Skip to main content

Building Strong and Reliable Business Strategies that Ensure Long-Term Success

Our firm partners with small businesses, NGO’s, Special Districts and government agencies to improve their bottom line over the short and long-term. We work alongside our clients’ team to build strong accounting and compliance systems by providing “Full Cycle Financial” and Business Advisory Services through a “Contract Controller/CFO” engagement platform. Through strategic planning efforts, we are able to meet both your current financial goals and strengthen long-term sustainability.

As a full-service company with a diverse background, we work on a 1 to 1 basis with clients to provide specialized services and ensure that we meet each of their specific needs. The services we offer include but are not limited to; business advisory services, financial compliance, accounting and system development, and grant administration and compliance.

Together, let us help better your business’s financial legacy.

Accounting and System Development:

  • full-cycle accounting needs
  • year-end close accounting needs
  • accounting system development
  • internal control, financial best practice policy, and manual development

Financial Compliance:

  • financial and Single Audit year-end preparation services
  • annual ICR OMB and CalOES specific and compliant proposal documents

Grant Administration and Compliance:

  • full grant (accounting, invoicing, reporting, budgeting and forecasting, and project management) administration and compliance services
  • RFP/RFQ development, compliance and management services
  • contract development services as related to and in support of project work

Business Advisory Services:

  • budget and forecast modeling toolkits
  • initial business and annual/prospective strategic plan document development
  • development of financial presentation materials including Dashboards