On any engagement, our involvement may include:
- CFO/COO/Controller level leadership on a part-time or interim full-time basis customized to fit client needs
- Developing a long-term business plan including annual budgets and forecasts
- Creating cash flow plans and processes to monitor results against that plan
- Monitoring the ongoing success of the business by creating management metric reports
- Improving the accounting closing cycle and providing timely financial reporting and analysis
- Providing implementation support for a transaction or project
- Mergers and acquisitions pre-acquisition due diligence and post-transaction integration plans
- Day-to-day bookkeeping services
- Audit preparation for start-up or early stage enterprises
- Business process re-engineering
- Preparing for debt refinancing or raising private equity
- Assisting family business ownership teams