ACCOUNTING & HR LEADERSHIP
We Handle the
Numbers & People
So You Can Focus on Impact
OUR SOLUTIONS
Our services are built to flex with your organization’s growth. Each service stands strong on its own — but together, they create a seamless foundation for financial control, operational excellence, and strategic leadership.
People
Operations
FINANCIAL SRENGTH THAT FUELS GROWTH
Accounting Solutions
1.
Organize & Automate
Capture and organize financial data effortlessly.
Transaction Processing & Categorization
Automate expense tracking with leading tools.
Expense & Receipt Management
Stay on top of cash flow without the hassle.
Accounts Payable & Receivable Support
We work with your existing tech stack
or leverage our best-in-class partners; QuickBooks Online, Ramp, and more.
Software Integration & Optimization
2.
Maintain & Report
Ensure accuracy before reporting financial performance.
Month-End Reconciliation and Close
Evaluation of financial health, profitability, and overall viability.
Financial Reporting
Stay compliant with up-to-date tax strategies.
Tax Compliance & Preparation
Mitigate risks and stay prepared.
Audit Readiness & Internal Controls
3.
Plan & Grow
Long-range scenario modeling, capital allocation, exit readiness, and board communication.
Strategic FP&A Leadership
Monthly close oversight, GAAP alignment and reporting packages.
Accounting & Financial Operations Oversight
Integrated financial models, forecasting, margin improvement, and budget execution.
Modeling, Budgeting & Cost Management
Tax liability management through proactive planning, including entity structuring, quarterly tax projections, incentive identification, owner compensation strategies, and year-end tax optimization
Tax Optimization Services
Treasury operations, internal controls, compliance reporting, and risk mitigation.
Risk & Governance
Buy- and sell-side support, modeling and valuation, LOI and term sheet review, diligence coordination, and integration.
M&A Support
Transformation services—process redesign, tech implementation, cost optimization, and enhanced data visibility.
Systems & Process Improvement
EMPOWER YOUR TEAM. SCALE YOUR ORGANIZATION.
People Operations
1.
Accuracy & Compliance, Every Time
Accurate, compliant, and hassle-free.
Full-Service Payroll Processing
Stay ahead of payroll tax laws and regulations.
Tax Filing & Compliance
Secure, digital, and streamlined.
Direct Deposit & Pay Stub Management
Timely changes to payroll deductions and carriers.
Benefits Administration
Integrated solutions for efficiency.
Employee Time Tracking & PTO Management
We work with leading platforms to simplify your process.
Payroll Software Integration
2.
Attract & Retain Top Talent
Broker and design recommendations along with seamless plan management.
Employee Benefits Planning & Design
Smart benefits for long-term success.
401(k) & Retirement Plan Support
Stay ahead of ACA, COBRA, and other regulations.
Compliance & Reporting
Support in developing policies that work for you and your people.
Handbook and Policy Creation
Support to attract, recruit, and retain the right talent
Recruiting Strategies & Support
Trusted and strategic collaboration on people performance.
Performance and Development
3.
Align, Develop, & Grow
Align people with business goals.
HR Strategy
Forecast demands, identify skill gaps, recruitment strategies.
Workforce Planning
Build culture and leadership from within.
Talent Development & Retention
Drive productivity and engagement.
Compensation & Performance Management
Reduce risk, protect your business.
HR Compliance & Risk Management
