Get an accurate snapshot every time

  • 01.

    Bookkeeping services

  • 02.

    Transaction level analysis

  • 03.

    Preparation of Internal Management Reports

  • 04.

    Accounts Payable preparation and bill pay services

  • 05.

    Accounts Receivable preparation and collection

  • 06.

    Bank reconciliations and month-end close

  • 07.

    Posting of journal entry adjustments, including depreciation, amortization, accruals and prepaids

  • 08.

    Assistance in running and recording payroll through 3rd party providers

  • 09.

    Department and location tracking of revenue and expenses

  • 10.

    Year-end accounting adjustments and closing of books for easy handoff to your tax professionals

  • 11.

    Preparation of Form 1099s

We’ve got a wide-angle lens on your financial picture.

In addition to cloud-based technology and client-focused communication, we have in-house access to audit, tax, and other advisory service professionals to address all your financial needs.

Go further with consultative services

  • 01.

    Contract Controller Services

  • 02.

    Fractional CFO Services

  • 03.

    CFO Advisory Services

  • 04.

    Monthly Management Report Consultation

  • 05.

    Budgeting & Financial Forecasting

  • 06.

    Cash Flow Forecasting

  • 07.

    Bookkeeping Maintenance Training & Consulting

  • 08.

    Accounting Software & Tool Selection & Integration

  • 09.

    Special Projects Including Sales & Excise Tax

Discover the strategic advantage of our customizable Outsourced CFO Services.

Comprehensive financial solutions designed to streamline your business’s financial management. Our Outsourced CFO Services provide expert oversight, industry experience, and tailored support services to meet your unique needs.

  • Gain insights and guidance to help plan for your business’s long-term growth and success.
  • Identify and mitigate financial risks to protect your business and provide stability.
  • Utilize advanced analysis and reporting to improve operational efficiency and profitability.


Learn More

Outsourced Financial Management Solutions

Fractional CFO Services
Consistent strategic oversight, available on a monthly or quarterly basis.

  • Facilitate management reporting discussions with in-depth analysis of operations and sales.
  • Track and highlight trends to aid future planning.
  • Identify financial considerations and risks for key initiatives.
  • Monitor accountability for ownership and executive teams.
  • Assist with financial leadership transitions.
  • Coordinate tax planning strategies with your tax services provider.

Outsourced Controller Services
On-demand support tailored to your specific business requirements.

  • Provide financial planning and analysis reports.
  • Identify and track key performance indicators.
  • Develop dashboards and visualizations for easy monitoring.
  • Forecast short- and long-term cash flow.
  • Assist with budgeting, modeling, and projections.
  • Coordinate month-end close and deliver interim reports.

Outsourced CFO Consulting Services
Consulting support for project-based needs.

  • Software needs analysis, selection guidance, and implementation.
  • Post-acquisition integration or consolidation of operations.
  • Inventory analysis and solutions for inventory challenges.
  • Risk identification and mitigation strategies.
  • Preparing for a sale.
  • Preparing to scale.
  • Banking and lending relationships.

Don't Take Our Word For It

“Jen and Sam are awesome! Really been great working with them so far.  Super happy. They are smart and ON IT. It’s like a huge relief because I know some things were not optimal with our prior firm. Totally different league with Sam and Jen.”

Blaine Whitney
CCG Management

“I love the relationship that we have with Perkins. Top to bottom, the organization is so professional, knowledgeable and genuinely seems to look out for my/our wellbeing. A true partner in every sense.”

Eric Gregg

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