Finance Office

While your subject matter expertise is the soul of your company, and your operations are the body, the finance office is the heart and often lifeblood of the organization.

We help at all levels from monitoring how cash is flowing, providing high-level guidance and analysis, to managing transactional activity, or even finding new sources of funding either from developing new revenue streams, developing synopses for prospective investors, and assisting with deal terms.

We can help in these key areas…

Financial Administration

We’ll keep your books up to date and provide financial reporting to your executive/ownership team. We can do it all ourselves or do part while your internal team does the rest.

Consider these tactical areas:

  • A/P
  • A/R
  • Cash Flow Reporting/Forecasting
  • Payroll
  • Reconciliations (Cash, Inventory)
  • Journal Entries
  • Month End Reporting
  • 1099 Preparation & Distribution
  • Work with CPA at Tax Time

CFO Services

You have someone internally managing the transactions but want to have an objective experienced eye looking over your shoulder. Or, perhaps you are looking for your options for additional capital. Either adding revenue streams, taking on debt, or selling some equity. In all of these cases, we can lend the expertise you need to help see clearly. 

For our clients, we routinely participate in: financial review and analysis, future planning, policy setting, oversight, cost cutting, valuations, business projections and valuations, deal structuring, budgeting, proformas, and forecasting. 

Fund Sourcing

As alluded to in our CFO Services, it’s common for businesses to need additional capital. Are you looking to expand? Are you looking to exit? Might there be a strategic advantage to partnering/merging with another company? Or do you want to take on debt to bridge a short-term need? 

We can help with any of the above to identify exit strategies or fundraising options. We can draft initial investor overviews, identify private investors or assemble investor groups, link you to the appropriate business brokers, and even leverage crowdfunding opportunities. 

Jan is a highly ethical executive whose specialty is integrity. His firm is well structured, very creative and driven to develop and cultivate chosen markets for their clients by superior branding expertise.

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Executive Coaching,TEC/Vistage Chairman/Facilitator

Looking for Finance Support?

We have a team of experts in branding, marketing, analysis, writing, design, development, operations, finance, and more.


Call us: 786 594 0435