We recognize that some small to mid-sized businesses may not have the extensive financial structure to provide for the reporting or control requirements that are ever becoming more complex and demanding or they are, at times, in need of short-term targeted expertise as they grow. We know who we are, our capabilities and the industries in which we can provide high quality expertise. We focus on the manufacturing, engineering and distribution industries while choosing to not participate in those industries such as financial services, healthcare, IT and retail which require specialized awareness of regulatory requirements, accounting standards and process flows of which we lack the appropriate levels of knowledge and expertise.
Target Matched Engagements
We target match our expertise with the required needs of the client through an internal acceptance process to ensure a mutually beneficial engagement and a high potential for success.
Part-Time, Interim or Project Support
We are equipped to offer services based on the needs of our clients which may range from long-term part-time support for those companies seeking fractional CFO engagements to those engagements with targeted project objectives. In this connection, our intent is not to become a long-term integral resource of our client’s business but provide our clients with the expertise they require, during those times of greatest need. Through this approach, we strive to maintain that relationship and continually build an understanding of the environment in which our clients operate, their processes, and their company culture. This affords us the knowledgebase to continue the ability for future engagements.
Service Delivery
We recognize that we are operating in a dynamic environment with shifting guidance from the CDC and varying comfort levels of our clients. Although our preference is to work on site with the necessary precautions, at least periodically, to foster relationships and deepen our understanding of our client's business. Respecting the guidance and comfort levels of our clients, we are flexible in creating an optimum interactive relationship.