Our Financial Advsiory & CFO Services help Business owners increase profit and position themselves for top-dollar exits.

Fractional CFO Services (month-end Accounting & Financial reporting included)

Strategic CFO & Month End Services Included Starting at $4,000

Financial Strategy & Planning
  • Financial Strategy & Planning
  • Business Development Support
  • Funding & Business Growth
  • Strategic Planning & Analysis
  • Reporting & Analytics
Explore CFO Services

Month End AccouNting & financial reporting Services

Starting at $1,500

  • Transaction Processing & Reconciliation
  • Cash Management
  • Reporting
  • Financial Reporting
  • Month-End Close Process
View Month End Services

M&A Projects & Advisory Services

Strategic financial analysis for critical business decisions and transactions. Starting at $4,000

  • Comprehensive Due Diligence
  • Quality of Earnings Analysis
  • Financial Modeling
  • Customized Advisory Services
Explore M&A Services

VALUATION SERVICES

Objective, defensible business valuations for transactions, tax planning, partner buyouts, or internal transitions.

  • Limited Scope & Full Scope Valuations
  • Buy-Sell Agreement & Partner Buyout Support
  • Family Transfers & Estate Tax Planning
  • Transaction Preparation & Ownership Transition
Learn About Valuations

LET’S DISCUSS YOUR GROWTH OBJECTIVES

SCHEDULE A CONSULTATION

“Jennifer has continually worked through complex issues and provided insights for me as a business owner that have helped me make critical decisions when I need to most.”

– Kat McDaniel-Dictch – Chief Innovator & Principal – MEDiAHEAD

“Jennifer is the financial whisperer and wizard who always has insightful viewpoints and solutions. She offers simple solutions that are practical, wise and easy to understand…”

Angela Jia Kim – CEO & Founder – Savor Beauty

Are you ready?

If you are ready to explore how we can help your business to become more profitable book a call here

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