Where do you need support?

Our Approach

If you don’t measure it, you can’t improve it.

Software Systems

Select, implement, and optimize the best accounting system software and applications for your business. Make your data work for you to drive better business decisions.

Controllership and Accounting

Develop and enhance the day-to-day bookkeeping and processing of administrative duties through technology.  Define your financial reporting and performance measurement process.  Automate your data reporting and allow yourself to focus on the bigger picture.

CFO Services

Support and cultivate the strategic direction of your business by leveraging implemented tools and reporting packages.  Evaluate and minimize risks while developing a strategy suited to your future business goals. 

We've got a solution for you

Our Services

Below are some specific areas of your business where you may want us to help.

Software Systems and Applications

In this phase, we take inventory of the software you use to run your business, including your accounting general ledger, point-of-sale (POS) systems,  inventory management systems, expense reporting, and any additional applications.  If you don’t have any of this in place yet, don’t worry.  This is what we do.  Examples of our services include:

  • Implementing General Ledger Accounting System
  • Defining Chart of Accounts
  • Implementing POS systems and Industry Specific Reporting
  • Automating Expense Reporting and Accounts Payable
  • Training Users on Software and Applications

Next Level Controllership and Accounting

In this phase, we assess your bookkeeping process and administrative operations.  With an understanding of your operations, we will implement technology to streamline the process, saving time and money for everyone.  Examples of our services include:

  • Developing Management Dashboards
  • Preparing Financial Reports for Internal and External use
  • Implementing Accounting Best Practices – Controls and Standard Operating Procedures
  • Training Team Members on Technology and Reporting

CFO Services

In this phase, we leverage the established process and technology to support and enhance the owner-defined strategy for the business.  You know your business best.  We won’t be telling you what to do.  Instead we want to come alongside you as you recognize your vision in the business.  We also want to help you protect everything you’ve accomplished to-date.  That just makes good business sense.  Examples of our services include:

  • Providing support in Pricing Strategy and Defending your Margins
  • Implementing Strategies to upgrade your Business Operations and Drive Revenue/Cash Collections
  • Performing a Risk Assessment to Identify any Business Gaps (Industry, Insurance, Key Employee, etc.)
The Experience to make an impact

About Us

Your company may be classified as a small business, but we know your needs can be large. Let Crafted Advisory assist with your accounting, finance, and system needs. With over 30 combined years of experience, we will help facilitate and accelerate the execution of your vision. Competencies include accounting system and process development, financial analysis, dashboarding, performance management, forecasting, cost reduction, process improvement, inventory management, and much more. Contact us today, we’ve got a solution for you.

Let's Find Your Solution

Get in touch

CONTACT US FOR AN INTRODUCTORY CONSULTATION

We’d love to get to know you and your business. We also want you to get to know us. Let’s set up a time to connect. You can reach us using the information below, or provide your information and we’ll be right in touch.



Crafted Advisory

info@craftedadvisory.com