Financial Management
Comprehensive financial advisory and management services designed to strengthen operations, optimize performance, and accelerate growth.
Business Advisory
Strategic financial counsel to help you make better decisions, control costs, and build a stronger, more resilient organization.
Activity Based Costing
Professional advice on reducing and controlling costs while still creating a quality product or service through targeted cost allocation analysis.
Cash Flow Update
Helping business owners effectively read the cash flow statement and understand the relationship between individual components of financial statements.
Variance Analysis / Exception Reporting
Investigating deviations in financial performance from organizational budgets, establishing proactive benchmarks and facilitating responsibility accounting.
Chart of Accounts Design and Re-design
Unlocking the value of the chart of accounts to provide better insight into company performance and improve financial health visibility.
Buy vs. Lease Analysis
Professional advice in making effective and efficient economic decisions on whether a company should lease or buy equipment for its operations.
Working Capital Management
Assisting the company in establishing managerial accounting strategy to monitor and utilize current assets and liabilities for efficient operation.
Benchmarking Assistance
Support in gathering information about good management and business practice to help set objectives and prioritize areas for development.
Financing Proposal
Presenting the financial status and structure of the organization through a formal proposal to financial institutions and venture capital firms.
HR Issues
Determination of discrepancies in measuring human resources value to furnish cost-value information for effective management decisions.
Enhanced Payroll Audit
Electronically evaluating internal controls governing payroll processes to ensure payroll is properly calculated and reported per applicable regulations.
Government Grants Assistance
Consulting with organizations in finding support, grant writing, and securing loans from all levels of government.
IT Software Selection & Implementation
Defining business goals and technology needs to design a roadmap outlining technical requirements, timelines, and budgets aligned to strategic objectives.
Information Technology (IT) Audit
Examination of management controls within an IT infrastructure to determine if information systems are safeguarding assets and maintaining data integrity.
Lease Review / Contracts
Helping organizations achieve business objectives through reviewing commercial lease contracts in an economical and efficient way.
IT Software Training
Walkthrough tutorials to company accountants regarding common accounting software that help boost accounting skills and operational efficiency.
Business Assurance Services Audit
Providing independent opinions that reduce information risk, improving the quality of information so decision makers can make better decisions.
Management Information System
Establishing a computerized database of financial information organized to produce regular reports on operations for every level of management.
Accounting Information System Review
Evaluating the implementation of internal controls in the accounting information system to protect assets against fraud and ensure policy compliance.
Budgeted Profit & Loss and Balance Sheet
Preparation of planned values for general ledger accounts to draw budgeted financial statements used in making sound economic decisions.
Merger / Acquisitions Advisory
General strategic and transaction-specific advice regarding insurance mergers, acquisitions, divestitures, and privatizations.
Business Structure Evaluation
Evaluating the advantages and disadvantages in choosing the business structure that most closely matches your business' needs and long-term goals.
Business Needs Analysis
Identifying business needs and determining solutions to business problems such as process improvement, organizational change, or strategic planning.
Procedure Manuals
Providing formalized processes and procedures to set benchmarks covering different areas of the company and improve efficiency and consistency.
Inventory Management
Effective and efficient practice in overseeing and controlling the ordering, storage, and use of components used in the production of items sold.
Cash Flow Cycle Preparation
Preparing and determining how much cash comes in and goes out over a specific period, showing how balance sheet and income accounts affect cash equivalents.
Trend Analysis
Comparing business data over time to identify consistent results or trends that can be used to develop strategies aligned with company business goals.
Business Improvement
Operational and strategic services designed to optimize performance, expand capacity, and build sustainable long-term growth.
Development & Implementation of Business Systems and Processes
Assisting in improving corporate performance by managing and optimizing business processes that impact cost and revenue generation.
Mentoring
Personalized one-on-one advice to guide business owners in making difficult decisions geared toward improving the business and achieving higher performance.
Cash-Flow Forecasting and Budgeting
Establishing well-planned and proactive cash flow management to ensure healthy company growth through predicting inflows and managing outflows.
Monthly Performance Monitoring
Checking the company's financial standing every month through a wide range of performance indicators to ensure timely decisions and plans can be made.
Outsourced CFO Services
Customized short- and long-term finance and accounting services for different industries, improving financial operations without hiring additional staff.
Financial Independence Analysis
Delivering integrated and robust solutions in estimating a company's development of net worth and the impact of decisions on financial independence.
Conversion from Hard Drive to Cloud Accounting
Running the business from the cloud with accounting software where data automatically syncs across devices for real-time financial access.
Strategic Planning
Setting priorities, focusing energy and resources, and strengthening operations to ensure employees work toward common goals aligned to organizational direction.
Debt Refinancing and Consolidation Analysis
Professional advice on addressing high consumer debt through repaying with a new loan that secures a lower overall interest rate and simplifies debt servicing.
How to Read Profit & Loss Statement
A simple guide to effectively read and understand the profit and loss statement so business owners know what is happening and can improve their business.
Cash Management
Assisting organizations in managing cash balances by maximizing availability of uninvested cash while avoiding the risk of insolvency.
Applications for Funding
Assistance in the preparation of grant proposal budgets for NPOs, organizing them in a clear, compelling format for grant reviewers.
Investment Management
Expert investment oversight and financial review services to protect assets, optimize portfolios, and achieve long-term financial objectives.
Asset Protection
Methods available to protect assets from liabilities by organizing financial affairs in such a manner that assets are safeguarded from the risk of exposure.
Investment Strategy Review and Analysis
A comprehensive guide to systematic plan portfolio selection, monitoring, and optimization while accounting for economic trends, inflation, and interest rates.
Portfolio Management
Tailor-made professional service for making decisions about investment mix and policy, asset allocation, and balancing risk against performance objectives.
Debt Restructure
Allowing companies or sovereign entities facing financial distress to reduce and renegotiate delinquent debts to restore liquidity and continue operations.
Real Estate – Acquisition Analysis
Providing clients a structure in analyzing a contemplated transaction regarding inspection of real property or a business entity before an acquisition decision.
Investment Policy Statement Design and Monitoring
Managing the framework for selecting, monitoring, and replacing plan investments to guide decision-making aligned with a client's long-term investment objectives.
Financial Review
Performing procedures concentrated in areas of enhanced misstatement risk to provide a reasonable basis for obtaining limited assurance on financial statements.
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