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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
AcquireTek Is on its way back in 2025 with a new exciting M&A offering! Stay tuned!!!
SCC was originally founded in 2006, and initially conceived as a direct marketing arm for dealerships. Distinguishing itself by offering premium plans directly to consumers underwritten by A-rated insurers, SCC helps car owners find the right vehicle protection plans within their budget. Our VSC (Vehicle Service Contract) agents walk consumers through the many options available to help navigate the extended auto warranty landscape. Our mission at Secure Car Care is to help you have a better car repair experience by finding the best protection plan for you and your vehicle.
FourLeaf Federal Credit Union, headquartered in Bethpage, New York, is a federally chartered credit union with over 480,000 members and $13.4 billion in assets as of late 2024. Originally founded in 1941 to serve employees of Grumman Aircraft Engineering Corporation, it has evolved through several name changes, most recently rebranding to FourLeaf in early 2025 to reflect its nationwide expansion and modernization. FourLeaf operates under a federal community charter, allowing it to serve all residents of Nassau and Suffolk counties, as well as members nationwide. The credit union focuses on community engagement and offers a range of services, including deposit accounts, lending solutions, digital banking, and financial planning. With 32 branches and access to over 30,000 surcharge-free ATMs through the CO-OP network, FourLeaf is committed to providing member-focused services. The credit union is also actively involved in the community, sponsoring events like the FourLeaf Air Show and initiatives such as the Annual Turkey Drive.
Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.