Focused on startups, emerging growth and middle market businesses we perform every function from chief financial officer to the routine tasks of bill paying and invoicing -- all at a better value than an in-house alternative.

Our clients enjoy a relationship with Montgomery professionals who understand them, and who appreciate their business, individual goals, and values. We have enormous enthusiasm for helping successful companies plan, create, preserve and enhance shareholder value.

"Our objective is to provide our clients with timely information that they can use to make better business decisions. We do more than just prepare financial documents; we approach financial management with our client's goals in mind."
Rick Giorgetti, President

Financial Management Services

• Outsourced senior financial management
• Budgets and forecasts
• Business planning and projections
• Trend, contribution and variance analysis
• Internal audit and external audit preparation and interface
• Assistance in raising capital
• Establish banking relationships
• Create and maintain formal financial policies and procedures
• Participate and present in board of directors meetings

Accounting Services:

• Transactional processing AP/AR/Payroll
• Order entry and invoicing
  
• Bank statement reconciliation
• Credit and collections
• Cash flow management
• Accounting policies and procedures
• Cash flow management
• Account reconciliations
• Variance analysis
• Financial statements and thorough management report including analytical commentary