Based on your business goals, we will engage different technology solutions in the background but you will always have a human expert in the foreground.

65% of businesses expect revenue and/or profits to decrease at least 10% this year while 5% expect an increase as a result of COVID-19

Financial Reporting

  • Real-time financial reporting so you can make the critical decisions
  • Drill down and evaluate value function-by-function 
  • Month-end close and account reconciliation by a CPA 
  • KPIs developed by our expertise and catered to your industry 
  • Frequent review meetings to evaluate results, KPIs, and opportunities

Budgeting and Forecasting

  • Project near-term cash flow to make informed forward-looking decisions 
  • Project long-term cash flow for realistic growth forecasts and budgets  
  • Weekly, biweekly, or monthly reporting packages and check-ins with CPA 

Cash Flow
82% of business failures are due to poor cash flow management or poor understanding of cash flow

Bill Pay
Automation can reduce invoice processing time from 20 days down to 3

Bill Pay


  • Automate your AP through AI and the oversight of a human expert
  • Review and approve invoices from anywhere 
  • Eliminate manual invoice entry and check writing 
  • Human expert to make sure invoices get recorded correctly

Process Improvement


  • Accounting experts provide feedback and solutions to eliminate redundancies and find efficiencies 
  • Be audit-ready when banks and investors come knocking 
  • Ensure the perfect marriage of technology and accounting while using GAAP and tax knowledge to meet your organization’s goals

Process Improvment
Workers spend an average of 520 hours a year on tasks that could easily be automated

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