Business Improvement
Accounting & technology tools training
Accounting processes and procedures documentation
Cost control and containment services
Profit improvement consulting
Special projects
Strategic planning
Transitioning to a digital work environment
CFO Services
Benchmarking services/industry analysis
Cash management & forecasting
CFO transition services
Financial due diligence
Financial process review and improvement assistance
Financial reporting systems design and development
Mergers and acquisitions assistance
Treasury Services
Bank financing analysis and assistance
Bank reporting compliance assistance (covenant model, projections, etc.)
Banking relationship assistance
SEC/Public Company Assistance
Sarbanes-Oxley Compliance
Documentation organization and repository development assistance
Entity controls "tone at the top" evaluation & documentation Executive/board level reporting development
Process identification and documentation preparation
Process oversight and project management assistance
SEC Compliance
Board communication/pre-clearance process development
Compliance calendar development & implementation
Disclosure research and analysis
Document preparation assistance (10-K, 10-Q, Proxy, etc)
Taxes
FAS 109 tax provision assistance
FIN 48 compliance assistance
Outsource Services
Account analysis and reconciliation assistance
Accounting & technology training
Audit preparation, coordination assistance
CFO/senior financial advisor assistance
Monthly G/L review and close assistance
Monthly management financial reporting and analysis
Tax compliance services
Tax department services (property tax, income tax, etc.)
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