What We Do

For the startup

• All your administration(that’s all your paperwork)
• All your accounting(that’s clients and vendors)
• All your tax reporting (nearly bulletproof financials your CPA {or ours} can use to prepare accurate, audit proof (well, almost) tax returns

All systems put into place within a three (3) month time period and then we are gone. If you wish us to stay longer, we can remain as Interim Virtual CFO for up to a year. If a mutual “marriage” is desirable, Virtual CFO and/or Board Member. (See specialty services).

For the established firm

• A “tune-up” (a thorough review of your systems)
• Wish List Consulting (A needs analysis where you tell us what you want to do but don’t know exactly how to do it)
• All financials brought up to date for bankers, investors and, the tax people.

Specialty Services

The Virtual CFO

Allows you to concentrate totally on building your business, giving you more time with the family, for life, or attaining whatever goal you had when you started your own business. We cannot guarantee a totally smooth ride but we can flatten out many of the bumps along the way. We can also help you find financing for operations, growth, mergers & acquisitions, partner buyouts, real estate, equipment, machinery, construction and renovations costs.

Shoebox Accounting

Alas, the proverbial filing system of harried new (and not so new) business owners, a paper history of where the money has gone and (hopefully) a record of what money has come in. Each year, the tax people want to know those figures since they are regrettably a partner in your enterprise. Sometimes, the shoebox or whatever filing system you use accumulates over years and the numbers remain in your head. Of course, you have a good idea of how you are doing (you may or may not owe taxes, you are not really sure) but, unfortunately, the tax people (and bankers and investors, etc.) need to see it on paper or at least an electronic version. At an often inappropriate time, letters from the tax people start arriving; those accumulate until they become a heavy weight (the 800 pound gorilla) depriving one of peace of mind and often, sleep. We can help! (See “for the established firm” above).

Personal Financial Assistant

“Where does all the money go?” A question often asked by busy people.

An abundance of personal financial software, desktop and cloud, is available these days for those who want this question answered. For those who don’t have the time or enthusiasm to use these systems, we can help you. We have worked with busy professionals, high net worth individuals and families. We connect with your other advisors as needed to help you maintain control over your financial affairs. Peace of mind, a feeling of control, knowing exactly where the money is going and making course corrections as you wish.

Other Smart Start Offerings:

Support for:

Registered Investment Advisors Certified Financial Planners, Certified Public Accountants and Attorneys. Support for the firms, for the principals and for their clientele. Family Offices. We offer value added services for their clientele. 4 AND 5 STAR UPPER CLASS RESTAURANTS OFFER SPECIALS DAILY THAT ARE NOT ON THE MENU. If you do not see what you want listed, ask. If we can’t offer it, we likely know someone who does.