Financial Services

Find out more about our range of consulting services:
Financial Advice
Marketing Services
Product Management
Business Planning and Advice

Contact us
Ph: 541-593-4011
Fx: 541-593-3172

Bend, OR 97707

Financial Advisory Services

Whether you need assistance with a specific accounting situation, are creating a new financial plan or budgeting process for your organization, or would like outside advice on your company’s financial outlook, our services can help ensure that your organization’s accounting and finance department is properly managed—and grown.

We offer a range of financial advisory services, including:

Part-time Controller/CFO
Whether your needs are temporary or long-term, project-based or comprehensive, our services can provide you with the expertise and vision of a seasoned Controller/CFO. Our financial experts can function as an integral part of your company's team to manage accounting, financial and administrative duties. Our services can help you:

  • Minimize costs by outsourcing specific financial projects or duties when a full-time CFO is unnecessary
  • Ensure ongoing expert financial oversight during the temporary vacancy of the CFO/Controller position
  • Add to your team an experienced financial executive on an "as needed basis"

Budgeting
Controlling costs and managing your assets are essential to your continued financial success. Our services can help you:

  • Develop monthly, annual and long-range budgets
  • Control costs and manage cash flow
  • Reduce the risk of unexpected financial events

Internal controls and procedures
Putting proven and effective financial controls and procedures into place improves operational efficiency, protects your financial security and provides compliance with industry regulations. Our services can help you:

  • Design and implement operating policies and procedures
  • Safeguard your assets by locking down financial access and implementing essential controls
  • Improve operations by providing repeatable and manageable financial processes

Cash management
Effective cash management requires an understanding of your market, an appreciation of your unique business and financial expertise. Our services can help you:

  • Develop techniques and reports to predict cash flow
  • Effectively manage your cash resources

Planning
Your financial success requires expert planning and execution, both for meeting your long-term goals and overcoming short-term changes in your financial situation. Our services can help you:

  • Prepare short- and long-term plans for your finances based on your company’s goals and plans
  • Create product pricing and costing models
  • Plan for expansion or downsizing
  • Write a viable and researched business plan
  • Develop a comprehensive strategic business plan

Software selection
The management of your financial assets is made both more efficient and more effective through the use of financial software that fits your specific business. But choosing the best solution for your needs can be time-consuming and complicated. Our services can help you:

  • Improve accounting and financial reporting by selecting and installing an accounting package that fits your specific needs
  • Improve Customer Relations Management (CRM) operations through the use of software
  • Evaluate different solutions and provide advice based on your needs and our experience
  • Design your solution for your unique situation, making the most of the solution’s flexibility and features
  • Manage the ongoing use of these solutions, as your needs develop

Special projects
Preparing for a change in your organizational or financial structure requires expert financial advice, often beyond the scope of internal resources. Our services can help you:

  • Prepare and implement merger and acquisition plans
  • Develop a business plan
  • Create capitalization plans
  • Interface with investors, accounting firms, attorneys and financial institutions