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Providing part-time CFO services and back office Finance solutions. We specialize in startups and early stage companies. Our truly transformative approach to Finance provides expertise and flexibility, all at a fraction of the cost of traditional Finance. Our Vision is to change the way business thinks about Finance. Your time and startup capital is precious. We enable startups to do what they do best, as we seamlessly manage all things Finance. Only pay for services you need, and only when you need them. Our fees are billed hourly, and your annual cost is far less than a salary for an average full-time Controller. We also provide the capability to outsource the entire Finance function (or segments of it) to meet your needs. Our cloud-based transaction center and experts are located here in the US. Gain access to dedicated experts in Accounting & Payroll, and also HR & Benefits. Our integrated cloud-based systems include NetSuite, Bill.com, Expensify, and DropBox. Affordable part-time CFOs ready to chat about making your startup more profitable, planning for growth, funding readiness, and helping strapped companies manage cash. Can chat about all things Finance Typical CFO Deliverables: Fundraising Preparation - business plan reviews, pitch decks, funding options Cash Flow Management - burn rates, runway, forecasting Business Strategy - growth / scaling your business, financial modeling Project & Profitability analysis Reporting & Analytics Insurance & Risk Management Stock / Equity Compensation Control & Governance Back Office Finance: Setup or transfer of accounting data onto NetSuite Payroll - paperwork & employee on-boarding HR / Benefits - setup plans for healthcare, insurance, 401K Get a free consultation today!
A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurances 2024 Top 100 Brokers and #13 on Insurance Journals 2024 Top Property/Casualty Agencies.
Our roots belong with the Custom Cabinetmaker. We were cabinetmakers for years and identify with the values and qualities of the custom cabinetmaker. When it comes to developing relationships with our customers, our mission is Success for those we work with, as we build those relationships on our core values of Create Win-Wins, Do the Right Thing, and Make it Better. Were fanatical about assembling a great team, who continue to "make it better" with great products and innovative services for the Custom Cabinetmaker, and have been since 1989.
Amata is an alternative legal services provider for solo practice and partner practice law firms. Amatas mission is to ease the business pain points for lawyers & professional service organizations so they can spend more time helping their clients, limit their stress, and improve the quality of life for all people. Services include live reception & new client in-take, on-demand legal support, featuring senior paralegals that specialize in different areas of legal practice, scalable law office space and remote work programs. On-demand legal support includes senior paralegals specializing in conducting factual and legal research, preparing documents for legal or financial transactions, preparing operating agreements, contracts, corporate bylaws, purchase and sale agreements, assisting in responding to discovery requests notices, drafting pleadings, and assisting with due diligence, real estate closings, and trials. Live receptionist & client in-take includes VoIP phones, efax service, video conferencing, new client in-take, scheduling, seamless new client information integrated into law firms practice management and CRM systems. Amata maintains multiple office locations for lawyers to utilize as their HQ, receive mail, meet clients and host meetings. For law firms that require private offices for their attorneys, Amata offers elegant offices, with touchless access, and modern day amenities to emulate the atmosphere of a traditional law firm. With over 700 attorneys utilizing Amata and a host of social events to bring attorneys together, daily conversations and business opportunities with other attorneys happen naturally.