ELITE FINANCIAL LEADERSHIP
Strategic financial consulting and remote software migrations for AEC firms and non-profits without corporate overhead.
Our Services
01.Remote Controller Service
This service provides fractional CFO-level financial management, including strategic oversight, financial analysis, and reporting to help your business make informed decisions. It is ideal for small to mid-sized companies seeking professional financial guidance without full-time overhead. This service includes regular financial reviews and customized reporting tailored to your business needs.
02.Software Migration Support
This service assists businesses with complex software transitions, including from Deltek Vision to Vantagepoint and QuickBooks. Our expert team manages the entire migration process, ensuring data integrity and minimal downtime. We also support ERP setup and integration to streamline your operations effectively.
03.Financial Planning & Payroll
This service offers tailored budgeting, forecasting, and payroll management to support your business growth. It includes detailed financial modeling, cash flow planning, and payroll processing to ensure accuracy and compliance. Our solutions are specifically designed for small-to-midsize businesses, non-profits, and AEC firms.
04.Bookkeeping
At Set Consulting, our Bookkeeping service is designed to streamline your financial processes, ensuring accuracy and compliance while freeing you to focus on growing your business. We provide comprehensive financial reporting and tailored solutions that align with your unique needs, demonstrating our commitment to transforming finance and simplifying your path to success. Let us handle the complexities of financial management so you can concentrate on what matters most – your business.
(02) STRATEGIC LEADERSHIP
Financial Leadership
Empowering AEC firms and non-profits with elite fractional Controller services and robust general ledger management.
We provide fractional Controller offerings that bridge the gap between corporate overhead and operational agility. Our full-cycle bookkeeping and general ledger management ensure your financial data is accurate, transparent, and ready for strategic decision-making.
- Full-Cycle BookkeepingGeneral Ledger ManagementFractional Controller ServicesSoftware Migration Strategy
Deltek Vision to Vantagepoint
We specialize in the seamless transition of complex AEC project data from legacy Deltek Vision systems to the modern Vantagepoint platform. Our methodology ensures that intricate project schedules, resource allocations, and financial tracking are preserved with absolute precision, minimizing downtime for your firm.
QuickBooks Transitions
Expert-led migrations from QuickBooks to cloud-based accounting solutions. We manage the full lifecycle of data transfer, ensuring your financial records remain intact while optimizing your workflow for remote operations and scalable growth.
Strategic Planning
Expert budgeting and forecasting tailored for small-to-midsize businesses, non-profits, and AEC firms. We provide fractional Controller offerings and full-cycle bookkeeping to ensure your financial leadership remains elite without corporate overhead.
Elite Leadership Without Overhead
Experience elite financial leadership delivered remotely. We provide fractional Controller services and complex software migrations without the corporate overhead. Our strategic approach ensures your AEC firm or nonprofit operates with technical precision and architectural efficiency.
GET IN TOUCH
SAMANTHA@SETFINANCIALCONSULTING.COM
718.791.7770
NEW YORK TRI-STATE AREA (SERVING CLIENTS NATIONWIDE)