Bookkeeping & Payroll: Ensure clients' financial records are maintained, including payroll management and tax filings.

Financial Reporting: Facilitate access to firms that generate timely and compliant financial statements.

Fractional Controllership/CFO Services: Introduce clients to fractional CFOs and controllers to oversee financial operations and provide strategic guidance.

Transaction Advisory: Facilitate introductions to experts in mergers, acquisitions, and capital market transactions.

IPO Readiness: Connect clients with specialists who prepare private companies for the IPO process, ensuring financial audits, compliance, and proper financial systems

Referral to Capital Providers: Connect clients with private equity firms, venture capitalists, investment banks, and other funding sources to help raise capital for expansion, M&A, or other growth strategies.

Debt & Equity Financing: Guide clients toward appropriate debt and equity solutions based on their specific business needs.

Directors and Officers Liability

Errors and Omissions Liability

General Liability

Commercial Property

Cyber Liability

Business Auto

Shareholder Communications: Facilitate connections to services for enhancing shareholder communication and improving investor engagement.

Press Releases: Refer clients to firms that can craft and distribute press releases, ensuring that key corporate updates, financial results, and announcements reach the right audience effectively.