Welcome to Collaborative Back Office Accounting Services
Helping mid-market enterprises improve processes and reduce expenses in their back office and throughout their business
About Us
Professional accounting, finance and back office services
CFO / Controller Advisory
-M&A support, including acquisition due diligence and integration
-Exit readiness and financial strategy
-Budgeting, forecasting, and cash flow management
-KPI development and performance reporting
-Debt, insurance, and financial risk management
-Interim leadership and finance team oversight
-Ongoing advisory support for leadership teams
Finance Transformation & Process Improvement
-Workflow optimization and process redesign
Internal controls and segregation of duties
-Financial systems and reporting improvements
-Performance metrics and monitoring frameworks
-Coordination with auditors, lenders, and external partners
Accounting & Financial Management
-Financial statement preparation and analysis
-Month-end and year-end close management
-Technical accounting guidance
-Audit preparation and coordination
-EBITDA and performance adjustments
Back Office Financial Operations
-Billing, collections and bookkeeping
-Accounts payable and expense management
-Financial reporting including cash forecasting
-Automation and best practices
-Continuous process improvement through use of AI
-Development of sustainable processes
-Virtual Executive Assistant Services
Collaborative Approach
- Big Four Alum and CPA's with decades of experience managing accounting, finance and shared services teams in private-equity owned and public small to mid-size companies across the US, Europe and Asia
- We partner with management teams to:
- develop and maintain metrics to manage the business
- create sustainable improvements
- manage processes with auditors, lenders, consultants and attorney's
- Extensive network in the Philadelphia and Central NJ markets