FINANCIAL INSIGHT

Bookkeeping & Accounting Are Not  the Same

A CEO discusses the difference between accounting and bookkeeping and why it matters to your business.

FULL-CYCLE ACCOUNTING

Payables, receivables, employee reimbursements optimized through ERP-integrated tools

FINANCIAL REPORTING

Pre-built reporting templates and custom reporting packages

BUDGETING & FORCASTING

Annual budgeting, quarterly re-forecasting, cash management

BOARD MANAGEMENT

KPIs, dashboards, and reporting from your own CRM and ERP

COLLECTIONS

Track down all your receivables and monitor performance of trapped cash

FINANCIAL DUE DILIGENCE

Exit preparation, Quality of Earnings, buy and sell-side diligence

Essential services that drive results.

The right fractional finance and accounting services are more than part-time or contract resources, they perform as part of your organization.

VIDEO SPOTLIGHT SERIES

ActionCOACH CTX Features CEO Bart Davis

Discover the benefits of hiring a fractional CFO and key strategies for success in this short video.

Meet the Team

Bart Davis

CEO & Co-Founder

Chris Ciani

Account Director

Greg Guerrero

Account Director

Matt Pearce

Account Director

Michael Kirgan

Director, Financial Practice

Let’s Connect

Expand your business quickly with the financial, accounting, HR, and marketing resources and services you need today. 


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