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Learn How Digital Technologies Can Boost Business! 

CFO Services

Virtual CFO Services

We have more than 40 years combined CFO and executive experience. We provide customized services to meet your requirements. Our clients include start-ups and midsized companies up to and including SEC reporting companies. We can help you prepare a capital structure to raise funds for your company, for projects, or to create a framework for a budding public enterprise.
Public Company Support
Our owners started and ran two public enterprises from scratch. Our expertise in public finance developed out of those entrepreneurial efforts. Our goal is to help keep equity in the hands of creators, not the legal and financial service providers on whom you can easily become dependent as you enter the public or venture capital arena. We help you hone the skills needed in advance of keys encounters. It will save you money and help you maintain control. 
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Start-Up and Business Support
Starting or running a business is all consuming. We can help you keep financial operations tight and establish controls and reporting systems that support strategic action. If you are disciplined you can plan to make money, yes plan to make money. It does not just happen. You need to "capture" profits and deploy them wisely.
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Small Business Accounting

We provide remote accounting and bookkeeping services for small to medium size businesses using cloud-based solutions. This enables you, your team or anyone you authorize to access records or reports using any browser.
Screen Sharing Support
The most efficient way to collaborate in real time and generate new ideas. We provide support, share information, and solve problems remotely by sharing screens whenever needed. We are never more than a click away.
Encrypted and Secure
We use the latest technology to ensure your files are always kept safe. By ensuring your data is encrypted, it appears scrambled and unreadable to anyone trying to access without permission. 
 
Anytime Anywhere 
Your records are available to you, your team, or anyone else you authorize, regardless of their location.  We have years of experience in utilizing cloud based technologies to provide a quick and complete picture of all your business activity anytime, anywhere.
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Personalized Service
We develop a unique approach to serve each of our clients' specific needs. This forms the basis of our service minded ethics, which our clients appreciate. We are big enough to handle any job, but small enough to know your name when you call.
Broad Experience
We help clients develop best practices to manage and secure their data. Our clients range from large family offices with multiple companies, to small businesses with a few employees. Our clients are in real estate, entertainment, equestrian, psychotherapy, technology, law and other businesses.
Small Business Accounting

Real Estate Workouts

The first rule of workouts is to gather and analyze data quickly so you can make decisions. Time is rarely on your side. We can help get to the heart of the matter so you see your options clearly.
Gather the Data
The first task is to assemble the strategic legal and financial 
information that defines your situation so you can get the key advice you need. We can help you gather, interpret and share these resources with the stakeholders so you can make sense of things.
Make a Plan
Once you are armed with information and analysis, you can convene stakeholders to evaluate your options. It is not always easy. Workout decisions are wrenching. It is tough to cut your losses in a timely way if you need to reorganize or retreat from a venture with a significant investment. We have the experience to help.
Client Types
Our clients are lenders, companies, developers and investors. We offer an outside perspective. We can train and/or support staff with a fresh unbiased view. We bring an integrated set of legal, financial and technical skills and a strategic framework for decision making. We are a catalyst to overcome a natural tendency to hesitate.
Real Estate Workouts

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