Financial Manager

Our Financial Manager offering provides secure financial operations management by controlling your company’s financial systems and admin support staff.  We extend your reach as a small business owner so that you can focus on your business strategy and operations and we make sure your financial systems and service providers are in sync with your needs so that you can meet your desired growth and return on investment.

How Do We Do This?

Systems Review & Development

Review

We review your current systems and processes and provide an assessment of prioritizations for your approval. Our typical engagement areas follow but we create a customized approach to meet your needs.

Develop

We will work with your current staff on an operating system and develop steps to create greater efficiency.

Educate

We will host accounting and tax education for your staff to provide the most up to date processes and issues.

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Direction

Modernizing Systems and Tools

We evaluate the system and existing process that you have in place and make recommendations for improvement/efficiencies across one or several business/product lines

Forecast and Manage

We forecast and manage your cash flow so that you have a greater understanding of your business and areas of needs moving forward.

Automate

Set up automated billings/reporting process to create a more consistent process give you additional comfort

Reporting

Taxes

We prepare and file of all your tax returns. 

Financial Statements

We build your financial statements for bank covenant, insurance or other needs.

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Unsure if this plan is right for you?
Schedule a free 30 min consultation today!

Location and Hours

Wednesday: 8:30-5:00

Friday: 8:30-5:00

Other Hours by Appointment Only

Mobile: 412-841-0228

Office: 412-407-6926