Office Locations: Midwest South/Mid Atlantic New England

About Us

Strategies, Solutions And More

Who Are We?

We are a unique, multi-faceted, full-service advisory and consulting firm with over 150 years of operating and technical expertise in finance, treasury, accounting, risk management, tax, and business operations, business systems evaluation, analysis, and implementation. You can believe us when we tell you we’ve “been there, done that.”

Why Are We Unique?

  • We are a one-stop shop.  We can deliver solutions to most business challenges.  Our solutions are measurable, scalable and will reduce your cost of ownership.  
  • Our experience is balanced between practical business leadership and Big Four advisory, consulting and assurance services.  As long-time publicand private company managers, we’ve had significant exposure to real operating business challenges and strategies along with managing external financial and control audits.  We know how to remediate issues.
  • As a trusted collaborator, we can solve your problems.  

Who Are We?

In 2002, we launched a unique, multi-faceted, full-service advisory and consulting firm. We provide comprehensive expertise in finance, technical accounting, tax, administration, planning, business operations and systems. Our team combines the diverse talents of experienced former company leaders in these critical areas. You can believe us when we tell you we’ve “been there, done that.”

Why Are We Unique?

Unlike most of our competitors, we are a true one-stop shop. We deliver solutions that are measurable, scalable, efficient, and cost-effective.

The combined talent of our team is our competitive advantage. Our backgrounds combine practical business leadership, Big Four advisory and assurance, and general consulting experience. As private and public company managers, we’ve navigated through the same real business challenges you’re facing now, and we did it while maintaining compliance with accounting and other regulatory requirements.

How We Can Help You

As your trusted collaborator, we can solve your problems thoroughly, efficiently, and more affordably than our competitors.

We are flexible and we’ll customize your needs to fit your budget and exceed your expectations. You can leverage our resources through targeted projects or on-going fractional service engagements.

Process and system projects and our fractional services provide clients the leverage of our finance, accounting and business systems/process strengths

Continuous business advisory for effective reporting and informational quality

Evaluate and improve financial processes and remediate internal control gaps

Business systems assessments and recommendations

  • Solutions for (i) Prospect-to-cash, (ii) procure-to-pay, (iii) record-to-report and (iv) compliance

Monthly close

  • Account reconciliations and analytical reviews
  • GAAP compliant documented financial/managerial reporting (audit ready)

Updated forecasts and planning processes

Tax compliance and strategy

Audit committee presentation

Perform the most complex GAAP technical accounting areas such as revenue recognition, goodwill, leases, equity and purchase accounting

Project based advisory and consulting distinctively oriented to guide our clients in the execution of their strategic initiatives

Advisory for IPO readiness and execution

  • Advice and assistance to organizations planning for and executing an IPOs capital market transaction
  • Our experiences address the entire process, including ramping up to the (i) organization meeting, (ii) SEC compliance (quarterly reporting), (iii) quality of information and (iv) internal control / process gaps
  • Provide mentoring, training and coaching to ensure that organization is ready for public-company compliance and expectations.

Mergers or divesture and geographical investments

  • Strategy consultation and ROI analysis
  • Pre-transaction due diligence / Day 0 planning
  • Integrate or segregate business processes and systems
  • Accounting and regulatory compliance

Other analytics and projects as proposed by management

  • Finance and accounting staff augmentation and outsourcing
  • Fractional CFO driving company business and financial strategy, senior management coverage, FP&A, Treasury and Accounting Operations
  • Tax compliance and strategy

Business and Financial Operations

We can help your organization improve your overall efficiency, productivity, and effectiveness by analyzing current operational processes, identifying areas for improvement, and developing strategies to optimize performance.
  • We’ll review and analyze existing business processes to identify bottlenecks, inefficiencies, and areas for improvement.
  • We’ll provide recommendations for streamlining operations, reducing costs, and enhancing overall productivity.
  • We’ll drive the implementation of recommended changes, which may involve training staff, updating business applications, editing or authoring company policies to align with new processes, and restructuring workflows.
  • We’ll collaborate with corporate leadership to align operational improvements with overall business and financial strategies and objectives.

Fractional Services

You can leverage our affordable resources to handle specific accounting tasks or responsibilities on a part-time or as-needed basis. We also provide full-time outsourcing and staff augmentation services when your team is operating at full capacity due to special projects or sudden, unexpected departures. Contact us today for a customized resource package.
  • Sample services include:
  • general monthly close support including contract revenue recognition (ASC 606), cost accounting, financial analysis, and GAAP advisory;
  • financial statement preparation and analysis;
  • tax accounting, compliance, and strategy;
  • treasury management, asset management, budgeting, forecasting, long-term planning, and internal controls;
  • compliance and reporting;
  • audit committee presentation.

Business Systems

Business systems consulting and implementation readiness involves a range of activities aimed at helping your organization effectively adopt and integrate new business systems and applications. 

Our team has experience implementing Tier 1 enterprise resource planning (ERP) and enterprise performance management (EPM) systems, mid-tier cloud-based solutions (e.g., NetSuite, Oracle Fusion), customer relationship management (CRM) applications, and configure, price, quote (CPQ) tools. We can also provide solutions for quote-to-cash (Q2C), prospect-to-cash (P2C) procure-to-pay (P2P), and record-to-report (R2R) projects.

  • Our services include:
  • needs assessments and recommendations;
  • strategic planning - aligning new systems with organizational goals;
  • technology selection including critical evaluations for scalability, integration costs, and vendor support services;
  • full-service implementations including customizations, data migration, change management, business process documentation, and post-implementation support.

IPO Readiness and Execution

Preparing for an Initial Public Offering (IPO) is a complex and detailed process that involves multiple stakeholders and various aspects of your company’s operations.
  • We can assist with key components and considerations for a capital market transaction, including:
  • vetting key IPO advisors including, auditors, law firms and underwriters;
  • SEC compliant financial statements and reporting;
  • corporate governance advisory;
  • financial planning and analysis;
  • technology and business systems readiness;
  • risk management, internal controls, insurance advisory;
  • financial due diligence;
  • regulatory filings;
  • corporate training and mentoring;
  • internal and external communication strategy including employee readiness and public financial communications.

Process Improvements

We can help improve your business processes by streamlining and optimizing the various activities and tasks within your organization. You’ll achieve better results with fewer resource constraints.
  • We will perform:
  • a comprehensive business process evaluation, including:
  • mapping and documentation;
  • process flowcharts;
  • redesign of process flows to maximize efficiency;
  • resource allocation recommendations to optimize your workforce;
  • continuous improvement plan including feedback mechanisms and KPIs;
  • change management training to ensure your employees are prepared for process changes.

Mergers and Divestitures

We can provide specialized advice and support if you are considering a business combination or divesting part of your business. We will help you navigate the complex process of combining or separating businesses, maximize value, mitigate risks, and ensure a smooth transition.

  • We can assist with key aspects of the transaction, including:
  • strategic planning - evaluating the rationale for a merger or divestiture;
  • due diligence - perform risk analysis, document target accounting positions and compliance gaps;
  • valuation - determining the fair value of the target or business segment;
  • Day Zero planning - preparing integration activities and evaluating organizational design
  • Business systems and processes
  • accounting transitions - examine acquired accounting positions for accuracy and align with corporate policies
  • regulatory compliance;
  • post-transaction support.

Business and Financial Operations

  • Strategic Planning, Budgeting, Forecasting
  • Business and Financial Data Analytics
  • Business and Financial process improvement and automation
  • Change management – Regulatory Compliance and leveraging technologies for efficiencies.

IPO Readiness

  • COSO study with gap analysis and improvement plan
  • SEC Form S-1 administration including MD&A and Financial Reporting sections
  • Technical accounting policy and positioning white papers
  • Diligence preparation
  • Organizational development including training and coaching

Technology and Process Improvements

  • Prospect-to-cash, Procure-to-pay and Compliance
  • Internal gap review with improvement plan
  • Process efficiency gap review with improvement plan
  • Design and implementation
  • Documentation

M&A and geographical expansion

  • Strategy consultation and ROI analysis
  • Due Diligence
  • Integrate processes and regulatory compliance

Business Systems

  • Assessments and recommendations
  • Full-service pre-implementation design (scoping, requirements, auditions, blueprints), implementation, training, and post-implementation adoption support
  • Documentation

Other analytics

  • As determined by executive management
  • As determined by operational management
  • As determined by IT and Business Users

Process Improvements

  • Internal gap review with improvement plan
  • Process efficiency gap review with improvement plan
  • Design and implementation
  • Documentation

Audit readiness

  • 409A valuations including impairment analysis
  • General ledger review and reconciliations, technical accounting memos and GAAP financial statements preparation
  • Audit committee preparation and delivery

Our Competitive Differentiators

The CFO-Advisors Boutique Accounting Service Firm Larger Technical Accounting/ Finance Firm System Intergrators Management Advisory And Consulting Firm
Experienced Business Operators ✓
Technical Accounting Expertise ✓ ✓ ✓
M&A Diligence ✓ ✓ ✓
M&A Integration ✓ ✓
International Expansion Strategy ✓ ✓ ✓
International Expansion Execution ✓ ✓ ✓
Business Systems Automation ✓ ✓
Tax Compliance ✓ ✓
Tax Strategy for US Market ✓ ✓ ✓
IPO Radiness ✓ ✓ ✓
Opertaional Planning and Analysis ✓ ✓
Strategic Planning And Analysis ✓ ✓
CFO Coaching And Advisory ✓ ✓