Frequently Asked Questions

Do you provide CxO services?

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Yes. We provide CEO, COO, CFO and other CxO category services.  The focus for many of our founding partners over the past several years has been CFO consulting services.  We, however, have been keenly aware that CEOs of for-profit and not-for-profit organizations realize that an interim fractional or part-time CFO is not always the best solution for every business need.  Many CEOs of startups to mid-sized organizations will admit they wear too many hats.  They not only need the right solutions for their organizations, but they need the right person or group with the experience to assess the need, find the gaps, and to develop and implement the best solutions. That is why our new focus goes beyond traditional outsourced CFO work...and why a national network of trusted partners is vital to the success of our clients and prospective clients.  Our team has experience as CEOs, CFOs, COOs and other C-Suite individuals.  In addition, our national network of "Strategic Alliance Partner Firms" specialize in areas that include IT, HR, process re-engineering, cyber security wealth management, M&A, financing, insurance and risk management solutions and more.

Do you provide audit, tax preparation or similar services that are usually provided by a CPA firm?

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No. However, we can provide assistance to the audit process, tax strategy work and other services that do not require an independent CPA.  If you need an audit, CPA review, or tax preparation...we can provide some good contacts for you to consider in your geographical area; trusted advisers that our clients have used in the past.

Give me an example. How you have helped your clients in the past?

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Our team has worked in the past as full-time, interim and/or fractional CEOs, CFOs, COOs and other C-Suite positions where we have quarter-backed, managed or implemented strategy and solutions in a wide range of industries.  We have managed company turnarounds, led private equity-backed companies, and helped both publicly-held and private organizations.  Our team of professionals has worked with publicly-traded companies and private organizations (for-profit and not-for-profit). 

At a CFO level we provide, manage or quarter-back accounting services, controller services, risk management, investment analysis, New Market Tax Credit work, ERP implementations, business loans, refinancing, factoring, working capital loans, strategies increasing cash flow and company value, cash flow, budgets, forecasts of cash flow/profit & loss/balance sheets, system integrations, process improvement, implementation of paperless invoice and bill processing, accounting system rebuilds, business strategy, operational strategy and more. 

Our Professionals with CEO, COO, and related skills can assist your organization from top to bottom (see examples here). As we grow our national group of strategic partners, we now can also help our clients and potential clients in many other ways. For more information on our Executive Team, click here.