Concierge CFO and Controller Professional Services (CCC)

Our CCC service helps small to medium size companies to overcome the obstacles they face in growing their company by providing accounting, financial, and tax resources.  We build long term relationships with our clientele to bring integrity, honesty, rigorous, disciplined, and expert advice.

Our team of skilled professionals have many years of experience in working with companies to grow and attain their financial goals.  We have expertise in construction, manufacturing, biotech, entertainment, distribution, real estate development and management, professional services, medical, healthcare, government, and education.  Also in this increasingly global business world, we have professionals that can engage in cross border transactions, restructuring, and investments.

Our services includes the following:

1. Provide financial and accounting leadership to strengthen and establish a firm control on the company’s finances and goals
2. Build accounting systems at a reasonable cost
3. Develop financial statements and budgeting
4. Develop lending relationships with our network of banking partners
5. Develop tax planning solutions to minimize risk and efficiently save hard earned profits
6. Spearhead strategic planning and sales growth ideas
7. Develop exit strategies for owners and managers
8. Introduce to strategic investors, partners, or other professional service providers such as attorneys, consultants, IT specialists
9. Provide retirement and incentive compensation plans for owners and managers
10. Assist in developing HR and legal strategies