High-quality services tailored to your individual needs
CFO Services
Strategic Financial Planning
Secure capital and actively manage cash flow
Implement and maintain accounting processes and procedures
Assist wit hefficient tax preparation
Maintain Lender and GAAP Accounting Compliance
Prepare and present financial material as needed for investors, the Board of Directors and executive management
Accounting Services
Establish, implement, and maintain monthly closing process
Actively manage Accounts Receivable and Account Payable
Support Collection efforts
Perform timely and accurate payroll processing
Bank and credit card reconciliations
Financial Planning & Analysis
Create financial statement packages tailored to each client’s individual needs
Track and analyze company performance compared to prior periods and budget
Develop and track Key Performance Indicators
Optimize resource allocation
Manage risk and increase profitability
Financial Modeling
Determine company value and identify key value drivers
Develop accurate budgets and financial projections based on Leadership’s input
Facilitate strategic and investment decision making
Pro forma income statement, balance sheet, and cash flow statement preparation
Capital Budgeting
Provide cost-benefit analysis to evaluate new investment opportunities
Control investment process and manage key metrics to ensure objectives are achieved
Efficient allocation of resources to maximize profitability
M&A Process Support
Provide Strategic Planning
Oversee Valuation and Negotiation
Manage Due Diligence Process
Handle Deal Structuring Assistance
Support Deal Execution and Negotiation
Manage Post-Deal Support and Financial Integration
Our Process
Schedule a consultation to learn about your accounting and finance needs
Execute an NDA to protect your data prior to performing work
Review current books and records to provide further recommendations and an accurate proposal
Execute a service agreement tailored to your business with no long-term contractual obligations
Schedule an introductory call with your M&G team to begin the onboarding process
Why outsource your financial services?
Spend your time creating value, not managing accountants
Increase Financial Visibility and Control
Secure capital
Exit Strategy
Be sale-ready
Years of Experience
Cost-Effective
Accelerated Growth
Make the right decisions faster with timely & accurate financial statements
We see things other don’t
Maximize value from your investment in accounting and financial services
Immediate impact….get started today!
