Outsourced Financial Services

The load need not be yours alone to carry:  We offer ongoing or per-project assistance in everything money-related, big and small, so you can understand and unburden yourself of your business’ or nonprofit’s financial to-do list.

Insight

Is our money being spent efficiently and are we on target?

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Relief

How can we delegate our finances so we can manage our business?

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Value

Are our financial service providers offering us the most for the least?

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Want to hear more?
Contact us for a free introductory Meeting.

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Tangible Solutions that Provide:

Insight

  • Budgeting
  • Cash flow
  • Profit/cost analysis
  • Financial goal setting
  • Usage & measurement

Relief

  • Reporting & oversight
  • Invoicing & collection
  • Outgoing payments
  • Vendors & Government
  • Registration & filing
  • Satellite office operation

Value

  • Bank account
  • Accountant/bookkeeper
  • Credit card processor
  • Credit solutions

“In order for our new company to grow, we needed to make sure that our management structure was sound. From the beginning, Shuey worked with us to raise capital and develop solid investor relations. His financial management skills guided us towards realistic budgeting and competitive pricing strategies. With his assistance, we are able to close deals and watch our company begin to thrive.”

Mayer Reich • Founder, TeamUp

“I would have lost my mind without Shuey! When beginning the process to register our amutah and set up our bank account, we turned to Shuey and his staff to help us wade through the bureaucracy. He took a process that is daunting, difficult, and at times complex and walked me through it, often explaining things numerous times, with endless patience and good humor, to our employees and volunteers, while answering all our questions, of which there were many. Without his assistance, the process might well have have killed me. But now, our amutah is up and running and I couldn’t be more excited to get to work.”

Shoshanna Jaskoll • Founder, Chochmat Nashim

Let’s Work Together

We’re here to help you understand the “why” behind your finances, and position you for sustainable scalability and success.

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