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Financial Department Mentoring and Management

Growing less experienced staff into company leaders of the future builds internal value and company loyalty. Our long term objective is to foster a continuing relationship with clients by providing senior financial management while mentoring and training current staff until an experienced full-time professional is required.

  • Have you outgrown the needs of a bookkeeper but do not yet need a controller?
  • Do you have accountants on staff but no clear leader?
  • Is the head of your financial department dedicating a significant portion of their resources to other aspects of your business?
  • Is there a current or anticipated vacancy of your Company's head of the financial department?
  • At times is your financial department unable to provide management with appropriate, accurate, and timely financial information?
  • Has the head of your financial department been in that position less than 2 years?

If you answered "Yes" to any of the questions above, we can help you. We realize the personnel and resource needs of each business are different. We can provide the needed level of training and mentoring to your staff for ongoing duties or one-time issues or challenges. After we assess your current personnel and gain an understanding of your expectations of the financial department, together we will develop a plan to treat the root cause of the issues. Your company will benefit by increasing the self-sufficiency of your personnel and becoming less dependent on outside resources.