Improving Financial Stability & growth

Resolving cash flow challenges

Raising capital (debt or equity)

Improving reporting and recordkeeping

Optimizing systems for scalable growth

Providing long- and short-term forecasting

Organizing historical financials

Creating long-term financial strategy

Routine bookkeeping and month-end accounting

Forecasting cash, revenue, expenses, and profit

Annual budgeting

Monthly budget vs. actual analysis

Strategizing with management and providing financial expertise

Negotiating debt arrangements

Maintaining relationships with banks, lenders, and investors

Analyzing customer acquisition costs and lifetime values

Working with CPAs on annual tax filings

Performing due diligence and valuation on business acquisitions

M&A due diligence

International subsidiaries consolidation

Cashflow management

Internal system implementation

IT systems and business processes

Risk management

Custom modeling financial data

Expert advisory and fundraising strategy

Planning and exit strategy

Pricing analysis

Budgeting

Investors relations

Forecasting

Growth analysis

Conduct financial forecasting for purchasing, research and development (R&D), hiring, capital raises, sales structure, industry trends, projections, and business goals

Develop Staff by training internal personnel

Optimize systems through the implementation of financial systems, practices, and reporting

Maximize profitability through the review of cash flow, vendor contracts, and compensation strategy

Promote sustainable growth

Raise capital by assisting with the preparation of fundraising efforts, negotiating terms, and devising a plan to utilize cash infusion

Business Advisory Experts

Business Consultants

Business Management Consultants

Business Plan Consultants

Business Process Optimization Consultants

Business Research Consultants

Certified Public Accountants (CPA)

Corporate Finance Consultants

Cost Transformation Consultants

Data Analysis Consultants

Due Diligence Consultants

Economic Development Consultants

Equity Research Analysts

 Excel Experts

Finance Experts

Financial Analysts

Financial Benchmarking Consultants

Financial Forecasting Experts

Financial Modeling Consultants

Financial Writers

Fintech Consultants

FP&A Managers

Fractional CFOs

Fundraising Consultants

FX Consultants

Growth Strategy Consultants Experts

Integrated Business Planning Consultants

Financial forecasting

Strategic and financial consulting

Raising capital

Financial reporting

Accurate and timely monthly financial reporting

Accurate and timely regulatory reporting

Highlighting performance metrics

Managing SEC compliance/reporting requirements.

Planning and analysis

Formal business valuations and insights

Rigorous financial modeling and planning

Detailed budgets and forecasts

Performance analysis and benchmarking

Development of strategic plans with deep understanding of underlying economics.

Finance or Accounting Oversight

Cash management

Oversight and training of existing and new company accounting personnel

Management of customer credit, payment history, and risk profile

Oversight of administrative areas such as purchasing, invoicing, and personnel

Re-financings, capital raises, and mergers/acquisitions.

Systems and processes

Implementing stronger internal controls and systems to ensure disciplined monthly closing cycles

Transitioning to new accounting software

Oversight and management of information systems.

Trusted Financial Advisors

Strategic knowledge and insight

Compensation planning and management option plans

Review of financially important contracts and terms

Key senior management team member

Transition planning.

Lenders and Investors

Preparing and negotiating loan packages

Serving as company CFO for investor relations, external marketing 

Project Management

Conducting financial due diligence around deals

Clean-up of problem situations.