Phone:  214.377.3700

Fax:       214.377.3701

Phone:  214.377.3700
Fax:       214.377.3701


Our team has expertise in a variety of industries. We can help companies in carrying out day-to-day activities, serving as a fractional team member, filling short –term vacancies, or helping find permanent employees for key roles in your company.

  • Chief financial officer
  • Controller
  • Assistant controller
  • Accounting manager*
  • Senior accountant*
  • Cost accountant*
  • Accountant*
  • Staff financial analyst
  • Full charge bookkeeper
  • Payroll clerk
  • Accounts payable and billing
Strategic Finance
  • Financial modeling, forecasting and reporting
  • Developing and implementing a business or financial strategy
  • Capital planning
  • Board and management reporting
  • Debt and equity acquisitions
  • Creating stock option plans
  • Creating and implementing the annual budget and planning process
  • Managing banking relationships and negotiating lines of credit
  • Budgeting and forecasting
  • Business and financial plans
  • Developing competitive analyses
  • Internal controls
  • Market comparison studies
  • Metric and KPI creation and monitoring
Tactical financial operations support

Budgeting, forecasting and cash flow management

  • Working with the management team on the annual budget and planning process
  • Preparing monthly financial statements (balance sheet, income statement and statement of cash flow), including actual versus budget financial analysis
  • Providing reports as required for the tax return

General accounting*

  • Developing chart of accounts based on reporting needs
  • Reconciling balance sheet accounts
  • Reviewing capitalized expenses and determining proper accounting treatment


  • Setting up customers
  • Developing revenue recognition policy
  • Reviewing and recording revenue
  • Processing and managing customer invoicing, including maintaining customer files

Vendor Management

  • Setting up accounts payable processing systems
  • Setting up vendors and maintaining vendor files
  • Recording vendor invoices and managing accounts payable
  • Calculating and paying variable rate compensation amounts based on information provided

Tax Compliance

  • Filing monthly sales tax reports
  • Year-end tax reporting – Form 1099
  • Coordinating tax return preparation


  • Recording payroll based on information from third party systems
  • Assisting with changes to the payroll as they occur
  • Reviewing quarterly compliance reports


  • Reconciling accounts monthly
  • Managing cash balances