We specialize in C-level financial management support.
We offer all types of senior-level financial management and accounting services, which are performed by experienced professionals.
M&A/Liquidity event
- Buy and sell-side due diligence, including Quality of Earnings (Q of E) reviews
- Develop business plans to raise capital
- Introductions to sources of capital and other service providers
- IPO readiness
- Post-merger integration
- Reverse merger accounting
Technical accounting
- Quality control reviews of SEC reports, 10-Qs and 10-Ks
- Evaluating and implementing internal controls
- Regulatory reviews and compliance
- Document accounting practices for audit support
Finance transformation
- Recommendation and project management of the installation of new accounting systems
- Business process improvement
- Assessment of the accounting function
- Finance function organizational studies
Entrepreneurial
- Establish/build accounting functions
- Mentor CFOs and Controllers
- Support the CEO
Planning and analysis
- Strategic plans
- Budgets
- Forecasts
- Dashboard development
- Rating analysis evaluation
Pre-audit
- Documentation of accounting policies and organization of work papers in advance of audit
- Preparation of financial statements for private and public companies
Accounting and finance outsourcing
- Interim CFO and Controller services
- Part-time or fractional CFO and Controller services
