Consulting Services

Advisory, Compliance, Outsource CFO & Controller

Advisory services.  What are they? 

In this age of rapid business growth, successful companies face a myriad of complex financial and operational challenges: requiring clear and confident decision making by business executives.



Our Advisors are deeply knowledgeable former CFOs, Controllers, and DCAA Auditors, who quickly assess business requirements and bring the right resources together to provide efficient and effective solutions and support successful decision making.

We help you clearly identify business requirements, assess solution options, and select the best path for your organization’s unique needs.


How does this work?

We partner with you, ensuring strategic plans and services are in place.  We provide the comfort and confidence of having an expert on your team, so you can sleep at night.


Growing your business through a merger or acquisition.

Financial Due Diligence.  The success and profitability of a merger or acquisition is heavily dependent upon understanding the detailed financial position of the businesses involved. After the merger or acquisition, pitfalls occur when companies are blindsided with information that did not rise to attention during negotiations. This is costly and can derail the entire transaction.  Our advisors are deeply experienced in uncovering a clear financial picture, including strengths, weaknesses, and synergies of merger and acquisition transactions.   We help you achieve smart, profitable, successful growth.


New company?  How does that work?  

Organizational structure.  Ownership structure and business entity selection are important decisions made today that will affect future transactions and have legal and tax implications.  Our advisory services will help navigate these decisions with a goal of minimizing tax and liability concerns. We can help establish your business with ground root decisions providing long-term benefits for your company.


You can’t take it with you.  Start with a future vision!   

Successful succession.  Smart business owners begin defining an exit strategy even while initially establishing a business.  Why is that?  Long term plans will inform and guide the current company structure and management.  Having a vision and plan for the future will avoid pitfalls and roadblocks that tend to arise. When business owners are not prepared, undesirable valuations and failed management transitions may occur.   Whether the goal is to create a family business to endure over generations, a lifestyle business to support owners into retirement, or build a business to sell and monetize, we offer guidance, planning, and support.  Let us help you realize the maximum benefit and value from the company you’ve worked so hard to build.


One size does not fit all.  The abacus is no longer an option. 

Accounting systems.  Have you outgrown your current accounting system?  Manual workarounds are time-consuming and insufficient for management decision making.  We help define requirements, evaluate available system options, and make the best choice.  With deep expertise in a number of systems, we quickly understand and outline the benefits of each option.  The best solution meets business needs now and for the future without overcomplicating processes or overspending.

Post selection.  We support clients throughout new system implementations by providing project management, system testing, additional staffing, and configuration services.  We’re here to help.


Lions and tigers and bears…. oh my!  What is keeping executives up at night? 

Budgets, forecasts, analysis, and pricing.  The best decisions are data driven. Making decisions without sound financial data and analysis can be risky and challenging.  We provide staff support and expertise to help bring this process to life, so decision making is informed and intentional.


Annual budget preparation.  Your roadmap and plan.

We work with you to build a budget to guide spending and decision-making throughout the year.


What happened?  Revenue and expense analysis and projections. 

We help you understand how your business is performing financially and compare that with your plan (budget) to identify what may have changed, and how that may impact future financial results.


Recalculating your roadmap.  Quarterly re-forecasting.

Business happens.  Actual operating results rarely mirror budgets, whether due to new and unexpected income or unanticipated opportunities driving higher expenses.  We work with you to recast the annual budget, creating a forecast that reflects operating changes and revises financial expectations.


RFP?  What’s the right price? 

Pricing and indirect rates.  Preparing pricing proposals and identifying costs well into the future can be tricky.

A prudent safety measure is to stay ahead of the game and have a comparative pricing analysis. This will eventually help you understand what the market’s demands are like and if you are headed in the right direction. We can help you achieve this.


Acquisitions and divestitures.  Due diligence & analysis. 

The companies within the group should be treated as individual entities. It is always safe to know which ones need to be let go and what acquisitions you can make considering your financial position and the current state of the company/unit to be acquired. If all these statistics are available to you in one position, you have your work cut out for you.


Capital expenditures.  Analysis and planning.

Understanding your capital status will help you prioritize your investment expenditure for long term business needs and requirements.


Money, money, money……avoid the headache.  Banking and lending.

Applying for credit can be arduous and time-consuming.  We work with many of our clients to manage the collection, organization, and submission of lending application packages, and to structure lending relationships to support client cash needs.

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