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Money, finance & legal

Accounting reviews & reports

We can work with your internal and external team to develop bookkeeping & accounting AP processes. We can help determine what your monthly financial accounting data package should look like. Then we can help track, analyze, and summarize financial reports such as balance sheets and income statements, and provide you insights for informed decision-making and financial transparency.

Resource allocation & budgeting

We can help you develop a company budget that aligns with your past performance, and your company’s priorities, and facilitates your spending in the areas of your business you decide are most critical to execute your strategic plan effectively.

Financial remodeling

We can restructure your financial model, so it better aligns with your objectives, enhances your financial performance, and ensures fiscal resilience, greater agility, and increased profitability.

Collections & cash management

We can create and document clear procedures, communication strategies, and technology integrations to improve your cash collections. 

Legal

We often help our clients find and manage outside attorneys. We can also help create the pre-lawyer agreements and review contracts while managing legal matters from the business side.

Acquisitions

We can explore possible acquisitions and assist in negotiating them. We can also bring together and partner with other strategic partners to support these efforts.

Our operations solutions

Strategic planning

Coaching & advising

Business projects & project management

Staff & team development / human resources / HR related

Operations & process improvement

Revenue growth

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