MEET THE TEAM LEADERS
Leigh Hansen, CPA, MPAcc - Founder
Kelsey Savage - Principal Accountant
Kelsey Savage - Principal Accountant
Kelsey Savage - Principal Accountant
Kelsey Savage - Principal Accountant
Kelsey Savage - Principal Accountant
OUR services
Bookkeeping
Controller Consulting
Bookkeeping
- Bank reconciliations
- Sales tax processing
- Accounts Receivable
- Accounts Payable
- Inventory management
- Financial statements: income statement, balance sheet, statement of cash flows, general ledger
- Books clean up
- Custom reporting
- Form 1099
Payroll
Controller Consulting
Bookkeeping
- Payroll data retrieval, processing, and submission
- State payroll tax filings and compliance review
- Federal payroll tax filings
- Payroll benefits audits
- Employee onboarding and offboarding
- Benefit and accrual review and setup
- State filing compliance review
- Time tracking implementation
Virtual CFO
Controller Consulting
Controller Consulting
- Business + accounting + finance modeling, forecasting, metrics and analysis
- Cash flow analysis
- Banking and loan negotiation
- Cost analysis, expense reduction, vendor analysis/negotiation, outsourcing analysis
Controller Consulting
Controller Consulting
Controller Consulting
- Accounting operations assessment
- Audit, review, and compilation support
- Process, procedure and system assessment
- Accounting system conversion assistance
Managerial Accounting
Staff Training and Team Development
Forecasting and Metrics
- Driving well-informed decision making
- Data-driven feedback
- Guidance to price your next job/project (with accurate data)
- Feedback surrounding most and least profitable clients and vendors
- Review and solutions regarding most and least productive staff
- Cost accounting system design
- Cost allocation
Forecasting and Metrics
Staff Training and Team Development
Forecasting and Metrics
- Business plan financial projections and forecasting
- Budgets and tactical operations estimates
- New business or product modeling
- Financial model creation and sensitivity analysis
- Business/product modeling and analysis
- Business metric development
Software Implementation
Staff Training and Team Development
Staff Training and Team Development
- System implementation with new accounting platforms
- Data conversion assistance, including testing of data, and consulting and implementation for data structure changes including chart of account changes
- Project management, project planning/scope during implementation
- One-on-one training or group training
- Custom report consulting
- Guidebook creation
Staff Training and Team Development
Staff Training and Team Development
Staff Training and Team Development
- Support to upskill accounting team
- Find strengths within internal team to leverage
- Onboarding of new staff
- Training for executive level promotions
- Coaching, mentoring, motivation
what sets us apart
We are not your typical accountants.
We have a deep passion for analysis, profitability, cash flow, and lean operations. We treat our clients as though we are running a business alongside them. We are experts on identifying the key issues to your company and creating a roadmap into the future. We outline results that are measurable, intuitive and aligned with your mission and core values. We leverage knowledge, experience and the energy of our team to ensure that each client receives close personal and professional attention while receiving the utmost level of value. Our foundational goal as a trusted advisor is to provide insightful advice to enable you to make informed business decisions.
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