Financial Services Offered
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Financial Strategy Development
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FP&A
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Financial Reporting
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Cash Flow Management
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Risk Management
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Capital Management
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Board Presentation
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Banking Relationships
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Financial Systems Selection and Implementation
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Investor Relations
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Mergers and Acquisitions (M&A)
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Compliance and Regulatory Oversight
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Business Performance Improvement
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Strategic Decision support
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Interim Management
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Contract Management and Negotiations
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Training and Development
FINANCIAL OPTIMIZATION
TECHNICAL ACCOUNTING
Advise management on accounting implications of transactions, prepare memoranda, and liaise with external auditors on a wide range of topics such as: revenue recognition, leasing, business combinations & disposals, goodwill & intangibles, impairment, stock-based compensation, restructuring, complex debt and equity arrangements, GAAP changes. Going a step further, we work with your team to execute on the conclusions, including preparing journal entries and implementing process changes as necessary.
FINANCIAL REPORTING
Assist or lead the financial reporting process for public and private companies, such as: drafting financial statements & disclosures, completion of disclosure checklists and supporting documentation, coordinating with external auditors, internal and outside counsel, investor relations and other key stakeholders.
AUDIT PREPARATION & SUPPORT
Assist with all aspects of external audit preparation, such as: preparation of schedules, documentation and memoranda to fulfill audit requests, and reviewing accounting for transactions to ensure compliance with accounting rules. Our extensive experience working with auditors means that we know how to complete an audit efficiently, saving both time and fees.
MERGERS & ACQUISITIONS
Advise, report and provide tactical solutions throughout the deal life-cycle, such as: due diligence, integration, purchase price allocations, pro forma reporting requirements, and associated accounting memoranda.
SYSTEMS SELECTION AND INTEGRATION
Identifying, evaluating, and implementing software solutions that align with organizational needs. This involves thorough assessment, vendor evaluation, and customization for seamless integration. The process includes planning, data migration, training, and ongoing optimization to enhance operational efficiency and drive organizational growth.
