Finance and Technology Consulting Services

Strategy and Operations

• Financial Oversight and Leadership Support

• Growth Optimization

• Business Process Innovation and Optimization

• Team efficiency and effectiveness analysis / optimization

• Project Management

Financial Planning & Analysis

• • Budgeting

  • Forecasting

  • Cash-flow planning

  • Month-end reporting

  • Variance-to-plan analysis

Accounting

• • Accounting systems set-up (quickbooks, xero etc.)

  • Account Payable and Receivable Management

  • Payroll - Setting up and managing payroll

  • Reconciliations (cash, credit card, crypto etc.)

  • Month-end close process

  • Accounting Process Optimization

  • Balance Sheet and Income Statement Schedules

  • Technical Accounting Memo