Finance transformation
Recommendation and deployment of new accounting systems
Assessment of accounting functions (including finance/operations team)
Business process improvement
Strategic planning
Budgets: Establishing achievable and meaningful milestones with budgets and forecasting
Organizing your company for fundraising opportunities through precise forecasting
Targeting and accessing the best funding resources
Dashboard development
Cash-flow models-Analyzing and increasing cash-flow
Cost reduction including zero-based budgeting
IT Services
Tech Tool Audit and Management
Policy Review, Creation, and Compliance
External Audit Compliance (Disaster Recovery, Data Protection, Training, Other)
IT On/Off Boarding
Network Security, Monitoring and Maintenance
Directory Management
IP Phone Set up and Management
IT Inventory Creation and Management
24/7 Tech Support
Accounting
Payroll
Month end close and reporting (including vendor payments, invoicing, collections)
Monthly or Quarterly Operations meetings/board meeting
Work with your lawyer on stock option admin including cap table maintenance
Work with outside firm on 409A/firm formal company stock valuation
Work with outside firm on State and Federal taxes done
Preparing regular financial reports for the management team
Evaluating and implementing internal controls
Protecting your company’s assets through internal control and auditing
Document accounting practices for audit support
HR Services
New hire on-boarding
Termination off-boarding
Sales compensation planning and company bonus planning
Employee satisfaction surveys
Hiring process improvement
Employee benefit administration
Handbooks and Employee Relations
Talent Review and Succession Planning
Proactive Talent Sourcing
Candidate Pipeline Development
Recruiting
Specialized and Management Search
Career Page Development
Hiring Tools and Technologies
Entrepreneurial
Establish/build accounting functions
Mentor CFOs and Controllers
Support the CEO for key decisions
Review and red-line client Master Service Agreements, Statements of Work, and other Contracts
Quarterly or annual leadership team off-sites
Agreeing and Aligning company key strategies
Company goal setting
Identifying opportunities for expansion and projecting future development