Areas of Expertise
REVENUE & EBITDA IMPROVEMENT
We help companies strengthen their financial results by measuring the performance of current products and services, developing appropriate pricing strategies, and identifying more profitable product / service mixes to improve their bottom line. In addition, we streamline operations, eliminate redundancies, align people with processes, and help companies reduce expenses.
INTERIM AND PART-TIME CFO SERVICES
Whether senior financial leadership is needed during a staffing transition or on a permanent part-time basis, organizations find our services both comprehensive and affordable. We are hands-on, strategic, and dedicated to our clients’ success. As a key member of the leadership team, we provide solutions that improve operating margins and align with our clients’ strategic objectives. We mentor, coach, and train the finance team to build their confidence and ensure they continue performing at their best.
We bring clarity to a chaotic environment. We offer more than 25 years of experience identifying strategic and operational weaknesses and executing cost-effective solutions to preserve stakeholder value. Our services include cash flow and liquidity management; financial modeling and forecasting; cost containment; and negotiating with suppliers, creditors, and customers to optimize cash balances.
PROCESS IMPROVEMENT AND STREAMLINING MONTHLY CLOSE
A 2016 Institute of Management Accountants survey revealed that only 20% of finance teams are very satisfied with their current monthly close process. We review the full accounting cycle and eliminate non-value added tasks, streamline work flows, and realign roles and responsibilities to ensure greater accountability. We also review current balance sheet reconciliations, variance analyses, and profitability measurement tools and design improved templates for the finance team. By reducing the time devoted to completing the monthly close, we enable the finance team to concentrate on providing the in-depth analyses needed to support executive decision-making.
DUE DILIGENCE AND POST-MERGER INTEGRATION
Attracting capital to build capacity and expand market share depends on an organization’s ability to communicate value clearly and confidently. We reduce the stress of due diligence by converting non-compliant financials to GAAP and by working to ensure their accuracy and completeness. Post-merger, we integrate people, processes, and systems to maximize shareholder investments.
Whether you’re looking for assistance designing your pricing strategy, selecting or transitioning to a new ERP, developing next year’s budget, or preparing for a third-party audit, we manage your financial projects with excellence and care. Not sure what your team needs? An assessment of your finance organization will identify your team’s strengths as well as opportunities to improve performance and results.