CFO/COO services firm based in Northern New Jersey. Helping Private Companies Thrive.

CFO/COO services firm based in Northern New Jersey. Helping Private Companies Thrive.

Mission

Our mission is to help private company owners and entrepreneurs thrive in an evolving and complex world.
Owners are now spending more time on cash management or are simply unable to obtain funding. They stress about the ability to forecast income statement and balance sheet strength and what that means to their employees, customers and other stakeholders including their community. They wonder whether they have the tools and safeguards in place to keep up with change and have sleepless nights around whether they’re making decisions based on wrong or dated data and are left without the remaining strength to focus on what matters most. These owners got into business to pursue a passion, reach independence and to provide for their employees, family and the communities they serve.

Value Proposition

We provide virtual, part-time, on-demand, CFO/COO consulting services to help navigate through finance, accounting and operational challenges and opportunities so that private company owners and entrepreneurs can get back to pursuing their mission. What sets us apart are decades of successful client service, a world-class framework and knowing what it takes to build trust with founding CEO’s, Presidents of Nonprofits and Key Stakeholders. We want these founders and leaders to get back to thinking about tomorrows bigger picture and their next stage of growth, while we help solve how to get them there at a fraction of the cost of a full time CFO/COO.

“Karl made an immediate impact by securing telehealth tools and funds needed to serve our patients remotely and in order to maintain our staff and clinician levels. Without his efforts, the service our patients would have received during this pandemic would have been severely impacted”