OUR SERVICES

We design outsourcing or co-sourcing relationships that incorporate functional experts and strategic professionals into customer teams to achieve efficient management of back office functions.

We free you to focus on what you do best – serving your customers and building your company. 

ACCOUNTING
FINANCIAL ADVISORY
FRACTIONAL CFO
HR/IT OUTSOURCING

Accounting

From small business to enterprise, we have your accounting needs taken care of.  Our partners provide you with insights and information to help you make strategic accounting decisions to propel your business forward.
 

  • AP/AR Processing

  • Payroll

  • Month-end Close Procedures

  • Financial Review & Strategic Planning

  • Custom Reports and Dashboards

  • Business Application Integrations

  • Pre-Audit Engagement Services

  • Project Accounting & Management

  • Cash Flow Analysis and Budgeting

 

 

Tax Compliance &
Tax Planning

Strategic tax planning and execution are the keys to tax minimization.  Our experience and expertise will position you to maximize your business returns and minimize your tax liability. 

  • Business & transaction planning and structuring

  • Implications on individuals of taxes passed to them from ownership interests

  • Evolving tax regulatory changes at federal, state and local levels such a sales and use taxes

  • Tax implications in response to COVID-19   

 

Financial Planning & Consulting

Understanding your business financials is crucial for making strategic business decisions.  We can turn confusing figures into digestible and actionable numbers to help you know more about your staff customers and operations.

 

Fractional CFO

You benefit from our extensive experience of working with growth businesses, without the high costs, hassle, and risk of finding a full-time Chief Financial Officer. As well as expert financial advice, we can act as a mediator or counterpoint for you and your board. 

 

HR Outsourcing

Engaging with our outsourced HR partner, Insperity, provides comprehensive HR solutions that enable owners and management to focus on growth and opportunity. 

  • Cost-effective employee benefits to enhance the ability to attract and retain employees

  • Daily HR administration and payroll management and execution

  • Employer HR liability management

  • End-to-end government compliance

 

 

Information Technology Outsourcing

Our outsourced IT partner, Advanced Network Solutions, provides our clients with stress free IT management. 
 

  • Customized IT plan and budget

  • Technology management utilizing a team-based approach to service and delivery

  • Strategic business partnership focused on appropriate risk identification and management

 

 

Data Analytics

Our Data Analytics partner, Nashville Analytics, helps business leaders leverage data assets to drive strategic decision making, process optimization, and product market fit.

  • Data Driven Strategic Planning

  • Visualizations and Dashboards

  • Modeling and Spreadsheet Optimization

  • Customer Insight Design and Analysis

  • Business Process Optimization & Automation

 

 

Sales Training

Our partner, The Boyens Group, Inc. helps owners and management grow revenues and increase the valuation of their business by delivering a comprehensive curriculum of sales training and coaching.

  • Business Strategy

  • Business Development

  • Sales Leadership

  • Lead Generation

  • Prospecting

 

 

Marketing

Our marketing partner, Pilea Marketing, can boost your marketing team efforts by providing marketing analytics, content and digital marketing expertise.
 

  • SEO

  • Content Marketing Strategy

  • Social Media Strategy & Management

  • Google Analytics

  • Local Google My Business