How We Can Support Your Needs

We offer a full suite of services and levels of support to help you manage your accounting, treasury, and reporting needs, which can range from a short hourly consultation to full-time engagement.

How can we best support you and your needs so you can focus on building and selling outstanding real estate to your customers?

1 - Hourly Consulting

Have a quick question, a financial report to review, a pro forma to analyze as part of a merger or acquisition, an analysis of a financing proposal, or other short term project that can be done in a couple of hours? Give us a call so we can quickly answer your questions or provide the financial guidance you need.

2 - Specific Project or Analysis

We love projects! Give us a challenge to sink our teeth into, and we will quickly and efficiently complete the project or assignment. Need to build out a proforma for your bank? Want us to help you review proposals from multiple vendors and perform the due diligence to ensure you are partnering with the right firm? Are you considering multiple financial offers and want to look at the long term payback? Do you want to restructure your accounting department, and want guidance of the right software, services, and team members for optimal performance? No project is too small or too complicated for us!

3 - Short Term Engagement

Need extra help for a few weeks or months? Wanting to replace a key player out on maternity leave? Need help preparing for an audit, or an annual inventory? Preparing your financial report for an upcoming investor call? Putting together a new investor or partnership proposal, and need help crunching the numbers and providing the background detail to make it work? Bring us in to quickly fill in the void so the job can get done fast and accurately.

4 - Ongoing Program Supervision

Have your own accounting team, but want help to supervise and guide them? Hiring a new chief accountant or treasurer, and want oversight and guidance as they come up to speed? Need help supervising vendor management or monthly inventory reconciliation? Want support monitoring banking relations and projecting cash flow needs?

We can support you long-term on key initiatives that require the specific expertise we bring to the table.

5 - Long Term Contract

If you want to outsource your accounting and finance function, we are here to help you on an ongoing basis. We can seamlessly step in to manage either part of the work, such as accounts payable, accounts receivable, payroll, or vendor management, or take over the whole function and manage your finances remotely through our team. We will work closely with all company leaders to ensure complete responsiveness and comprehensive program management. That let's you focus on growing your business instead of counting beans.

6 - Fractional Comptroller

Do you need the services of a skilled financial leader to run the department, but can't afford the six-figure salary that such a pro costs? Now you can obtain world-class financial management support on a fractional basis - whether half-time or for a specific number of hours per month dedicated to your business. This is the best of all worlds - the senior level skilled financial manager to guide your business, at a cost you can afford.

7 - Board Membership

You can choose to retain Judith Lee as a member of your Board of Advisors or Management Committee, to provide the high level oversight that such a role brings. She can head key committees like audit, treasury, and compensation, as well as provide senior leaders and investors with the financial guidance they seek. She can provide the financial stewardship your business deserves and your investors demand, at an accessible cost.

It's your business.

Let us help you manage the finances so you can focus on growth.

Want to explore the 10 key risks to your construction project, and how to solve them - or better yet - how to prevent them from ever happening in the first place? Download the free 14-page eBook now.

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