Finance Consulting

Acting CFO

For companies that do not require a full-time CFO or are undergoing organizational changes, we provide as-needed assistance with CFO duties. We provide project-based assistance to act as small business CFOs to help:

  • Capital acquisition and operating budgets

  • Preparation and auditing of financial statements

  • Forecast and budgeting modeling

  • Accounting systems implementation (e.g. Quickbooks or ERP system)

  • Blackline Account Reconciliations certified

  • Finance consultation on setting up close, consolidate and reporting processes

Mergers & acquisitions

Looking to buy an adjacent company or perhaps considering selling off all or part of your business? We can assist with valuation from either sell or buy side, including:

  • Discounted cash flow (DCF)

  • Evaluation of industry and comps

  • Merger synergy analysis

  • Customer acquisition costs

  • Integration assessment and plans