Client Porftolio
Enabling Clients To Focus On What Matters In Real-Time with Digital Visualizations
Each business we service is unique, but the fundamental needs are the same- they want to control & maximize positive outcomes by reacting to what will become a problem before it does.
The Factor Group achieves this by coupling activity level data, unique to each business, with live financial information to create forward looking visibility that empowers leaders to win.
Within 12 Months.
Clients don't just stay - they send their friends.
Our results speak for themselves.
Factor Enables Client Companies To Get Mission Focused.
Capstone Financial Advisory
Strategic forecasting, due diligence,
transaction advisory, valuations, capital structure augmentation, fully integrated FP&A solutions.
Accounting & Controllership
Month-end close, accounts payable, payroll,
sales tax filings, treasury support, 1099 prep.
IT Admin & Security
Cybersecurity, audits, e-commerce,
analytics, cloud services, and IT support.
Development & Visualization
Full-stack development, UX design,
and technical consulting for digital growth.
Our Approach
We isolate key business variables and apply data-driven strategy
to deliver measurable improvements and long-term value.
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1. Business Discovery
We conduct deep-dive assessments to surface inefficiencies,
financial blind spots, and technology gaps that hinder growth. -
2. Strategic Planning
Leveraging insights, we develop tailored plans
across finance, operations, and IT to drive sustainable value. -
3. Implementation & Execution
Our team integrates directly into your processes
to execute solutions with precision and transparency. -
4. Performance Monitoring
We track KPIs in real-time and adjust strategies
to ensure you’re capturing sustainable value across the board.
