Is Your Business Facing These Challenges?

Are you struggling to manage cash flow and working capital?

Do you need help with financial planning and analysis?

Are you preparing for M & A, or sale of your business?

You’re good at what you do. We make you better.

Your Partner in
Financial Success

Proven Expertise

Access to a team of seasoned financial professionals with a deep understanding of various industries.

Operational Excellence

We optimize your financial operations to improve efficiency and profitability.

Collaborative Approach

We work closely with your team to ensure seamless integration and knowledge transfer.

Services

Financial Planning/Analysis

Financial Operations

Accounting Advisory

Projects

NetSuite ERP Implementation

Leading implementation of NetSuite ERP for PFT medical device manufacturer with multiple locations and international footprint.  Led charge to consolidate disparate accounting, manufacturing, and CRM systems into cohesive single source (QuickBooks, Salesforce, HubSpot, Sage 50, and Syspro).

netsuite erp implementation

Real Estate Nationwide Expansion

Completed nationwide real estate expansion of 23 offices.  Managed team to complete site selection, lease negotiation, construction design/build-out, equipment purchase, technology installation and recruiting.  Average floor-plan was +/- 5,000 RSF.

Drone shot capturing modern buildings in a bustling cityscape, perfect for urban visuals.

Audit Post and Pre-Acquisition

Lead liaison with CBIZ, a top 20 accounting firm, to complete pre and post audit for acquisition by private equity firm of SMB with 16 operating entities.  Audit included revenue recognition, purchase accounting, EBITDA, QOE, cash, equipment, equipment, and more.

Audit included revenue recognition, purchase accounting, EBITDA, QOE, cash, equipment, equipment, and more

Credit Card Import NetSuite

Designed and implemented automatic import of transactional data into NetSuite.  Completed import manual and NetSuite template for use by company to speed the learning and document the process.   Reduced prior import time by 8 hours per month.

automatic import of transactional data into NetSuite

Accounting Forensic/Restatement

Led team to reconcile and restate failed accounting system implementation.  Completely reorganized and restated six months of financial statements from scratch.  Created new chart of accounts and reorganized financial statements to assist CEO and investor in managing business.

reconcile and restate failed accounting system

Cash Forecast – Treasury – Data Analytics

Hand selected to design and implement cash forecast for private equity financed firm with 16 subsidiaries.  Implemented daily, weekly, 13-week automated cash forecast with bank reconciliation of +25 accounts over +6 banks.  Created automated program with Tableau data analytics software to increase efficiencies and presented to C-Suite.

Close-up of a financial graph on a laptop screen, depicting stock market analysis in Berlin.

Contact us!

Don’t let financial and accounting issues become a source of stress for your firm. Take advantage of our industry-leading expertise today, so that you can confidently move forward with peace of mind. Make the smart decision now and invest in your business – contact us today to learn more!

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