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Our Approach
Trusted support
We strive to be strong and true partners for our clients, beyond just keeping books.
Tailored to each client
We work closely with a selective group of clients, providing them with services customized for each.
Top-notch financials
We are CPAs and CMAs with many decades of experience from top accounting firms. We know how to close books.
Forward looking
We help our clients look forward and achieve their future business goals.
CFO/Advisory services
- Financial forecasting
- Financial strategic planning
- Bank and investor relations
- Insights via key measurements
- Regular check-in calls and meetings
- Accounting technology selection and implementation
HR/Payroll
- Human resource support
- Payroll processing with separation of duties
- Multi-state processing and setup
- Employee onboarding and offboarding
Controller functions
- Financial statement preparation
- Month-end closing
- Technical accounting support
- Development of accounting procedures
Bookkeeping
- Accounts receivable—expense processing
- Accounts payable—customer invoice and payment processing
- Credit card and employee expense processing
Audit management
- Preparation of audit-ready financials
- Audit documentation support
- Auditor selection and management
Cash flow management
- Cash flow projection
- Strategic planning and management
Industries we serve
Non-profit organizations
We serve many non-profit organizations, from business improvement districts to schools and foundations.
Privately-held small businesses
We support clients in various industries such as construction, creative agencies, real estate.
Startups
We have great admiration for startups bringing innovation to market. We support them through audits, cash flow management, and board meetings.
Client Testimonials
Our Cloud Partners
