Financial Advisory Services

Whether you need assistance with a specific accounting situation, are creating a new financial plan or budgeting process for your organization, or would like outside advice on your company’s financial outlook, our services can help ensure that your organization’s accounting and finance department is properly managed—and grown.

We offer a range of financial advisory services, including:

Part-time Controller/CFO
Budgeting
Internal controls and procedures
Cash management

Planning
Software selection
Special projects
Liaison between CEO and board/investors

Part-time Controller/CFO
Whether your needs are temporary or long-term, project-based or comprehensive, our services can provide you with the expertise and vision of a seasoned Controller/CFO. Our financial experts can function as an integral part of your company's team to manage accounting, financial and administrative duties. Our services can help you:

Minimize costs by outsourcing specific financial projects or duties when a full-time CFO is unnecessary
Ensure ongoing expert financial oversight during the temporary vacancy of the CFO/Controller position
Add to your team an experienced financial executive on an "as needed basis"

Budgeting
Controlling costs and managing your assets are essential to your continued financial success. Our services can help you:

Develop monthly, annual and long-range budgets
Control costs and manage cash flow
Reduce the risk of unexpected financial events

Internal controls and procedures
Putting proven and effective financial controls and procedures into place improves operational efficiency, protects your financial security and provides compliance with industry regulations. Our services can help you:

Design and implement operating policies and procedures
Safeguard your assets by locking down financial access and implementing essential controls
Improve operations by providing repeatable and manageable financial processes

Cash management
Effective cash management requires an understanding of your market, an appreciation of your unique business and financial expertise. Our services can help you:

Develop techniques and reports to predict cash flow
Effectively manage your cash resources

Planning
Your financial success requires expert planning and execution, both for meeting your long-term goals and overcoming short-term changes in your financial situation. Our services can help you:

Prepare short- and long-term plans for your finances based on your company’s goals and plans
Create product pricing and costing models
Plan for expansion or downsizing
Write a viable and researched business plan
Develop a comprehensive strategic business plan

Software selection
The management of your financial assets is made both more efficient and more effective through the use of financial software that fits your specific business. But choosing the best solution for your needs can be time-consuming and complicated. Our services can help you:

Improve accounting and financial reporting by selecting and installing an accounting package that fits your specific needs
Improve Customer Relations Management (CRM) operations through the use of software
Evaluate different solutions and provide advice based on your needs and our experience
Design your solution for your unique situation, making the most of the solution’s flexibility and features
Manage the ongoing use of these solutions, as your needs develop

Special projects
Preparing for a change in your organizational or financial structure requires expert financial advice, often beyond the scope of internal resources. Our services can help you:

Prepare and implement merger and acquisition plans
Develop a business plan
Create capitalization plans
Interface with investors, accounting firms, attorneys and financial institutions