Virtual CFO

An as-needed service giving small business owners access to advanced financial support without having to hire a full time CFO or Finance Manager. These services include:
• Financial and Operational Reporting for management, investors or Board members

• Budget preparation and variance analysis throughout the year

• Cash Management

• Cost Management

• Strategic Planning

• Financial Modeling

• Creating systems, policies & procedures

• Business Valuation


Divorce Financial Analysis

A service providing financial analytic support to mediators and their clients going through the divorce process. This is performed either in the capacity of financial neutral or in support of a specific client. Depending uponthe nature of the case, services include:

Lifestyle Analysis

Separate Property Tracing

Business Valuation

Stock Option or RSU apportionment