Building a Winning Team
Hiring is expensive, but with a clear vision of how your finance and accounting team will evolve, you can absolutely get the skills you need while managing your budget. Download our guide to learn about the roles you need at every growth stage.
Learn about finance organization structures and what’s right for your company.
As a leading provider of outsourced finance and accounting services, we help our clients grow and scale their businesses and replace us when they are ready for full-time employees. In this unique, value-packed guide, we describe how your team will change over time and the key roles you will need.
The guide includes team member profiles, complete with:
- Brief job descriptions.
- Top qualities to look for in each candidate.
- The critical responsibilities of each role.
- Sample interview questions you can start using immediately.
Are you ready to start building your finance and accounting department? Download our guide today.
Thought Leadership
Founder & Managing Partner, William Lieberman, accepted into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms New York, NY, January 2021 — William Lieberman, our founder and managing partner, has been accepted into Forbes...
PPP Loan Updates: What Clients Should Know and Do Now
There have been some changes made to the PPP loan information we shared on June 3, 2020. Below is what we now know as of January 13, 2021. Timing Community financial institutions that service minority and women-owned businesses will be able to make loans to first-time...
Controller vs CFO: What’s the Difference and Which Do You Need?
How do you choose the right financial leadership for your company? Controller vs CFO: let’s compare these roles so you can decide.


