SERVICES
FRACTIONAL CFO
As a fractional CFO, we provide high-level financial expertise tailored to the unique needs of your business—without the cost of a full-time hire. Whether you're looking to manage cash flow more effectively, streamline your financial processes, or develop a long-term strategy for growth, our services offer the flexibility to scale as your business evolves. We work closely with your leadership team, delivering actionable insights that drive smarter decisions and keep your business financially healthy.
By working with a fractional CFO, you gain access to seasoned financial leadership with decades of experience in diverse industries. We’re there when you need us, whether it's for specific projects, ongoing financial management, or during critical transitions. Our goal is to help you navigate complex financial challenges with confidence, ensuring that your financial strategies align with your business goals, allowing you to focus on what you do best—growing your business.
FORENSIC ACCOUNTING
When things have spiraled out of control in your financials, our forensic accounting services step in to clean up the mess and set things right. Whether records are disorganized, discrepancies are surfacing, or you just can’t figure out what’s gone wrong, we dig deep into the details, untangle the issues, and make sense of the chaos.
Our expertise in financial reconstruction allows us to rebuild your records, trace transactions, and identify what's really happening in your books. With decades of experience, we help you regain clarity and control, ensuring your financial systems are back on track, accurate, and fully compliant. If things have gotten out of hand, we’re here to help you make sense of it all and restore confidence in your financial health.
FRAUD DETECTION & INVESTIGATION
When fraud disrupts your business, you need someone who can quickly dig into the details and uncover the facts. As Certified Fraud Examiners (CFEs), we specialize in investigating suspicious financial activity and identifying fraud before it spirals further out of control. Whether you're facing internal fraud, complex discrepancies, or unexplained losses, we conduct thorough investigations to reveal exactly what’s happening behind the scenes.
Our forensic approach goes beyond surface-level audits. We trace transactions, analyze records, and reconstruct financials to get to the root of the issue. With our expertise, we provide clear, actionable findings that give you the tools to address the fraud, recover lost assets, and prevent future risks. We work discreetly and efficiently, ensuring that your business can regain control and restore financial integrity with confidence.
Fraud can damage your reputation and your bottom line—but with a Certified Fraud Examiner, you’ll have the experienced guidance you need to get your financial systems back on track.
SYSTEM MODERNIZATION
Staying competitive means ensuring your business systems are working at their best. Our system modernization services help you identify the right technologies to fit your business needs, whether that’s upgrading your existing systems, optimizing current tools, or implementing entirely new solutions. We analyze your workflows, pinpoint inefficiencies, and guide you through selecting, integrating, and optimizing accounting systems, financial software, and more. By streamlining your processes, we help you improve performance and achieve better business outcomes.
CUSTOM REPORTING AND DASHBOARDS
Don’t let your business be limited by the standard reports in your current systems. Our custom reporting and dashboards bring together information from across your organization, providing you with insightful, actionable data that truly drives decision-making. We design dynamic reports and visual dashboards tailored to your business, highlighting key performance indicators (KPIs) that matter most. Whether you're tracking financials, operations, or growth metrics, we ensure you have the tools to make informed, real-time decisions with confidence.
OTHER SERVICES
We work with literally dozens of QuickBooks related (and non-related) add-ons and systems. We can help you find a solution to help solve business problems like time & expense tracking, complex inventory management, invoice processing and payment receipt, and others.
We work extensively with Fishbowl Inventory, and can help install, convert and customize Fishbowl to work for your business.
We work with QuickBooks Point of Sale, and several other Point of Sale systems to support retail and e-tail businesses.
CONTACT ME
Contact me to see how my expertise and personalized services can save you time, money and frustration on all accounting matters.
