SERVICES
Accounting
CFO & Advisory
Fractional CFO services
Cash flow forecasting
Budgeting and annual planning
Financial modeling
Profitability analysis
Cost reduction and margin improvement
Core Accounting & Bookkeeping
Monthly bookkeeping
Bank and credit card reconciliations
Accounts payable management
Accounts receivable management
Chart of accounts setup
Cleanup and Catch-up bookkeeping
Financial Reporting Services
Monthly financial statements
Management reporting package
Budget-to-actual reporting
KPI dashboards
Department, location, or project reporting
Finance
Capital Readiness Assessment
Financial statement review
Cash flow analysis
Debt capacity analysis
Collateral review
Existing debt and covenant review
Debt Placement / Capital Advisory
Lender matching
Loan package preparation
Outreach to banks, private lenders, family offices, credit funds, and alternative lenders
Negotiation support
Acquisition Financing Advisory
Deal structure review
SBA/private credit comparison
Debt capacity analysis
Lender package creation
Social Media
Social Media Strategy
Competitor analysis
Target audience research
Brand voice and messaging strategy
Campaign planning
Social Media Account Management
Posting and scheduling content
Community engagement
Comment and DM monitoring
Monthly performance reporting
Influencer & Creator Marketing
Influencer research
Micro-influencer outreach
Local creator campaigns
UGC creator sourcing
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