Maven Strategic provides numerous services that embodies our goal of being a “trusted advisor” to you and your company. While we cannot be all things to all people, we believe in our ability to find and present you with the best resource for your financial service needs. Please take a closer look at our services. If you have questions or need additional information, please do not hesitate to contact us via phone or e-mail.
Outsourced CFO Services
The following information provides a summary of our OUTSOURCED CFO capabilities: Financial statement preparation, review, and analysis Management reporting (from concept to production) Board of Directors and investor presentations Staff (bookkeeper, staff accountant, etc.) oversight and supervision Business plan and budgeting preparation Due diligence Financing, vendor, and contract negotiation Systems scoping and implementation Interviewing and hiring...
Broker/Dealer Services
While our expertise clearly lies in accounting and financial operations, we've spent many years building a network of service providers that we believe provide the same level of service and expertise in their related disciplines of servicing financial service firms. When you engage Maven Strategic, we open up our resources to you in an effort...
FINOP Services
While no two clients are alike, the following is an outline of our typical FINOP engagement (fees are based on budgeted time and scope of services): First, (in most cases) we will register with FINRA as your firm's Series 27 FINOP. This will allow us to interface with regulatory personnel on the company's regulatory financial...
Outsourced Controller & Chief Financial Officer (CFO) Services
Our OUTSOURCED CFO services are designed to address your needs, regardless of how big or small. Whether you require a professional for a short-term project, or for on-going oversight of your bookkeeper, we can provide you with the appropriate solution. The following information provides a summary of our OUTSOURCED CFO capabilities: Financial statement preparation, review,...