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.