Collaborating With Your CPA


How We Work With Your CPA


We believe in becoming a trusted, strategic member of client management teams, working in tandem with financial strategic partners, such as CPAs and bankers. This partnership is not limited by specific functions, but instead encompasses a multifaceted approach to help businesses reach their goals.

A Collaborative Approach

In partnership with other members of an organization’s financial team—ranging from CPAs to payroll administrators—a CFO oversees a company’s financial activities and operations. We take on the role of internal strategist, addressing short and long-term goals, improving cash flow, and identifying risks and opportunities, helping clients achieve overall financial health.


Process & Services

How We Add Value

We understand you’d rather focus your time and energy on acquiring and retaining profitable customers. You’ll be matched with a dedicated CFO to manage the three key areas of your business: cash flow, reducing business risk, and scalable growth.

Exit, Transition, and Succession

Every entrepreneur should have an exit plan, yet many exit their companies without one, which can create costly complications. Leaving your company should be as well-planned as starting and building your business.

How We Operate

Many of our services help companies improve internal cash flow and profitability. Our targeted approach helps business owners operate with maximum efficiency.

Getting Started

For your initial meeting, we’ll send one of our top people to your office to talk to you about your company. We’ll assess what is successful for your business and provide a comprehensive overview of your company’s risks and opportunities.

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