Pro+ is professional financial management service powered by Key Performance Indicator dashboards, software integration and our team’s CPA guidance to help your business achieve its financial goals. Our outsourced CFO-level services are integrated, aligned with technology and built right into your business to scale with you. Gain the insight you need, instantly, to see your company’s financial health, in real-time, and make strategic decisions to increase profit, improve cash flow or gain efficiency.


  • KPI Dashboard design/build and ongoing tech support
  • Financial projections and trends
  • Budgeting and goals
  • Financial analysis
  • Margin analysis

Key Benefits:

Get real-time financial updates by syncing your data into one clear dashboard

We help you take the guesswork out of selecting the right software solution and provide ongoing support to sync your people, processes and technology. Get your management team all on the same page with easily-accessible reporting via online portals, apps or auto-generated emails.

KPI analysis, without paralysis

Your KPIs should follow the “quality over quantity” approach. We help you establish the critical KPIs to follow, so you understand your best opportunities for improvement, such as ways to increase profit, improve cash flow and gain efficiency.

Analyze your break-even point and revenue growth – in real-time.

Take action

Work with your trusted advisors (CPAs and others) together with your management team to agree on your KPIs – and see clearly where you are on-track or off-track to reach your goals.

Done correctly, your KPI Performance Reports will then focus your attention on what matters most.

Where do you begin? That’s where we come in. 

Contact us today to discuss your business goals and to learn how we can support you with outsourced accounting, tax and CFO advisory services, dashboards and other financial management tools.