What’s Your Story?
You’re a Bay Area business making between $2-20 million in revenue looking for ways to grow, while staying focused on what you love -- not accounting or human resource processes. Choose the stage your business is in to see if we’re a good match, and the results you can expect.



What Your Business Needs
Accounting & Finance
IMPLEMENT accounting/ reporting systems
CREATE budgeting/ forecasting systems
ESTABLISH cash management/control procedures
CONTINUAL refinement of accounting processes and systems
ENHANCE financial/ management reporting systems
MANAGE A/R, A/P and Inventories
CREATE budgeting/ forecasting systemss
FOCUS management reporting on profitability achieving goals
FOCUS on advanced strategic financial analysis positioning for transition
RE-EVALUATE efficiency and utility of accounting systemss
EVALUATE company and re-fine internal protocols
RE-EVALUATE financial positioning for transition
PLAN for financial exit/tax consequencess


CFO & Advisory
ANALYZE and assess capital structure
REVIEW operating performance and cash flow cycles
EVALUATE cost structure
SOLICIT capital markets to raise growth capital
BUILD cash flow forecasting model
ALIGN operating cost structure with forecasted revenues
BUILD cash flow forecasting model
ALIGN operating cost structure with forecasted revenues
EXPLORE potential buyers for exit opportunity
IDENTIFY potential buyer candidates for exit opportunities
IDENTIFY potential acquisition targets and/or strategic partners
EXECUTE changes to operating cost structure
EXECUTE sale or acquisition
IMPLEMENT necessary changes to management team
HR & Recruiting
DEFINE company culture & policies
IMPLEMENT compliant HR procedures & documents
ESTABLISH organizational structure
RECRUIT staff to meet growth goals
MANAGE HR systems and processes
IMPROVE payroll, compensation & benefits structure
MANAGE HR systems and processes
IMPROVE payroll, compensation & benefits structure
MANAGE career paths
REFINE Key Employee development
DEVELOP advanced compensation structures
TRANSITION key executives into leadership
ESTABLISH talent retention strategies
REALIGN employees with new direction

Results You Can Measure
Overhead Costs
Efficiency
Turnover