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We pride ourself on being able to offer a personalized and whole-istic service model that aligns with your unique needs. Our insight and support promotes understanding and prosperity. We are mindful of scalable and sustainable practices rooted in a fundamental mindset.
Service
Service
Advisory Board
Audit Liasson & Support
Controllership
Monthly Accounting Oversight
Financial Reporting
Diligence
Tax: Federal, State, Local Compliance Management
Staff Training & Development
Procurement
Solution
Solution
Part-time CFO
Interim Controller
IPO Readiness Team
Merger & Acquisition Integration Support
Project Management
Quarterly Review Meetings
Budget vs. Actual Analytics
National & International Expansion
Sounding board
Strategy
Strategy
Business Plan Creation
Formation
Cash Flow Management & Optimization
Fundraising
Hiring
Tax Code Navigation
Lender Relationships
Business Growth
Cost-Benefit Analytics
System
System
Process: Establishment, Review, Improvement
Internal Controls
Technology Assessment & Optimization
Software Implementations and Administrative Support
Automation through API Integrations & Data Feeds
Policy & Procedure Documentation
Corporate Records Retention
ERP Upgrades and module add-ons
Governance
These 360 Finance spheres shape the breadth of areas we work on with clients of all sizes and circumstance. Within each dropdown, a non exhaustive list is provided, with highlights of our wheelhouse.
We welcome the opportunity to explore synergy.
Have something in mind that you didn't see on the list or are having a mental-block on where to even begin?
We get it! Financial tasks can be daunting, no matter the scale. It is nuanced. We're here to provide the expertise, second set of eyes, and guidance.
Reach out to set up an inquiry session and discover how adding 360 Finance to your team will bolster your success.
From Sole Proprietors to Unicorns, our client base is diverse and spans many industries and sectors. We tailor our engagement to align with and accomplish goals. We are specialized and able to customize our offerings accordingly.
We work with Executives and Entrepreneurs who need help on an intermittent basis with an impact that is everlasting.
We compliment Finance and Business Development VPs and work alongside Attorneys, Enrolled Agents, Tax Return Preparers, and Bookkeepers.
We collaborate with back office teams and DIY owners when ad hoc projects arise and the day-to-day operations must continue to flow seamlessly.
We leverage a virtual working environment that lends itself to productivity and efficiency.
We aim to educate and empower business owners; alleviating overwhelm brought on by the amount of finance items for which they are responsible.
Crystal clear vision and foresight is applied throughout our engagement to optimize ROI.
We mentor and coach to ensure an enriching experience.
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