Our Offerings, tailored to meet your Objectives.

Our broad range of expertise can help you tackle just about any business question.

What sets us apart: We will not simply focus on the issue you present us, but we will always keep your whole business in mind, and never will hold back if we see something else that may need your attention.

We’re not pleasers - we’re solvers.

Below is a sample of the business areas & topics that we confidently claim expertise, in. Our services - which we tailor to address your specific needs - may draw from one or many of these areas as our approach is holistic and we always keep your business model, strategy, and goals front of mind.

Accounting & Finance

  • Financial statement preparation and account reconciliations

  • Business financial health analysis

  • Internal controls

  • Tax compliance preparation

  • Advanced accounting topics: Revenue, leases, software, R&D, assets.

  • Financing alternatives: Equity or debt decisions

  • Profitability of products & overall business analysis

  • US Sales taxes: analysis, prep, filing

Operations & Systems

  • ERP system setup and integration, specialized in NetSuite

  • Setting up chart of accounts, cost centers & work breakdown structures

  • 3rd party applications and connections to ERP (Billing, expenses, payroll, travel)

  • Metrics and reporting

  • Business registration, licensing, tax registration

  • Operational efficiencies, processes & workflows

Strategy & Planning

  • Strategy, market, positioning analysis

  • Product pricing, packaging analysis

  • Preparation for business expansion, acquisition, or sale

  • Evaluation of capital investments for operations

  • Forecast & budgeting: sales, commissions and overhead expenses

  • Business plan creation

  • ERP, expense, travel, HR, credit card, treasury software integration planning

  • End to end process design

Our Services

Our areas of expertise fall into these general service areas.

  • Businesses of all sizes benefit from having an objective & knowledgable person steering the company towards financial success, but many business owners worry they can't afford a full-time CFO. Fractional CFO services unlocks the benefits of having a CFO, but on a temporary or part-time basis.

  • Full Sail Advisors specializes in implementation of ERP systems - particularly NetSuite. We can help you build your specific processes, and connect to other 3rd party applications in billing, expense management, travel, HR, and contract management. With that, we'll help you design roles & processes to automate as many steps as possible, keeping your operations lean.

  • These services are best for financially-specific issues or goals you have, where you don't need the full scope of fractional CFO services. Situations where your strategy is laid out, but the next questions arise of "How do we pay for this?", or "What sort of return will this offer us?" are just two examples of where we can help. The results of your business often come down to deciding between alternatives: to expand or not, to launch this new product, to enter a new territory, to raise debt or equity - all are just the tip of the iceberg. Our expertise can help you model out your options to make the most optimal decisions.

  • Accounting is a foundational part of doing business, and goes beyond basic bookkeeping. Maintaining good practices & procedures of making entries, reconciling your accounts, being able to organize your results into compliant (and useful) financial statements will help you stay compliant and inform all other parts of your business' results.

  • You may have a great new idea, taken some first steps to launching, or in your first months of being in business but are stuck on some obstacle. Allow us to dive into whatever question or concern might be at hand and partner with you to get things on the right track! When it comes to forming & launching small businesses - that's one of our strongest areas.