FINANCIAL SERVICES
by Department
Strategic financial leadership extends across multiple functional areas of your business, creating an integrated framework that drives both operational excellence and competitive advantage.
Our specialized CFO consulting services deliver expert guidance across key business functions, ensuring all critical departments align with your overarching financial strategy. We bring decades of cross-functional expertise to strengthen your organization's financial foundation through a holistic departmental approach that adapts to your specific industry challenges and organizational structure.
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STRATEGIC FINANCE
Our Strategic Finance services provide comprehensive CFO leadership at the highest levels of your organization, delivering accurate insights, optimizing capital structure, and facilitating strategic transactions to maximize shareholder value.
· Board & Management Reporting
· Financial Modeling & Forecasting
· Capital Structure Optimization
· Fundraising & Investor Relations
· Growth Capital Acquisition
· A/R & Recurring Revenue Financing
· Mergers & Acquisitions Strategy
· Due Diligence & Transaction Support -
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FINANCE & ACCOUNTING
Our Finance & Accounting services deliver comprehensive financial management and reporting solutions that ensure accuracy, compliance, and strategic insight while optimizing core financial processes throughout your organization.
· Financial Statement Preparation
· Financial Controls & Governance
· Revenue Recognition & Accounting Policies
· Accounts Receivable & Collections
· Accounts Payable & Vendor Management
· Tax Planning & Compliance
· Banking Relationship Management
· Audit Coordination & Support
· International Accounting & Consolidation
· Financial Systems Optimization -
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HUMAN RESOURCES
Our Human Resources services provide practical workforce solutions tailored for growing businesses, delivering expert guidance that helps you efficiently build and maintain your team while supporting your overall business strategy.
· Payroll Administration & Compliance
· Employee Onboarding & Offboarding
· Benefits Strategy & Analysis
· Benefits Implementation & Management
· Compensation Planning & Equity Structure
· Financial Talent Acquisition
· HR Technology Assessment -
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CORP. GOVERNANCE & COMPLIANCE
Our Corporate Governance & Compliance services provide essential oversight and risk management expertise to protect your business assets and ensure regulatory adherence, delivering pragmatic solutions that maintain proper corporate structure and safeguard your organization as you scale and attract investment.
· Equity Management & Cap Table Administration
· Stock Option Plan Implementation & Oversight
· 409A Compliance
· Contract Review & Negotiation
· Business Insurance Coverage Assessment
· Directors & Officers (D&O) Liability Protection Assessment
