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Financial Reporting

Our company can help you with budgeting, forecasting, and planning as well as managing transactions and bank relationships. We can also act as your organization's liaison with your tax or other financial professional so that you don't need to worry about the details, and can keep peace of mind knowing that everything is up to date and current.


If you're a smaller company, the Traveling CFO can assist you with more basic monthly maintenance of accounts. Additionally, we can help you to stay on top of your accounts receivable. We work with vendors to analyze cost measures that help you optimize your savings. We have years of experience tracking time and billing and breaking out the different costs associated with sales.


Have a financial or accounting issue you need help solving? Our company can help assess your financial profile and analyze to help make your organization more efficient so you can focus on your area of expertise.

Human Resources

Implementation and maintenance of 401k, HRA, and FSA plans. We work with your payroll company to manage employee time as well as internal policy and procedure development. Additionally we have had experience in evaluation of insurance policies for cost savings.

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