Featured Case Studies
Proven Solutions to Navigate Complex Accounting Problems
Since 2006, our CFO consulting services have helped businesses like yours increase profitability and navigate through uncertain times.
Regardless of your company’s industry, size or status, our fractional CFO financial consulting partners will tap their vast experience and resources to help you get on the right track toward financial stability or realization of an exit strategy.
Our case studies showcase our premier financial management services, which have helped C-suite clients and businesses navigate complex accounting and finance problems while resolving unique financial dilemmas.
-
November 18 , 2016
Industry: Financial InstitutionsType of Service: Planning & Analysis
Engaged as advisor to chemical manufacturer. Company was not able to place a needed coverage in the commercial insurance market;..
Read More -
November 18 , 2016
Industry: Financial InstitutionsType of Service: Planning & Analysis
Worked with a large credit association that incurred a dramatic increase in the purchase of their liability insurance. Developed a..
Read More -
November 18 , 2016
Indutry: Financial InstitutionsType of Service: Planning & Analysis
Family owned company sought tax effective method to issue dividends. Worked with client to establish a captive that provided select..
Read More -
November 09 , 2016
Industry: Business ServicesType of Service: Finance Transformation
Project Managed and executed the installation of a cloud-based Enterprise Resource Planning system for a 100+ staff, multi-office professional services..
Read More -
September 19 , 2016
Industry: Financial InstitutionsType of Service: M&A/ Liquidity Event, Planning &..
Provided business advisory services to investors looking to raise money to buy a community bank. Services provided included preparing financial..
Read More -
September 19 , 2016
Industry: Financial InstitutionsType of Service: Technical Accounting
Set up the audit committee, including: charter, priorities and meeting format for a public company's Financial Services subsidiary. Solid planning..
Read More
Could Your Business Benefit from our
CFO Suite of Services?
Attaining your company’s top financial goals begins with a proven financial management services firm with demonstrative results.
Learn more about our award-winning CFO financial management services today.