Planning & Analysis

Service Offerings Strategic planning Budgeting Forecasting Dashboard development

Entrepreneurial

Service Offerings Establish/build accounting functions Mentor CFOs and Controllers Support the CEO Connect with a strong network of professionals in other disciplines

Finance Transformation

Service Offerings Implement new accounting systems Business process Improvement Assessment of the accounting function Organizational studies of finance function

Technical Accounting

Service Offerings Quality control reviews of financial reporting including GAAP, IFRS and SEC reports: 10-Qs, 10-Ks Evaluation upgrade and implementation of internal controls for Sarbanes Oxley (SOX) and FDICIA Audit readiness and accounting policies

M&A / Liquidity Event

Scope of Services Buy and sell-side due diligence, including Quality of Earnings (Q of E) reviews Business plans to raise capital IPO readiness Post-merger integration Reverse merger and SPAC accounting Buy and Sell-Side Due DiligenceQuality of Earnings (Q of E) Reporting Protect Your Investment Against Costly Surprises No potential buyer or seller wants any surprises.… Continue reading M&A / Liquidity Event

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