Our goal at Executive Allies is to help business owners succeed. We believe business owners are more effective when they have more time to focus on growing their business. However, many small to mid-sized business owners cannot justify paying for a full-time CFO or Controller that can cost $100,000 or more. We can help fill this need at a price you can afford. We do this by providing the following on-going services: 

- Training of existing accounting staff
- Manage month-end and year-end close, including
     * Month end reconciliations 
     * Month end analysis of accounts
     * Manage year-end financial statement audit
     * Prepare US GAAP financial statements

- Participate in monitoring activities such as financial report review, journal entry review, or internal control maintenance
- Tax liaison - coordinate tax and compliance return preparation with your existing CPA firm
- Assist with any needed sales tax reporting or use tax reporting
- Develop projections and budgets for upcoming reporting periods
- Manage debt structure and participate in debt negotiations
- Analyze financial data to assist other departments (such as sales, development, or HR) 
- Make critical decisions to maximize revenue streams and make expenses more efficient
- Develop financial KPIs 
- Budgeting and forecasting
- Attend critical meetings with the Board of Directors and/or potential investors

We can also provide other one-time services, such as project management duties for software conversions, upgrading accounting systems, or adding new cloud-based software. 

We customize our services based on your needs, so please contact us to schedule a free consultation.

Executive Allies

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