Our FINANCIAL MANAGEMENT practice places a customized combination of CFOs, controllers and junior financial personnel on-site at our clients' offices to deliver comprehensive finance and accounting solutions at each stage of a company's lifecycle. We provide strategic and financial planning and analysis, robust reporting to management and the board, and risk management services, and our team has extensive experience in designing, implementing, and managing finance and accounting operations. We help clients address key issues and capitalize on opportunities, and we do it in a manner that helps ensure the long-term health of the company.

We act as interim or short-term CFO and we also provide more basic services for companies that have a full-time CFO. Our team has extensive experience in financings and venture-capital funding, and we assist clients seeking external funding through our deep connections to the Boston venture-capital and angel communities.

Specific services include:
Financial reporting
Financial planning & analysis
Establishment of banking relationship & treasury services
Payroll administration
Funding assessment & options
Financial system recommendations, selection & implementation
General accounting services
  Accounts payable, billing & collections
  General accounting
  Revenue recognition
Policies & procedures
  Expense reporting
  Travel & living policies
  Purchasing guidelines
Evaluation of insurance requirements
Company valuation
Potential exit strategy (including M&A potential)
Due diligence support