Process Transformation & Improvement

Business Process Improvement

Treasury Operations

Skills Development and Training

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Skills Development & Training

Mergers and Acquisitions

IPOs

Bankruptcies

Divestitures

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Financial Reporting & Analysis

External Financial Reporting

Internal Management Reporting

Key Performance Indicators

Planning, Budgeting and Modeling

Account and Transaction-Level Analysis

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Technical & Operational Accounting

Revenue Recognition Implementation

GAAP Conversions

Policies and Procedures

Accounting Operations

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Remediation & Audit Response Support

Reconciliations

Audit Response

Why Financial Consulting?

From start-ups to turnarounds, our financial consultants are here to help you succeed. 

 

 

When things start looking down...

 

Is your company viable?

Is your business unique?

Is your company sustainable?

 

 

We will work with you.

We help you to gather the tools you need for success and we teach you how to use them.
 
We also place people and begin solution-oriented consulting work
by working internally with their people and systems.
Your Start-Up
  • Financial Plan and Business Model

  • Fundraising/Financing Strategy

  • Financial Statement Preparation

  • Account Reconciliations

  • Accounts Receivable

  • Accounts Payable

  • Daily/Weekly Transaction Processing

  • Cash Management

  • Payroll Processing

  • We define the best form of entity

  • Acquire Operating Agreements

  • Create Articles of Incorporation

  • Assess your financial needs

  • Secure capital

  • SBA start-up loans

  • Assist with lines of credit and debt financing

Your Vision

You have the vision and we are your "How-To" guide.

Your New Company

You have more customers and are becoming a part of the community. Staff is growing along with revenue and cost. You need some cash flow management….

  • Debt/Equity Financing

  • Financial Modeling

  • Scenario Planning

  • Budgets & Forecasts

  • KPI Reporting

  • Development of Internal Controls

  • Management/BOD Reporting

  • Bank/Third-Party Reporting

  • Legal Liaison

  • Audit Management

  • Contract Review

  • Timely Monthly Close

  • Financial Analysis

  • Capital Planning

  • Mergers & Acquisition Support

  • Accounting/ERP Implementations

  • Operation Audit

  • Performance Analysis & Benchmarking

  • Financial Due Diligence

  • Compensation Planning

  • Mentor/Train Key Personnel

  • Insurance & Risk Management 

  • Financial Process Improvement

  • Post-Merger Integration

  • Performance Management

  • Analyze & Justify Use of GAAP

  • Review & Documentation of Policies/Procedures

  • Financial Analysis

  • Vendor Audits

  • Revenue Accounting

  • Account Reconciliations

Establishment

You are a well-oiled machine with sizable revenues, management, customer base and productivity. The company is established and you are focused on expansion, control and compensation.

Growth

Ready to expand?

With our help you are able to handle progression and growth of your business.

CONSULTING

FINANCIAL TOPICS

 

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