How We Work Together

We're Part of Your Team

We assign our staff to your account based upon the services you need from us.  We use proven technology and industry best practices to deliver quality financial information quickly and accurately.

We work remotely and communicate with you via email, instant messaging, virtual conferencing and telephone.  You can see what we are working on via shared access to your accounting software and productivity apps we use such as Asana and Dropbox.

Getting Started

Getting started is easy.  At the end of our first call we'll ask to schedule a second one to do some discovery on your current needs and ideal solution.  We'll synthesize that into a proposal and demo.  We offer fixed monthly subscriptions so you know exactly how much you are paying.

Once we are engaged our first order of business will be to clean up the books, introduce streamlined processes and deploy our cloud platform.  This usually takes 30-90 days.  During that time we'll also be taking over various transaction processing.  You'll get immediate relief from tedious financial tasks, freeing up time for you to focus on growing your business.  

Growing Your Business

As we settle into a regular rhythm of managing your financial operations, we will likely spot opportunities for you to improve sales, cash flow or profits.  We'll share those with you and are available to take on projects that support your growth. 


Here are just a few projects our customers have asked us to perform recently:

Debt and equity fundraising assistance

Marketing spending effectiveness analysis

Due diligence support

New product launch financial justification

Customer profitability analysis

Supply chain review

Product profitability analysis

Operating expense review

Insurance review

Integration of external system to general ledger

Contact Us for a Free Consultation

248 Main Street, 2nd Floor, Chatham, NJ 07928  |  Tel: 908-264-2220 x110

Contact Info

908-264-2220 x110

248 Main Street

Chatham, NJ  07928

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