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your CFO partner for your growing business

We provide strategic CFO, Controller, Bookkeeping, and HR services to business owners and CEOs seeking the expertise required to scale effectively. From accurate budgeting and enhanced financial visibility to high-impact financial strategies, our team delivers the insight and support needed to drive sustainable growth and realize your full potential.

INTRODUCTORY CONSULTATION

Dedicated to You

STRATEGIC PLANNING SESSION

Committed to Quality

services

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fractional CFO

  • Provide strategic and financial guidance

  • Prepare organized and timely financial reporting  

  • Implement proper processes and procedures

  • Integrate financial function into the operations of the business to allow data-driven decisions

  • Develop financial dashboard and financial key performance indicators (KPI's)

  • Oversee finance and accounting staff

  • Develop company budget process and budget

  • Provide monthly variance analysis based on budget

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accounting services

  • Clean-up historical accounting records

  • Organize the Chart of Accounts

  • Improve accounting from cash basis to accrual basis of accounting

  • Provide bookkeeping services including: reconciliations of company bank, credit card and other key accounts

  • Categorize transactions and prepare necessary journal entries to post to the general ledger

  • Manage receivables and payables

  • Perform month-end close procedures 

  • Prepare monthly financial statements and perform key analyses

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process & procedures

  • Evaluate current company accounting processes and procedures

  • Develop processes, procedures, and controls and implement across your organization

  • Ensure appropriate roles and responsibilities are clearly defined and accountability measures are implemented

  • Leverage accounting software to help businesses track data that is key to operations

  • Integrate operational processes into the accounting function to produce a set of reliable financials

working with the best clients and partners

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Danielle DeAngelo I CoFounder of Jane DO

"Izzy and her team have completely restructured the way we operate by creating consistency across all of our locations, creating systems to streamline our accounting process, helping us create budgets, set KPIs and truly give us the financial visibility we've needed to set us up for growth and success.
 
She took the time to listen to our goals, customized a scope of work specific to our needs and what we wanted to accomplish, worked with our timeline and very quickly became part of the team. She is a true professional whose expertise expands far beyond finance. If you think you need her, you probably DO! Connecting with her has been one of the best business decisions we have made in taking the steps to grow the company."

about 
us

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get to know us

we believe

in knowing your numbers

​

we strive

to be honest, especially when it's hard, to show mutual respect, to communicate in a timely fashion and to approach each challenge with the spirit of collaboration

​

we value

our clients and their time

meet the team

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get in touch

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1040 S. Gaylord St.

Denver, CO 80209

303.653.4043

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