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.
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September 19 , 2016
Industry: Business ServicesType of Service: Entrepreneurial, Planning & Control, M&A/..
Functioned as the Interim CFO for a B to B startup company looking to raise venture capital money. Prepared and..
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September 14 , 2016
Industry: Financial InstitutionsType of Service: Technical Accounting, Planning & Control
Hired as project manager for the completion of a capital plan required by regulators. The assignment was to develop an..
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September 14 , 2016
Industry: Financial InstitutionsType of Service: Pre-audit, Technical Accounting
Engaged as interim CFO of a $2.0 billion publicly-held national bank with significant credit quality issues. The bank was facing..
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September 14 , 2016
Industry: Financial InstitutionsType of Service: Pre-audit, Technical Accounting
Hired by a Bank that had been late in issuing its previous annual report because of delays in dealing with..
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September 14 , 2016
Industry: Financial InstitutionsType of Service: Finance Transformation
Hired by a Bank to independently review its regulatory "Call" reporting process. Provided a substantial number of suggestions to improve..
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