The mission of our Financial Management Outsourcing and Advisory Services group is to help entrepreneurs, management teams and investors achieve their objectives by freeing them from the burdens of financial matters and providing financial insight and leadership to help their organizations reach the next level.
We offer a comprehensive outsourcing solution for the entire finance function, covering virtually every functional area that is typically under the domain of the CFO: corporate financial planning (budgeting, forecasting), accounting and financial reporting, cost/variance/breakeven analysis and other management reporting, profit/cash flow improvement, etc. Our financial management solutions are delivered using a shared services model, enabling companies to effectively share the cost of top-level talent and gain access to subject matter expertise for specific finance and accounting roles, rather than recruiting full time employees for each role or hiring "jacks of all trades, masters of none."
In addition to providing these services on an ongoing outsourced basis, we also provide project-based, consultative advisory services in these areas. With a strategic and operational focus, we bring best practices to bear to bring our clients’ finance function – and their companies – to the next level.
Our Financial Management Outsourcing services are comprised of the following:
CFO Services and Financial Management
- Acting / Part-time CFO
- Acting / Part-time CAO
- Corporate Financial Planning (Budgeting; Forecasting; Financial Modeling)
- Financial Insight, Leadership and Decision Support
- Capital Advisory (Investor / Lender Relations; Bank Reporting; Capital Sourcing; Analysis of Alternatives; Negotiations)
- Corporate Governance / Administration (Technical GAAP Advisory; Internal Control Advisory; Liaison w/ Board, Auditors, Legal Counsel, and Providers of HR, IT, and Insurance Services)
- Transaction Support (M&A; Turnaround / Restructuring)
Accounting
Accounting, Reporting and Compliance
- Acting / Part-time Controller
- Back-office "Shared Services" (Billing; A/R; Collections; A/P; Fixed Assets; Inventory; etc.)
- General Accounting, General Ledger Management and Month-End Closing
- Financial Reporting
- Management Reporting and Financial Analysis
Financial Management Advisory Services
- Profit and Cash Flow Analysis / Improvement
- Financial Management and Accounting Process Improvement
- Forecasts and Projections
- Enterprise Software Selection / Optimization
- Other Special Projects
