READY TO MAKE MORE MONEY?

MORE PROFIT? YES, PLEASE.
We’re here to make that happen.
We have experienced fractional CFOs and bookkeepers who work together on each project from beginning to end.
Learn more about our three step process below.
THE PIVOT PROCESS

Whether a business has grown exceedingly fast, or is struggling to stay afloat,
we can always pinpoint the financial steps that have been affected, directly & indirectly.
By identifying those areas and improving them, we make sure you’re making the most money you can.
Sometimes that means we have to get in
and fix two years worth of financials.
Challenge accepted.
Other times, it means we need to completely
restructure your bookkeeping system.
Again, challenge accepted.
We’re here to do the deep dive, while you stay focused on the areas you rock at.
And then we stick along for the ride. Read on to see what we mean (or skip ahead and give us a call!)
phase one:
ANALYSIS
THE
NUMBERS
Companies that grow quickly in a short window tend to outgrow their team without even noticing. To make sure you can rest easy, we assess your financial reports, bookkeeping, internal processes, and your team. Then we create a detailed assessment and action plan to get your books and team where they should be.
phase two:
MAKE
THE
RENOVATIONS
We can’t bring ourselves to walk away from anything that makes our eye do that twitchy thing. So this is where we roll up our sleeves and get started on our action plan. Consider this a clean slate for future business and growth.
phase three:
MAINTAINANCE
(virtual fractional CFO & bookkeeping services)
Whether or not you’ve got an internal accounting team, we help you stay on top of your financial goals. Our team of virtual bookkeepers and fractional CFO’s are here to maintain your books, provide monthly reports, and stay regularly in touch with your business.
“Her entrepreneurial spirit combined with her professionalism and intelligence enable her to accomplish a wide array of initiatives. Pam has high ethical standards expects the same of others. It is a pleasure to work with her.”