Alignment Financial Firm is Your New CFO

Helping companies transform the way they do business by focusing on the planet, people, and profits.

Let’s transform your business together in three easy steps!

1.) BOOK A CONSULTATION

We’ll meet for an hour to learn more about each other and your general needs and goals for your business.

2.) SCHEDULE A STRATEGY SESSION

When we’re ready to collaborate, we’ll discuss your goals in depth which then creates the framework for your success.

3.) SIGN YOUR CONTRACT

You’ll then receive a contract with detailed plans and a realistic timeframe based on your unique situation.

 How We Can Help

Alignment Financial Firm structures a program that keeps your business organized and thriving, while you spend more time on your passions.

In addition to general accounting responsibilities, We can help you:

● Create a better cash flow perspective

● Build your business or personal credit

● Negotiate with vendors

● Solidify your company’s financial structure

● Secure health insurance for yourself and your employees

● Create a working plan to scale your business

● Develop (or integrate) new environmental sustainability practices.

Customized Financial Services

Alignment Financial Firm structures a program that keeps your business organized and thriving, while you spend more time on your passions.

We offer tailored accounting and financial services ranging from the accountant level to CFO services to meet client needs. 

Some of the services include:
Accounts Receivable
Accounts Payable
Month Close Processes
Maintaining the General Ledger
Labor Management
Inventory management and Analysis
Audit Financial Processes
Financial Statement Preparation and Analysis
Financial Strategy

Work with us

Our Mission

Alignment Financial Firm serves minority-owned and first-generation business owners. We provide financial structure to help them scale their businesses and better serve their communities while becoming a greener and more sustainable company.