Creating long-term value for stakeholder.
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Explore our beliefs.
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Find out what we do.
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How we give back.
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Industries we cover for
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Forecasting
Creating or maintaining a rolling or updated “forecast” each month or quarter, vs. a budget, which is typically stagnant and prepared months in advance of the fiscal year start
Budget Creation
Most of our experience is in Income Statement budgeting, but we can layer in a basic Balance Sheet budget, and potentially a Statement of Cash Flow budget, too.
Cash Flow Management
Help review your cash position and set up a basic cash flow management spreadsheet. We work with your team to develop a format and flow that works for your organization.
Month-End Close
High level review on classification of transactions throughout the month to help identify any misstatements.
Year-End Close
Similar to month-end close services, year-end services take a bit deeper dive. We will ensure we have captured all fixed assets you’ve identified, all accounts are reconciled, an
Basic Financial Statement Prep
Income Statement & Balance Sheet are provided as standard. Most small companies rarely use a Statement of Cash Flows and we prefer to avoid creating these unless required.
Review Of Work
Depending on the number and complexity of transactions and your staff’s expertise, this could be spot-checking at month-end or could be providing weekly check-ins.
This goal reflects our growth strategy, our purpose, our core values and our culture of shared success.
Imagine, deliver, and make your
future with strategy.
Creating long-term value.
People Value
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Client Value
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Societal Value
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