Our Services

  • With an on-going monthly engagement, I work with your team to review and understand your finances and forecast for the future. Cash Flow Forecasting is of paramount importance. I provide an on-line portal to view the work we do together.

  • With an on-going quarterly engagement, I work with your team to review and understand your finances and forecast for the future. Cash Flow Forecasting is of paramount importance. I provide an on-line portal to view the work we do together.

  • Debt Sourcing & Management

    Equity Sourcing & Management

    Insurance Sourcing & Management

    Working Capital Analysis

    Lines of Credit

    Letters of Credit

  • Budgeting

    Forecasting

    Balance Sheet Review

    Income Statement Review

    Statement of Cash Flows Review

    Key Performance Indicators

  • Pro-Forma Analysis

    Job Costing

    Job Profitability

    Profit Margin Analysis

    Investor Communications & Reporting

  • Systems Implementation

    Employee Assessments

    Property Evaluations

    1031 Investments

    Opportunity Zone Investments

Neil and his team at Grip-CFO were exceptionally helpful to me and my team as we worked together to develop and refine the financial model for our initial equity raise.   In particular, the financial model was presented in a way that did not overwhelm non-financial folks, which unfortunately had been the outcome of my experience with others prior to Neil’s involvement.  The team also provided an exceptional Powerpoint presentation to be used for equity presentations which was head and shoulders above what I have previously seen from others.   I look forward to working with Neil and his team again as our business grows.”

-Walter L., CEO of a SaaS Company