Our experienced professionals offer extensive expertise and technical proficiency in financial management, accounting, budgeting, finance systems, and strategic planning to support your organization.

We take on interim financial management and consulting roles, ensuring operational and financial stability, optimizing resource allocation, guiding you through complex financial challenges, managing or completing special projects, and offering strategic advice to support decision-making during transitional periods—helping to position your organization for sustained success now and in the future.

Our financial management services include the following key roles:

• Interim and Fractional CFO services
• Transitional or Short-Term Finance Executive or Director staff augmentation (​​​​​including VP of Finance, Budget Directors or Controller Level)
• Outsourced Financial consulting for special projects or initiatives (including one-time or short-term financial projects, such as system implementations, upgrades, or public offerings)

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All positions can be offered remotely, hybrid or onsite depending on client preferences. Engagements can be tailored to fit part-time, full-time, or hourly (time and materials) structures as needed or required.

Based on your organization's needs, financial management engagements may involve all or a combination of the following key responsibilities:

• Financial Leadership and Team Management
• Overseeing/Improving Budgeting & Forecasting Processes
• Internal Financial Reporting and Data Analysis
• Strategic Financial Planning Development and Insights
• External Financial Reporting, Audit Management & Compliance
• Cash Flow & Working Capital Optimization and Management
• Cost Management & Profitability Improvement
• Financial Systems Implementation, Upgrades & Optimization
• Interim Financial Management for Special Projects
• Internal and External Stakeholder Relations for Financial Matters
• Preparation of Financial Due Diligence for Financing/Public Offerings
• Board of Trustees Materials Preparation, Guidance and Advice
• Financial Governance, Control and Risk Management
• Enhance Financial Reporting including Transparency and Data Accuracy
• Manage Financial and Procurement Operations
• Financial Resources Structure Review, Optimization and Recommendations

 
Reach out to us to discover how we can collaborate to provide financial support when your organization needs it most, ensuring continuous stability while driving meaningful change.  

Michelle Quinlan
Director
Email: [email protected]
Cell: 781 910-3198