Case Study – Nonprofit CFO Monthly Board Presentation

Industry: Nonprofit Type of Service: Planning & Analysis Issue A new CFO joined at non-profit educational institution, and she found it very time-consuming to produce the monthly financial presentation to the board. Due to its complexity, she was the only one in the department who could produce the report. Finally, many of the reports contained… Continue reading Case Study – Nonprofit CFO Monthly Board Presentation

Case Study – Nonprofit Audit

Industry: Nonprofit Type of Service: Pre-audit Issue The CFO of a nonprofit desired to mitigate a number of accounting weaknesses identified by its auditors, and wished to have the audit completed much sooner and more efficiently than in the prior year. What We Did The CFO engaged CFO Consulting Partners (“CFOCPs”) to identify and mitigate… Continue reading Case Study – Nonprofit Audit

Case Study – Private Equity Firm Sells Portfolio Company

Industry: Private Equity Type of Service: Accounting & Finance Outsourcing Background A private equity firm desired to sell one of its portfolio companies. The company, with sales of $75 million, was a leader in the fashion industry. The incumbent Chief Financial Officer and Controller left at the start of the sale process. Issue The company… Continue reading Case Study – Private Equity Firm Sells Portfolio Company

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