Our Services

Located in Newbury, MA, our team is experienced in providing onsite support to clients in the North Shore Area of Massachusetts as well as remote support to clients based throughout country.  

As our client, we will provide you with a customized service offering based on your unique business needs.  Whether you are looking for CFO advisory services, a hands-on Controller, bookkeeping assistance, or some combination of all three, we can work with you to find the right balance of support for you and your team.  A sampling of our services include:

• Consult with you and your leadership team in the review and interpretation of financial results

• Execute monthly close & generate easy-to-understand internal financial statements

• Create and maintain monthly, quarterly, or annual budgets

• Manage cash flow forecasting

• Assist in payroll processing and benefits management

• Coach in-house accounting team members on best practices

• Liaison with banks and lenders to obtain or renew financing

• Work with existing CPA to ensure tax filings are accurate and on-time

• Partner with external auditors to execute annual audits

• Update your existing accounting systems and procedures

• Assist with implementation/transition to a cloud-based accounting solution