Our Services
Outsourced Finance & Operations
Growing your business but can’t afford to hire full-time accounting and finance roles? We help fill this void by providing high-level back-office functions including, but not limited to, Financial Reporting, Cash Management, Bookkeeping, Payroll, Budgeting, and Mergers & Acquisitions.
Advanced Data Analytics
Want to know what your data is telling you? By leveraging leading software and technology, we can decipher the story behind it. Allowing you to gain the proper insight as you guide decision-making and strategic planning.
Financial Planning & Analysis
Are you ready to start scaling your business? Our Financial Planning & Analysis services give your team the information to plan, forecast, and budget your financial health as you make strategic decisions.
Market Research
Evaluating a new service or strategy is essential to a growing business. We conduct market research and measure the viability of your business's new ideas, giving you the tools to plan your roadmap.
Technology Implementation
Implementing or looking to add new software, technology, or artificial intelligence (“AI”) is often time-consuming and complex. Our software implementation services take this process out of your hands so that you can focus on running your business. Whether the change is department-focused or company-wide, we assist your business in its digital transformation.
Training & Mentoring
Are you hiring finance or operational professionals and don’t have the time to train them properly? We can provide on-demand training to help your new hire grow into a value-added member of the team.
Investment Portfolio Reporting
Have you invested in the public market, private companies, or cryptocurrency? We can help you track, monitor, and report on your underlying investments to ensure you make the right decisions at the right time.
Key Performance Metrics
How does your business measure performance and, more importantly, success? Whether it is customer satisfaction or financial performance, we provide the necessary metrics to gauge your business’s performance against your goals and competitors.
Community of Partners
We have a community of trusted partners that we team with to ensure all client needs are met. At BluePen, we are committed to being a trusted advisor and will leverage our relationships to provide you with long-lasting solutions.