OUR CLIENTS

As we look back at the 100 companies that we have worked with over the last 9 years, here is a sample of the scenarios where an engagement to work began:

Provided mentorship and support to the existing team
Provided financial leadership that on a fractional and affordable basis
Completed acquisitions and needed resources to project manage the diligence and integration activities, with a focus on the financial analysis of the target

Needed accounting resources to help build out a more effective accounting and finance function
Assisted in the plan to sell a business by focusing on making sure financial information they have will withstand the scrutiny of a Quality of Earnings exercise

Was overwhelmed with the level of work on their to-do list, and hired us to assist on a short term basis to lean into the areas that were most critical
Built out a detailed budget and forecast model, either due to lack of experience or lack of resources
Accounting records were in disarray and needed cleansing and reconciliation
Assistance to close out the financial statement for a year-end audit
Led implementation and optimization with accounting software