Umidi + Company

Today’s management teams must execute multiple deliverables that have important business and legal implications. Navigating these ever-changing compliance issues while supporting strategic and operational needs can be a daunting, resource-intensive process. At the same time the requirements and deliverables are increasing, a growing number of organizations are facing staff turnover, incomplete management teams, and competitive pressure to do more with less.



Services Today’s management teams must execute multiple deliverables that have important business and legal implications. Navigating these ever-changing compliance issues while supporting strategic and operational needs can be a daunting, resource-intensive process. At the same time the requirements and deliverables are increasing, a growing number of organizations are facing staff turnover, incomplete management teams, and competitive pressure to do more with less. Outsource or Interim Management U+C Interim management services provides a cost-effective way to continue to manage your business without investing in full-time resources. U+C will provide: Monthly or quarterly financial oversight; Communication and coordination with board members, audit committee, shareholders, audit firms, etc.; and Board meeting preparation and participation. Planning and Budgeting Services Creative planning and budgeting are required in many organizations that are facing market shifts, productivity changes, and high shareholder expectations. U+C can develop customized plans that include: Strategic planning input and support; Financial modeling; Budgeting and forecasting; and Cash flow analysis. Accounting, Control and Reporting Programs Financial reporting and internal control are the foundation of your business. U+C can establish and maintain effective accounting, control and reporting programs. Working with client management, board members, and key advisors, U+C will: Assess your business and financial management requirements; Design accounting, control and reporting processes; Implement the client program; Maintain and ensure financial program integrity; and Support your developing financial management needs. Special Projects U+C can support a variety of special circumstances. Our team can execute critical projects that demand quick action, sound judgment, and consistent delivery. Special projects include: Financing transaction support; Financial due diligence; Financial/business system search and implementation; Permanent finance team building; Project management / oversight; SOX 404; Accounting research; and Equity and capitalization tracking.	U+C can quickly integrate with your organization on a short or long-term basis to assist you in addressing the critical needs of your organization necessary to achieve business success. We will work with you to: + Understand your business + Assess and fill critical needs + Adjust as conditions require
Umidi + Company, Inc. 410.349.2431 V 443.458.7037 F Copyright 2011. Umidi + Company, Inc. All rights reserved.

Outsource or Interim Management

U+C Interim management services provides a cost-effective way to continue to manage your business without investing in full-time resources.
U+C will provide:

Monthly or quarterly financial oversight;
Communication and coordination with board members, audit

committee, shareholders, audit firms, etc.; and
Board meeting preparation and participation.

Planning and Budgeting Services

Creative planning and budgeting are required in many organizations that are facing market shifts, productivity changes, and high shareholder expectations. U+C can develop customized plans that include:

Strategic planning input and support;
Financial modeling;
Budgeting and forecasting; and
Cash flow analysis.

Accounting, Control and Reporting Programs

Financial reporting and internal control are the foundation of your business. U+C can establish and maintain effective accounting, control and reporting programs. Working with client management, board members, and key advisors, U+C will:

Assess your business and financial management requirements;
Design accounting, control and reporting processes;
Implement the client program;
Maintain and ensure financial program integrity; and
Support your developing financial management needs.

Special Projects

U+C can support a variety of special circumstances. Our team can execute critical projects that demand quick action, sound judgment, and consistent delivery. Special projects include:

Financing transaction support;
Financial due diligence;
Financial/business system search and implementation;
Permanent finance team building;
Project management / oversight;
SOX 404;
Accounting research; and
Equity and capitalization tracking.