Welcome to Collaborative Back Office Services
Sustainable process improvement and EBITDA growth for mid-market enterprises
Welcome to Collaborative Back Office Services
Sustainable process improvement and EBITDA growth for mid-market enterprises
Our Services
AI-enabled accounting and finance consulting services
CFO Advisory & Interim Leadership
- M&A due diligence and integration
- Business sale (exit) preparation and exit
- Budgeting, forecasting and cash flow modeling
- KPI development and strategic reporting
- Debt, insurance, audit and financial risk
Finance Transformation & Process Improvement
- Workflow optimization and process redesign
- Internal controls and segregation of duties
- Strategic focus on EBITDA Growth
Accounting & Financial Management
- Financial statement preparation and analysis
- Monthly and year-end close process
- Technical accounting guidance
- Audit preparation and oversight
Back Office Financial Operations
- Billing and collections
- Accounts payable and T&E expense
- Bookkeeping and financial reporting
- Automation and best practices
- Development of sustainable processes
Virtual Executive Assistant Services
- Calendar and communications management for leadership
- Meeting support, documentation, and follow-through
- Travel and logistics coordination with attention to detail
- Social media and content management
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 senior leadership and their teams to:
- develop and maintain metrics to manage the business
- create sustainable process improvement
- manage all financial and accounting processes
- Specializing in the Manufacturing, Technology and Services Industries
- Extensive network in the Philadelphia and Central NJ markets
About Us
For 10 years, we have been providing CFO and Controller-level advisory services alongside structured back-office support to help businesses strengthen financial operations and scale with confidence.
We partner with business owners, private equity-backed companies, and leadership teams to deliver accurate financial visibility and implement sustainable processes that support growth.
We specialize in transaction support, process transformation, and day-to-day back-office operations - ensuring that both strategic and operational finance functions are aligned and efficient.
With a disciplined, detail-oriented approach, we enhance internal controls, streamline workflows and provide the insights needed for informed decision-making. From high-level financial strategy to execution, we act as a reliable extension of your team, bringing structure, clarity and accountability to your back office.
Here are two recent Consulting charts from a Heidrick survey in August 2025
