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:

Non-ProfitNon-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

TechnologyTechnology

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

AdvertisingAdvertising

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

ProfessionalProfessional

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

FinancialFinancial

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

InternationalInternational

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