We’ll take you from hindsight, to insight, to foresight.
Accounting Hindsight
Our Outsourced Accounting Service will set you up to have accurate, meaningful financial records.
Let us take the pressure off your team with smart systems, and do the heavy lifting along the way so you can focus on growth, not maintenance.
Analytical Insight
Finance is a language we’re fluent in. Our FP&A Analytics Service translates your numbers into a story that helps you make better decisions.
We’ll identify, track, and report on trends, key drivers and key risk areas in your business. Stay on top of profitability, cash flow, actual job costs and other critical metrics.
Strategic CFO Foresight
A CFO knows that every decision is ultimately a financial decision. Let us partner with you to create your future.
Whether it’s joint strategic planning, ‘What-if’ scenarios, buying or selling a business, due diligence, capital investments, raising finance, new markets, adapting to changes – We work with you and your team to make sure you hit your mark!
Trajectory’s tax planning puts money back in your pocket.
Good tax planning is like finding free money – and who doesn’t like finding free money!
Tax planning is NOT the same tax preparation . This is not about simply taking some historical information and completing some forms in a way that “ticks the boxes”. Most tax preparers and CPA’s are focused on volume and standardization, not on creating an individual strategy to maximize your benefit.
Trajectory’s Tax Planning service is about proactively designing an actionable plan that will help you to legally maximize the benefits available to you in the tax code and implementing them throughout the year.
Tomorrow never comes… Now is the time to get the experts on your team, and change your financial trajectory.
Why “fractional” services?
Get all our expertise – at a fraction of the cost.
As every business grows, so does the complexity. You may feel trapped trying to juggle responsibilities outside your expertise, with less and less time to actually grow your business and a growing anxiety about keeping it together.
Maybe you have been stuck, hitting against an invisible ceiling. You want to break through to a higher level, but you’re unsure where’s the best place to start and what systems you need to handle anything more.
You know you need an expert to help share the load, bring answers and a fresh perspective. The old ways won’t take you to new lands, but the jump to a full-time CFO is a big commitment.
With our Fractional CFO services you don’t have to give up on growth and settle for average, or worse, keep flying blind with little insight into your business and no clear picture of the future.
What if I already have a CFO or finance team?
Fantastic! We’ll work with you and your team to provide backup during surge periods, or for special projects so you don’t risk being distracted from core responsibilities.
We can help review and improve systems, develop finance tools like custom spreadsheets, dashboards, due diligence services, cover backlogs or special reconciliations. All under the direction of your current CFO.
Don’t underestimate the value of adding additional perspective to the team, particularly on significant commercial transactions. Why carry all the risk yourself, with no other experts to act as a sounding board or cover blind spots?