Services.
CFO, Controller, and Staff Level Services
Planning, Modeling, Budgeting
Our services focus on developing and maintaining core finance & administration processes, delivered as a flexible extension of company management; taking a team approach to assist with segregation of duties and efficiently match skills with need. We bring extensive experience in private, public and non-profit environments for companies in a variety of industries.
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Financial modeling and budgeting
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Business/ financial system projects
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Audit readiness and management
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Policies and procedures
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Tax readiness and management
Accounting, Reporting, Internal Control
Business Administration Support & Special Projects
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Monthly or quarterly accounting
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Financial reporting
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Legal, contract management
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Strategic planning input
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Board, shareholder services
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Financing, strategic transaction support
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Insurance program management
Sample Projects.
Highlights of Past Select Projects
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CFO and executive leadership for e-commerce retailer
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CFO services and transaction support for mid-size government contractor
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Finance and administration outsource for start-up medical device company
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Financial infrastructure for private equity formed global medical device company
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Bankruptcy, financing transaction and asset sale support for public medical device company
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Financial infrastructure development and support for private non-profit school
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Financial modeling and business advisory for renewable energy company
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Financial modeling for start-up sports medicine distribution
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Project management and financial modeling for real estate development
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CFO services for early stage e-commerce and on-line gaming companies