Our clients are privately-held, entrepreneurial-type companies with revenues typically between $2MM to $50MM. We fit in best with companies that don’t have an effective, high-level financial professional in place. The business owner is unable to hold the staff accountable for producing high-quality financial information consistently.
Our typical client company is an established business whose accounting infrastructure is in flux. They may have outgrown their staff, systems or processes and the infrastructure as a whole no longer meets the needs of the business. The business owner needs a solution to hold the staff accountable to established goals.
We service companies in a variety of industries including construction, distribution, property management, data management, manufacturing, advertising and more.
Simply put - if your company is not getting a la c.a.r.t.e.® financial information from your accounting team, we're probably a good fit for you.