CONSULTING
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
Your Vision
You have the vision and we are your "How-To" guide.
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Financial Plan and Business Model
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Fundraising/Financing Strategy
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Financial Statement Preparation
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Account Reconciliations
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Accounts Receivable
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Accounts Payable
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Daily/Weekly Transaction Processing
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Cash Management
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Payroll Processing
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We define the best form of entity
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Acquire Operating Agreements
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Create Articles of Incorporation
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Assess your financial needs
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Secure capital
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SBA start-up loans
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Assist with lines of credit and debt financing
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….
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Debt/Equity Financing
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Financial Modeling
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Scenario Planning
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Budgets & Forecasts
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KPI Reporting
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Development of Internal Controls
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Management/BOD Reporting
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Bank/Third-Party Reporting
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Legal Liaison
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Audit Management
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Contract Review
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Timely Monthly Close
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Financial Analysis
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.
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Financial Process Improvement
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Post-Merger Integration
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Performance Management
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Analyze & Justify Use of GAAP
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Review & Documentation of Policies/Procedures
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Financial Analysis
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Vendor Audits
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Revenue Accounting
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Account Reconciliations
Growth
Ready to expand?
With our help you are able to handle progression and growth of your business.
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Capital Planning
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Mergers & Acquisition Support
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Accounting/ERP Implementations
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Operation Audit
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Performance Analysis & Benchmarking
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Financial Due Diligence
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Compensation Planning
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Mentor/Train Key Personnel
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Insurance & Risk Management
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.
Process Transformation & Improvement
Business Process Improvement
Treasury Operations
Skills Development and Training
Skills Development & Training
Mergers and Acquisitions
IPOs
Bankruptcies
Divestitures
Financial Reporting & Analysis
External Financial Reporting
Internal Management Reporting
Key Performance Indicators
Planning, Budgeting and Modeling
Account and Transaction-Level Analysis
Technical & Operational Accounting
Revenue Recognition Implementation
GAAP Conversions
Policies and Procedures
Accounting Operations
Remediation & Audit Response Support
Reconciliations
Audit Response