OUR WHEELHOUSE
how we can help you.
ACCOUNTING SUPPORT
Includes historic forensic analysis and correction, process stabilization and optimization, ongoing maintenance and/or training to existing staff
ACCOUNTING
FINANCIAL PLANNING
ACQUISITION DILIGENCE
FINANCIAL PLANNING AND ANALYSIS
Including financial and operating metric reporting optimization, budgeting, and multi-year forecast modeling exercises
ACCOUNTING
FINANCIAL PLANNING
ACQUISITION DILIGENCE
Acquisition Diligence and
Integration Support
Including both seller and buyer diligence and integration project management support with a focus on the financial preparation and analysis
ACCOUNTING
FINANCIAL PLANNING
ACQUISITION DILIGENCE
OWNER/INVESTOR RETURN
The primary theme in our practice is to increase the owner/investor rate of return through our efforts
ACCOUNTING
FINANCIAL PLANNING
ACQUISITION DILIGENCE
CASH FLOW
Return on assets is often measured based on cash flow and improvements in cash flow performance. Part of our consulting efforts will be to tackle issues that are affecting cash flow. We will look at elements of cash flow (cash management, liquid assets, etc.) as a part of our assessment process
ACCOUNTING
FINANCIAL PLANNING
ACQUISITION DILIGENCE
CUSTOMER SERVICE
Successful businesses drive great financial performance by, in part, providing stellar customer service. We believe that management’s customers are not only the paying customer, but the owner/investor, the employee, and vendors. Management’s role is to manage that experience, and our role is to assist management in that effort
