What We Do
Our team has over 15 years of experience supporting financial systems and providing accounting and technical consulting. And with support from our network of business partners, we deliver a wide range of specialized disciplines and provide a broader vision to the clients we serve.
We find sharing past challenges can help communicate our approach. Below are a few projects we undertook. Perhaps you will see some of your own organization’s needs reflected there. (More details to come)
We've helped distribution companies create a seamless network of systems to support their sales, and are active in helping companies adjust in the fluctuating world of the cannabis industry.
We've helped structure start-ups and newly formed small businesses in the health care and legal industries, planning and building their financial structure from the ground up.
We've worked with charter schools to understand how to project their funding from the State. More details to come soon.
We've helped not-for-profits navigate the stringent tracking and reporting requirements unique to that type of organization, including structuring of internal controls and funding development.
We've helped real estate companies and fundraising groups plan and implement CRMs such as SalesForce to connect and support the various stages of their sales processes.