or our continued support, we help you take ownership of new systems and find the right people to run them.
- Workflow implementation
- Talent acquisition and training
- Systems documentation and continuity