Office Locations: Midwest South/Mid Atlantic New England

Our Services

We Are Your Total Solutions Partner

Strategic Finance Consultation

  • Strategic Planning
  • Capital/Debt
  • Audit Committee
  • Product or Geographic expansions
  • FP&A
  • Treasury

GAAP/Technical Accounting

  • Revenue Recognition
  • Goodwill Impairment
  • Inventory/AR
  • Tax
  • Financial Reporting
  • Internal Controls

Advisory Designed to Build Trust and Purpose

  • Navigate Economic Uncertainty
  • Enable Growth
  • ESG and Adaption to Current Regulations/Trends
  • Accelerate Automation and Transformation
  • Cultivate Finance Talent and Culture

Systems Design and Implementations

  • ERP
  • CRM
  • Planning./Forecasting
  • Business Intelligence / Analytics
  • Security
  • Interoperability

How Can We Help You?

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

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

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 work with your team to 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), 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 business process documentation, change management, data migration, software configuration, customizations, 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 - performing risk analysis, documenting 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
  • Migration and/or integration of business systems, data, and processes
  • Accounting transitions - examining acquired accounting positions for accuracy and alignment with corporate policies
  • Regulatory compliance;
  • Post-transaction support.

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.