Our team is comprised of professionals with many years of accounting and finance experience.
We have served and continue to serve companies in the following industries:
We have served and continue to serve companies in the following industries:
Non-Profit
CLIENTS
- We have served a number of non-profit organizations in the Washington, DC area
- Due to organizations’ size and number of transactions, it is not necessary for a full time CFO/Controller or finance department
- Reporting to the BOD and stakeholders is usually necessary
- Financial audit may be required
SERVICE NEEDED/PROVIDED
- We become the client’s entire Finance Department
- We provide high level advice & regular reporting to stakeholders
- We assist with budgeting and financial projections
- We liaise with the external auditors
- We process client donations, pay vendor bills & record payroll
VALUE PROPOSITION
- Client pays usually less than half the cost of a full time person
- Client is provided with high level advice
- Client gets reporting and processing needs met
- BOD & Stakeholders are pleased to have proper accounting & reporting
Technology
CLIENTS
- We serve a number of VC/Private Equity backed companies in the Washington, DC area
- Companies include revenue and pre-revenue (usually with a recent round of financing)
- Due to company size and number of transactions, it is not necessary for a full time CFO/Controller or finance department
- Reporting to stakeholders is usually necessary
- Financial audit is usually required
SERVICE NEEDED/PROVIDED
- We become the client’s entire back office
- We provide high level advice & regular reporting to stakeholders
- We assist with budgeting and financial modeling/projections
- We liaise with the external auditors
- We process client invoices, pay vendor bills & record payroll
- We liaise with client customers and vendors
VALUE PROPOSITION
- Client pays usually less than half the cost of a full time person
- Client is provided with high level advice
- Client gets reporting and processing needs met
- BOD & Stakeholders are pleased to have proper accounting & reporting
Advertising
CLIENTS
- We have served a number of Public Relations/Public Affairs/Advertising clients in the Washington DC area
- Due to company size and number of transactions, it is not necessary for a full time CFO/Controller or finance department
- Reporting to the partners is usually not required but considered vital
SERVICE NEEDED/PROVIDED
- We become the client’s entire Finance Department
- We provide high level advice & regular reporting to partners
- We assist with budgeting and financial modeling/projections
- We maintain client’s timekeeping system
- We process client invoices, pay vendor bills & record payroll
- We liaise with client customers and vendors
VALUE PROPOSITION
- Client pays usually less than half the cost of a full time person
- Client is provided with high level advice
- Client gets reporting and processing needs met
- Partnership and/or other Stakeholders are pleased to have proper accounting & reporting
Professional
CLIENTS
- We have served a number of technology, legal and financial services companies
- Due to company size and number of transactions, it is not necessary for a full time CFO/Controller or finance department
- Reporting to the partners is usually not required but considered vital
SERVICE NEEDED/PROVIDED
- We become the client’s entire Finance Department
- We provide high level advice & regular reporting to partners
- We assist with budgeting and financial modeling/projections
- We maintain client’s timekeeping system
- We process client invoices, pay vendor bills & record payroll
- We liaise with client customers and vendors
VALUE PROPOSITION
- Client pays usually less than half the cost of a full time person
- Client is provided with high level advice
- Client gets reporting and processing needs met
- Partnership and/or other Stakeholders are pleased to have proper accounting & reporting
Financial
CLIENTS
- We have served a number of financial companies (including a mid-sized registered broker dealer and a private equity group)
- Due to company size and number of transactions, it is not necessary for a full time CFO/Controller or finance department
- Reporting to the partners is usually not required but considered vital
- Financial audit and reporting to FINRA may be required
SERVICE NEEDED/PROVIDED
- We become the client’s entire Finance Department
- We provide high level advice & regular reporting to partners
- We assist with budgeting and financial modeling/projections
- We maintain client’s timekeeping system (if necessary)
- We process client invoices, pay vendor bills & record payroll
- We liaise with client “FINOP” and/or auditor if necessary
VALUE PROPOSITION
- Client pays usually less than half the cost of a full time Accounting/Finance person
- Client is provided with high level advice
- Client gets reporting and processing needs met
- Partnership and/or other Stakeholders are pleased to have proper accounting & reporting
International
CLIENTS
- We run the US finance operations for an international client
- Due to company size and number of transactions, it is not necessary for a full time
- CFO/Controller or finance department
- Reporting to stakeholders is necessary and required
- Financial audit is required
SERVICE NEEDED/PROVIDED
- We are the client’s entire Finance Department for its US operations
- We provide high level advice & regular reporting to stakeholders
- We assist with budgeting and financial projections
- We liaise with the external auditors
- We process client invoices, pay vendor bills & record payroll
- We liaise with client customers and vendors
- We consolidate overseas operations and provide US GAAP financial statements
VALUE PROPOSITION
- Client pays a fraction of the cost of a full time Finance Department
- Client is provided with high level advice
- Client gets US and consolidated reporting needs met
- Stakeholders are pleased to have proper accounting & reporting