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Agile Accounting & Advisory

We are driven to MIND your business A UNIQUE APPROACH...CUSTOMIZED TO FIT Innovative—How we work Tech Forward—How we play YOUR SPECIFIC BUSINESS AND NEEDS. • Client-centric business part- • We bring the best tools to We go on a discovery mission to determine what nerships are our passion the party you need and what your goals are. We help you prioritize and together we decide your optimal • Outlining a roadmap to suc- • Use Cloud-based, integrated service level and how we can best serve your busi- cess based on your busi- software and apps ness. Services can scale with your business or be ness needs and goals is key reduced as needed. • Set you up with the best fit • Straightforward pricing • Implement and train so you • Adding value is our forte • Flexible, and adaptable to gain superior results from our services changing needs • Reduce risk and worry • Fractional team saves you • Improve your processes money and headaches Minimize taxes Increase profits • Look for all possible deductions • Analyze all expense line items • Determine if special credits apply—R & D, general • Find opportunities for increased efficiencies, cost business, etc. savings and reduced waste • Determine optimal treatment of assets, intangi- • Strategic planning guidance for pricing, revenue bles, internally developed software increases, and optimizing client, product or ser- • Cost segregation studies if warranted vice mix • Industry benchmarking, KPIs, etc. to compare

M inimize taxes I ncrease profits N avigate change D ecrease stress A UNIQUE APPROACH...CUSTOMIZED TO FIT Tech Forward—How we play Innovative—How we think YOUR SPECIFIC BUSINESS AND NEEDS. • We bring the best tools to • Client-centric business part- We go on a discovery mission to determine what the party nerships are our passion you need and what your goals are. We help you prioritize and together we decide your needed • Use Cloud-based, integrated • Outlining a roadmap to suc- service level and how we can best serve your busi- software and apps cess based on your busi- ness. ness needs and goals • Set you up with the best fit • Implement and train so you • Straightforward pricing • Adding value is our forte gain superior results from • Flexible, and adaptable to our services • Reduce risk and worry changing needs FRACTIONAL CFO & FINANCE TEAM CONTROLLER SERVICES ACCOUNTING DEPARTMENT We are your on-call analyst, CFO and treasurer. As We oversee and train accounting staff, review We do it all, or supplement your team’s accounting, your outsourced Finance team, we provide cash books monthly, quarterly or annually and provide including tax payments, bookkeeping, reconciliations, flow management, financial metrics, profitability standard reporting—Balance Sheet, Income billing, accounts payable. We set you up to optimize analysis and a framework for strategic planning. Statement, Cash Flow Statement. technology and provide the most effective, efficient processes and communications. Navigate change Decrease stress • Having a trusted partner looking out for your best • Reduced risk of fraud, audit, and tax issues interests is invaluable • No more hiring, training, firing, worrying • Confidence in accurate and timely financial • Assistance handling changes in business environ- ment or broader culture/society and it’s impact on data/reporting and updated accounting system your business and apps • Ready-to-go advanced financial reporting for • Guidance on planning options, cost/benefit, and im- any financing, compliance or regulatory needs plementation

We are driven to MIND your business Agile Accounting & Advisory Decrease stress • Reduced risk of fraud, audit, and tax issues • No more hiring, training, firing, worrying • Confidence in accurate and timely financial data/ reporting and updated accounting system and apps • Ready-to-go advanced financial reporting for any financ- ing, compliance or regulatory needs