What we do and how we can help

Strategic Planning

 

The strategic planning process can look overwhelming to startups and smaller organizations. We can facilitate a streamlined, understandable planning process that results in a strategy that includes action plans with SMART goals. We’ll also help you identify have to monitor and adjust the strategy as needed.

Fractional CFO and bookkeeping oversight

 

Do you need to know your books are correct and - more importantly - how they can help you make decisions? From designing your workflows to providing you understandable reports each month to helping build a financial department you can trust, we can provide the right level of assistance that you need to run your organization

Professional and personal coaching

 

Whether you are an entrepreneur with a growing company, a middle manager planning your next step, or an entry-level employee trying to make the transition from college to the work world, let's see how we can identify where you want to be and plot the course to get you there!

Learning and Training

 

Do you think you have the right people in the right jobs, but they need some help with some of the technical and soft skills? We can design the right learning path to increase their personal and professional competency.

Professional Speaking and Writing

 

There is no fear of public speaking here! Whether you need a presentation to your professional group or an article on how to talk to a banker, let’s have a conversation!

 

Recent & Upcoming Events

  • March 17, 2022 - Fraud, Delmarva Chapter of IMA

  • March 29, 2022 - Quickbooks Invoice Automation, Method

  • April 28, 2022 - Business Resilience, AICPA CFO Conference, Coronado, CA

  • May 11, 2022 - Forecasting for Improved Profits, Oregon Society of CPAs

  • May 24, 2022 - Business & Industry Conference, Maryland Association of CPAs

  • May 31, 2022 - Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know, Massachusetts Society of CPAs (virtual)

  • July 29, 2022 - Forecasting for Improved Profits, Illinois Society of CPAs (virtual)

  • September 14, 2022 - Private Event

  • September 16, 2022- What Fraud Schemes Exist in Your Organization, Maryland Association of CPAs (virtual)

  • September 24-25, 2022 - CCIFP Exam Overview, CFMA Mid-Atlantic Conference, Cambridge, MA

  • September 28, 2022 - Critical Business Risks - Identifying Your Blind Spots - Mississippi Society of CPAs (virtual)

  • October 11, 2022 - private event (virtual) am and pm

  • October 14, 2022 - private event (virtual)

  • October 17, 2022- What Fraud Schemes Exist in Your Organization - Georgia Society of CPAs (virtual)

  • October 19, 2022 - Forecasting for improved profits - Oklahoma Society of CPAs (virtual)

  • October 19, 2022 - Finance business partnering - Oklahoma Society of CPAs (virtual)

  • October 20, 2022 - Advanced Controller Skills - Oklahoma Society of CPAs (virtual)

  • October 27, 2022 - Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements - Maryland Association of CPAs (virtual)

  • November 14, 2022 - Construction Contractors Accounting and Auditing Update - Texas Society of CPAs, Tyler, TX

  • November 16-17, 2022 - private event

  • December 14, 2022 - Annual Controller and CFO Skills - Georgia Society of CPAs (virtual)