See it.
It begins with an idea, a plan:
Cash flow projections.
Return on investment analyses.
Detailed financial modeling.
Multi-year budget planning.
Build it.
Policies, processes and procedures.
Tax research and white papers.
For small to mid-size organizations, bookkeeping, accounts payable and full general ledger services. We work with anything from QuickBooks, Financial Edge, Aplos and others to comprehensive CRM systems.
Grow it.
Executive dashboards for quick, actionable data.
Hands-on, sleeves-rolled leadership.
Board reporting.
Audit coordination.
Fix it.
Compliance and risk assessment: Through risk assessments, analysis and due diligence discovery, we help you build a culture of financial compliance.
Staff development: We work with your people to find the stories in the noise of numbers your organization produces each day. Our goal is to help individuals and organizations thrive.
Process reengineering.
“Richard has a rare ability to clearly communicate complex financial results. As an audit chair, I particularly appreciated his candor and insightfulness in the areas of internal controls, financial risk and reporting.”
— MARK D. WILKERSON, ESQ, WILKERSON & BRYAN (MONTGOMERY, AL), PAST BOARD MEMBER OF PRISON FELLOWSHIP MINISTRIES.