Creating Answers
Financial Clarity...
for Small Businesses, Not-for-Profit Agencies, Individuals and Families.
Chief Financial Officer Services
Stacey Powell
Chief Creative Officer
Shawna Fitzgerald
Director of Strategy & Planning
Our monthly financial counseling service might serve you well. We offer both in person and telephone based sessions. Each and every month we will look at your numbers. Through this process, we'll utilize the numbers to identify what's working and where to focus next.
A small, but growing business?
As our clients grow, so do their needs. For businesses with two to twentyish employees, our services become tailored to your needs. Our most important service is our monthly meeting where we emphasize forward focused services including cash flow projections, cost analysis, pricing structures and budget management.
Hovering around $1,000,000?
As clients pass the $1,000,000 mark, our focus shifts to building long term sustainability and capacity building. We ensure that a transition plan is in place for a strong internal finance department. We know we're successful with this client group when the client hires their own Chief Financial Officer.
Not for profit services
For Executive Directors who are seeking a strong financial professional to be a part of their team, look no further. We have extensive experience working with a variety of not for profit organizations in the areas of cash flow management, grant reporting, functional expense systems and much more. As staff and board members transition in and out of an organization, we provide a bridge of institutional knowledge.
Other Services
For our clients only, we offer affordable payroll, bookkeeping, grant reporting and bureaucratic filing services.
