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Kordis

Kordis

At Kordis, we are dedicated to providing comprehensive accounting and expert financial advisory services tailored to meet the unique needs of your business. With a commitment to professionalism and integrity, we ensure that every client receives personalized and effective solutions. Explore our range of services designed to support and enhance your financial operations and strategic decisions. Accounting Services Our robust accounting services are designed to maintain the efficiency and accuracy of your financial operations. We offer everything from routine bookkeeping to detailed financial reporting and compliance, ensuring your business adheres to the latest standards and regulations. Trust Kordis to keep you well-informed and prepared for making crucial business decisions. Financial Planning & Analysis (FP&A) Navigate today’s dynamic economic landscape with our FP&A services. We assist businesses in forecasting future financial scenarios and analyzing trends to facilitate informed budgeting, planning, and performance analysis. Our goal is to help you manage and anticipate changes effectively, providing a clear path towards financial stability and growth. Fractional CFO Advisory Not every business needs a full-time CFO, but every business deserves top-tier financial expertise. Our fractional CFO services offer you senior financial leadership without the full-time expense. From managing risk to strategic planning and optimizing your capital structure, our CFOs are here to guide your financial strategy towards achieving sustainable growth. M&A Advisory Whether you're considering expansion through acquisition or preparing to sell your business, our M&A advisory services cover both buy-side and sell-side to support your objectives. Our experienced team will guide you from strategy development through to deal closure, ensuring a smooth process and favorable outcomes for all parties involved. At Kordis, we pride ourselves on forging lasting relationships with our clients by consistently exceeding expectations and delivering tailored, effective solutions. Let us help you achieve your business goals.
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Bronze
Bronze
Accountix, Inc.

Accountix, Inc.

From basic bookkeeping to CFO duties, we simplify the BS of business to advise and empower great decisions. People, processes, and powerful technology: we find the sweet spot that best serves you and your business. We’re here to make things easy by streamlining processes to improve efficiency, workflow, and—inevitably—happiness. Taking care of business means putting together the right team, apps, and procedures to maximize performance and set new goals for your business.Imagine the best finance team you've ever had on their absolute best day. That's the level of excellence we bring every day. We pride ourselves in being the best team of approachable accountants you’ve ever worked with. Why? Because we help you understand the story your numbers are trying to tell you. At Accountix you aren’t limited to a single person’s knowledge or shortcomings; with us, you get an entire accounting department that is obsessed with finding simple, efficient, and strategic ways to streamline your numbers. Our Proven Process focuses on technology and integrating cloud-based tools to help us identify cost-saving opportunities, come up with comprehensive insights on what’s not working within your business, and strategically implement the steps needed to help take your business to the next level. Want a little more support than just bookkeeping? Whatever your business target, our Advisory and CFO-level packages are curated to fit your business needs. We recognize every business is different, and our experienced team is ready to respond with unparalleled support… and this is where we excel… by working with our clients so that we can use their numbers to support better and faster business decisions. Whether you need to scale up, down, or around we help execute your overall financial management and strategy so that you can achieve your financial dreams.
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Bronze
Bronze
Lucid Financials

Lucid Financials

We are a virtual CFO services company which specializes in providing exceptional clarity and expertise to service-based companies. Our mission is to empower businesses with the financial knowledge and insights they need to make informed decisions and achieve sustainable growth.We believe in clarity and simplicity. We demystify complex financial concepts into transparent and understandable reporting to run your business.We go beyond numbers, taking the time to understand the intricacies of your business, its goals, and its challenges. This allows us to provide personalized solutions that align with your unique needs.Here are a few of our strengthsJob Cost. Gain visibility into the profitability of individual projects or jobs, allowing you to optimize resource allocation and analyze even the granular details.Commissions. Streamline commission models and calculations, to create employee confidence, and their future performance.Budgeting. Track your actual financial performance against your budgeted and forecasted targets, enabling proactive decision-making and course corrections.Cash Projections. Plan and manage your cash flow effectively, ensuring you have the necessary funds to support your operations and growth initiatives.Profitability Endpoints. Identify and analyze the key drivers of your profitability, including those hidden costs which affect your bottom line.Auditing. Comprehensive review of your books and financial records to identify potential areas for improvement and ensure accuracy, and compliance.
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