Save time and get more done

All of our plans give you the freedom to focus on the jobs that matter. Simply choose whether you need a accountant, financial controller or a virtual CFO and we’ll do the rest 

Financial Insights - Accounting

Accurate and timely financial information to help you make better business decisions.

Bookkeeping

Whether we work directly with your internal accountant or prepare your books ourselves, we ensure accurate financials with CPA oversight. 

Financial statements

Valuable insights into your business’s financial performance with monthly and annual financial statements.

Tax planning and compliance

Our tax specialists will proactively look for tax planning opportunities year-round and prepare your annual business tax filings.

Ongoing support

Scheduled monthly meetings to review your financials and unlimited online support.

Financial Management - Controller

Optimize your financial strategy with deeper insights and proactive decision making. 

Financial forecasting

Anticipate future financial trends, cash requirements and revenues.

Performance management

Elevate your business performance with KPI tracking and analysis. 

Management reports

Key financial insights and actionable advice, presented monthly.

Cash-flow forecast

Manage your business’s financial health with cash flow forecasting and planning. 

Financial strategy

We work with your management team to build a financial strategy to achieve your personal and business goals.

Financial Strategy - CFO

Drive your business with growth-focused comprehensive financial analysis, insights, and strategy.

Product analysis

Maximize your market potential with pricing, costs, and margin insights for every service or product you offer.

Employee performance

Analyze employee performance objectively using the metrics that matter the most for your business.

Resource planning

Collaborate with your team to analyze, plan, and budget for the resources you need to succeed, from expanding your workforce to acquiring new equipment.

Project performance

From taking on new contracts to analyzing the performance of existing divisions, your CFO will partner with you to get the best results.

Bank and investor relations

We have experience assisting clients obtain various forms of debt and equity financing. We can assist or manage your bank and investor relations to help you get the capital you need.

Find out if a virtual CFO is right for your business

Some businesses need a full-time CFO, but for others it makes more sense to work with a team like Motion.

Let’s have a conversation to see if Motion is right for you.

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