Services

Business Financial Services

  • Fractional CFO Services
  • Financial Modeling
  • Financial Planning and Analysis (FP&A)
  • Comptroller
  • Bookkeeping
  • Accounts Receivables and Payables
  • Monthly, Quarterly, Yearly Close and Reporting

Sales Operations

  • CRM (Salesforce, HubSpot) Design
  • Sales Automation
  • Sales Performance Tracking and Reporting
  • Sales Compensation Design
  • Sales Process Mapping and Workflow Design

Business Backoffice

  • Fractional COO/CTO Services
  • Human Resources
  • Payroll
  • Procurement
  • PEO Evaluation and Selection

Systems Planning

  • Financial System Selection
  • CRM Review and Selection Process
  • Owner’s Representative in Managed Services Contracts