Empowering leadership teams with data-driven financial strategy.

​

• Long-range strategic planning and dynamic financial modeling

• Annual budget development and scenario planning

• Capital structure and fundraising strategy support

• Investor and lender due diligence packets

• M&A support: buy-side and sell-side financial due diligence

• Data room management and transaction coordination

• Exit readiness planning and value creation strategy

Providing clarity through deep financial and operational insights.

​

• Budget vs. actuals variance analysis with actionable recommendations

• Cash flow forecasting (short- and long-term)

• ROI modeling for capital expenditures and key business initiatives

• Unit economics, margin, and contribution analysis

• Product/service line profitability

• Break-even and sensitivity analysis

• KPI dashboards and board reporting packages

Streamlining finance operations to drive efficiency and control.

​

• Month-end close process improvement and timeline reduction

• Process mapping and redesign for finance and cross-functional workflows

• Internal control design, documentation, and implementation

• Audit preparation and readiness

• ERP and accounting system evaluation and implementation support

• Finance function org design and staffing recommendations

• Accounting policy development and documentation

Delivering dependable and accurate day-to-day financial operations.

​

• Staff augmentation

• Full-service bookkeeping and general ledger maintenance

• Monthly close and reconciliations

• Accounts payable and vendor management

• Accounts receivable and collections oversight

• Payroll coordination and compensation tracking

• 1099 and W-2 year-end reporting

• Property tax and personal property tax filings

• Sales tax compliance and filings