WE’VE MOVED FROM THE BACKROOM TO YOUR BOARDROOM. WE ARE COMMITTED ADVISORS AND PARTNERS IN YOUR BUSINESS AND FINANCIAL OPERATIONS.

 

POTENTIAL ISSUES

  • YOU WANT TO APPROPRIATELY MANAGE FUNDING RECEIVED TO AVOID RUNNING OUT OF CASH

  • YOU WANT TO USE FINANCIAL DATA TO HAVE A DEEPER UNDERSTANDING OF YOUR BUSINESS

  • You want help with FINANCIAL GOAL setting AND TRACKING

  • YOU WANT TO INCREASE PROFIT MARGINS & HAVE REAL TIME DATA ON THE HEALTH OF YOUR BUSINESS

  • You want to consistently manage Cash flow

  • YOU LACK UNDERSTANDING OF BUSINESS FINANCE & ACCOUNTING TO MAKE SMART BUSINESS DECISIONS

  • YOU WANT TO KEEP TRACK OF VARIOUS TYPES OF FINANCIAL TRANSACTIONS & PROPERLY MAINTAIN INCOME & EXPENSE ACCOUNTS

  • YOU WANT TO LEVERAGE TECHNOLOGY TO AUTOMATE YOUR ACCOUNTING


HOW WE CAN SUPPORT YOU

VIRTUAL CONTROLLER - LITE

  • Month End Close

  • Monthly financial report summary

  • 1 virtual monthly meeting

  • Unlimited email access

  • End of year tax package

  • Budget management

  • Cash flow forecasting

VIRTUAL CONTROLLER - FULL

  • Month End Close

  • 2 virtual monthly meetings (if local to NYC, meetings can be in person)

  • Monthly financial and management report summary

  • Unlimited email access

  • End of year tax package

  • Budget management

  • Cash flow forecasting

  • App integration

  • Accounts Receivable & Accounts Payable Management

  • Payroll Management

  • KPI Dashboard