When you are the people who find and invest in companies, you want to make sure that no detail is lost in the management of those investments. Though you may be experienced in the operations and the management of a company, when it comes to the day-to-day accounting and finance function, it helps to have help you can trust.
That’s what Brien Davis of Altacrest Capital chose to do. His private equity firm has a portfolio of consumer product companies focused on e-commerce. Because they sell a variety of consumer goods online through multiple channels, things like inventory and cash management make a difference to Altacrest’s overall bottom line.
“We realized very early on that we needed more than a bookkeeper overseeing the finances of our companies,” Brien said. “We learned really quickly that we needed a partner who looked at these companies with a financial eye and one with a different skillset than ours.”
That company is Tina O’Banion’s TFO Solutions.
“Tina sees a problem, identifies it, and then shares with us how she recommends we solve it,” Brien continued. “We like her opinions on things, her systems and the tools she uses.”
He went on to add that Tina is extremely personable and has a great attitude.
“And she didn’t balk when we gave her a lot of work,” he added.
TFO Solutions LLC is a company based on serving entrepreneurs, established in 2019. We specialize in meeting the needs of your business by helping with accounting, finance and operations from the back office to the board room. Our goal is to help you achieve yours.