• Evaluation of the current state of financial data, reporting and operational systems
  • On-boarding to our secure cloud-based system
  • Development of weekly, semi-monthly and monthly financial reporting deck  
  • Profit and margin analysis, job, department, teams, services
  • Expense reporting and analysis
  • Monthly or quarterly data entry and bank reconciliations
  • Paperless bill pay, approvals and payables management
  • Cash flow management, Forecasting and CAPEX planning
  • Account receivable management & collections services
  • Establishment of budgeting and controls processes
  • Change management

HR Admin Support

  • Payroll administration
  • Employee benefit programs administration
  • Insurance programsdevelopment and implementation

Operations / Compliance

  • Financial strategies for growth, turn around and sustainability
  • Supervision of inventory systems and support with new technologies
  • General business operational strategy and implementation
  • Consulting on vendor and customer agreement
  • Review and analysis of insurance policies


  • Systems consulting and setup 
  • Evaluation and vetting of platforms and apps 
  • Implementation and integrations
  • Financial data analysis and dashboard creation 
  • Supervision of inventory systems and support with technology on an ongoing basis
  • Troubleshooting and support