Comprehensive Financial & Operational (CFO) Assessment

We will bring your company’s picture to life and provide you with a roadmap

  • Interviewing key personnel to assess roles, responsibilities, and job descriptions as well as interaction with other personnel and departments
  • Evaluating processes in the accounting function to streamline, close gaps, and identify redundancy
  • Assessing your accounting system & internal controls
  • Considering financial statement structure to provide accurate, useful reporting


Let us do the tedious busywork

  • Paying bills
  • Making deposits
  • Staying on top of receivables
  • Performing bank reconciliations
  • Providing necessary financial and tax information to the business owner and/or tax preparer

Profitability Analysis

We can help you with cost control and profit improvement

  • Budgeting, forecasting, and preparing internal financial statements
  • Financial planning
  • Working side by side with your management team
  • Building banking relationships
  • Acting as your liaison to outside CPA firms

Financial Growth Strategy

Not growing financially? We can help

  • Clearly understand your financial position
  • Identify ways to run your business more profitably and more efficiently
  • Sharpen your business strategy
  • Develop and implement processes and procedures to help improve operational efficiencies
  • Make recommendations that can increase your bottom line

Contact Us

(973) 897-0650

We serve businesses nationwide

M-F: 8am-5pm, S-S: Closed