Our Services

Business Consulting &Advisory - Concierge CFO

Partner with C- Level executives as trusted expert matter in controllership, reporting, management accounting, GAAP accounting & policies, SOX (ICOFR) compliance, audit, tax, revenue cycle management, HR and payroll, M&A due diligence and implementations, business development, FP&A, ERP platforms implementations. We consider the organization’s ecosystem in our approach and deliverables.

Mergers and Acquisitions

Advise and assist client with financial and operational due diligence, deal structure and documents review.  Provide support, evaluate, and implement synergies according to the deal structure to cover various functional areas.  Manage M&A deals valuations for purchase price allocation (PPA) and advise on opening balance sheet accounting entries.

Treasury and FP&A

Cash Management: Cash management is particularly important for evolving businesses. We will work to understand your company’s operating cash cycle and will manage your cash balances and payables on a weekly basis.

Budgeting and Forecasting: We will design a unique monthly budgets and forecasts model tailored to your industry and your business needs. We will leverage your business KPIs to determine the operating drivers for your business.

Accounting Advisory Services

Accounting Systems: Evaluate current use of technology regarding accounting systems used including the chart of accounts set up and proposal for innovative changes to technology to support an ever changing business environment.

Evaluate the use of other technology such as automated credit card transaction reporting, automated AP, and AR transaction activity as applicable to the business; provide recommendation for new technology as necessary, vendors selection and implementation support considering a course of action to support the long term of the business strategy plan.

Policies & procedures reviews, adoption, and implementation: Review existing policies & procedures and will recommend changes or adoptions of new policies as necessary to align with any business changes and support compliance with certain regulatory requirements (GAAP/ non-GAAP).

Transactional Services: Some businesses we work with maintain a bookkeeper on staff to manage day-to-day bookkeeping tasks. If so, that’s perfectly fine. If not, we’ll assume responsibility for this area. We’ll collect and compile all source documents that enable us to record your transactions accurately into your accounting system.

Financial Reporting and Analysis: We’ will reconcile all your accounts and prepare accurate and timely monthly financial statements. We will also help you analyze your results from a business perspective, including identifying trends that are impacting your company’s profitability. When challenges arise, we will work with you to identify potential solutions.

Regulatory Compliance: We will work to ensure that your business complies with all state and local government regulations related to sales and use tax and property taxes. If there is a problem, we will deal directly with the appropriate government agency to resolve it.

Year-End and ad hoc Services: Interface with your tax firm for tax planning and tax preparation and with your audit firm to ensure that your audit is efficient and hassle free. Advise and manage third party engagements for Goodwill impairment, M&A valuations, Quality of Earnings analysis, Lenders Compliance Reporting and Certification. 

Incorporation is the first step in positioning your new business on the path to success. Important financial decisions like this will have a significant impact on profitability and tax exposure so the right decision is critical. We are here to help you get started, from determining the type of entity that best suits your needs to developing a clear strategy for success.

Business advisory and coaching is a transformative partnership that guides you as an entrepreneur and professional through the process of achieving your business and life goals and unlocking your full potential. By providing personalized support, strategic insight, and actionable feedback, as a business coach we empower you to navigate challenges, optimize performance, and accelerate growth. Whether you're looking to refine your business strategy, enhance leadership skills, or improve operational efficiencies, our coaching offers the tools and perspective needed to make informed decisions, foster a positive work culture, and achieve sustainable success. This collaborative approach not only helps in identifying and leveraging opportunities but also in overcoming obstacles, ensuring that you remain on the path to achieving your vision and objectives.