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your CFO partner for your growing business

We provide CFO, Controller, Bookkeeping and HR services to business owners and CEOs who need additional capabilities to scale and reach their full potential. Accelerate your growth with expert CFO support—from accurate budgets to high-impact financial strategies.

INTRODUCTORY CONSULTATION

Dedicated to You

STRATEGIC PLANNING SESSION

Committed to Quality

services

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fractional CFO

  • Provide strategic and financial guidance

  • Prepare organized and timely financial reporting  

  • Implement proper processes and procedures

  • Integrate financial function into the operations of the business to allow data-driven decisions

  • Develop financial dashboard and financial key performance indicators (KPI's)

  • Oversee finance and accounting staff

  • Develop company budget process and budget

  • Provide monthly variance analysis based on budget

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accounting services

  • Clean-up historical accounting records

  • Organize the Chart of Accounts

  • Improve accounting from cash basis to accrual basis of accounting

  • Provide bookkeeping services including: reconciliations of company bank, credit card and other key accounts

  • Categorize transactions and prepare necessary journal entries to post to the general ledger

  • Manage receivables and payables

  • Perform month-end close procedures 

  • Prepare monthly financial statements and perform key analyses

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process & procedures

  • Evaluate current company accounting processes and procedures

  • Develop processes, procedures, and controls and implement across your organization

  • Ensure appropriate roles and responsibilities are clearly defined and accountability measures are implemented

  • Leverage accounting software to help businesses track data that is key to operations

  • Integrate operational processes into the accounting function to produce a set of reliable financials

working with the best clients and partners

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Phillip Shetsen, ChFC®, CFP® I Founder of Bona Vita

"Working alongside Izzy has always felt seamless.  While I have worked with a number of outsourced CFO groups, her level of commitment to her clients extends far beyond a nine to five role.  Her clients' problems become her problems, and she understands clearly how to evaluate, define and improve a bottom line.  I would gladly work with her again."

about 
us

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get to know us

we believe

in knowing your numbers

we strive

to be honest, especially when it's hard, to show mutual respect, to communicate in a timely fashion and to approach each challenge with the spirit of collaboration

we value

our clients and their time

meet the team

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Senior Accountant

Nancy Cando

  • LinkedIn

Nancy is a Senior Accountant specializing in SaaS companies. She previously worked at Ernst & Young as a Senior Audit Associate, where she developed strong audit and financial review skills. She brings over 8 years of accounting experience to assist with your company’s unique needs, whether for special short or long-term projects where accuracy and strategic insight are essential. Her competencies include, but are not limited to, US GAAP compliance, full-cycle bookkeeping, month-end close, AP/AR management, financial statement preparation, payroll processing, international currency conversions, historical cleanups, and client onboarding, primarily within the SaaS industry. Nancy is proficient in several accounting tools, including MS Office, QuickBooks Online, Bill.com, Divvy, and ADP.

get in touch

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1040 S. Gaylord St.

Denver, CO 80209

303.653.4043

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