OUR Services

CFO + Client Advisory Services

We serve as your dedicated financial partner, enhancing your business's financial health and growth. Our tailored guidance and optimized processes drive efficiency and profitability, ensuring stability and success. By delivering insightful financial reporting and strategic support, we empower you to achieve your long-term goals and maximize your company's value.

Strategic financial guidance and process solutions

Strategic Finance

We provide strategic insights to fuel company financial performance

Financial Reporting

We ensure accurate financial records and establish and track key performance indicators

Process Optimization

We streamline and execute core financial processes (AR, AP, etc.)

Mergers & Acquisitions and Carve-Outs

We stand-up or integrate financial processes and infrastructure to enable success

Cash Flow Management

We optimize liquidity through cash flow forecasts and treasury activities

Our CFO + Client Advisory Services Team

Moussa Hasbani, CPA
Moussa Hasbani, CPA LM CFO + CAS MANAGING PARTNER
Maritza Ortiz
Maritza Ortiz LM CFO + CAS PARTNER
Paige Jameson
Paige Jameson LM CFO + CAS CONTROLLER
Nate Lee
Nate Lee LM CFO + CAS CFO

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