Office Locations:
Midwest
South/Mid Atlantic
New England
Strategies, Solutions And More
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.”
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.”
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.
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
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
Other analytics and projects as proposed by management
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.
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.
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 | ✓ | ✓ |
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