Accounting

Financial Modeling

M&A Planning/Integration

Practical Solutions

Process Improvement

Strategic Planning

Streamlining Operations

Accounting

Financial Modeling

M&A Planning/Integration

Practical Solutions

Process Improvement

Strategic Planning

Streamlining Operations

Services

We offer services to bridge the gap and facilitate the growth of your business by offering cost-effective solutions for accounting, financial and operational issues that may be hindering your company’s ability to grow to the next level. Tracy Clifford Consulting offers flexible leadership and project resources from a CPA, MBA with CFO, Controller, and SEC experience.

Take your Company to the Next Level

Accounting

Cash Management
Account Reconciliations
Financial Statement Preparation
Review & Documentation of Policies/Procedures
Development of Internal Controls
Financial Process Improvement
Timely Monthly Close
Operational Audit
Audit Management

Strategic Planning

Post-Merger Integration
Capital Planning
Mergers & Acquisition Support
Accounting/ERP Implementations
Financial Due Diligence
Management Coaching/Mentoring
Debt/Equity Financing
Insurance & Risk Management

Finance

Budgets & Forecasts
Financial Analysis
Dashboard & Key Performance Indicator Reporting
Performance Analysis & Benchmarking
Financial Modeling & Scenario Planning
Management/BOD Reporting
Bank/Third-party Reporting
Legal Liaison
Initial Loan Application Packages

Other Services

Inventory Management
Supply Chain & Demand Planning
Pharmaceuticals Licensing

Fractional Remote Resources:

Chief Financial Officer
Chief Operating Officer
Controller
Finance Director
Small Business Bookkeeping

“Tracy has provided consulting services to our Company since January 2016. She has been an invaluable resource to me and our management team in several aspects including restructuring our Accounting dept, hiring an IT Director, implementing a strategic planning software to create a flexible budgeting and forecasting model for 100+ retail units, developing and proposing a corporate bonus plan, and several other important projects. We intend to continue to work with Tracy on several strategic projects throughout the next year as we believe she brings a wealth of expertise that we can leverage in a contract consulting relationship and we appreciate having her insight on our plans for the future.”

CEO and founder, privately held company with 700+ retail units and 600+ employees

“Tracy’s knowledge base and experience in the industry along with her clear and focused action plan served as a critical component in executing our commercial launch and ongoing operations.”

Executive VP and General Counsel of an emerging markets brand pharmaceutical company

“Tracy has been instrumental in getting a 100+ year old media company into the specialty pharmaceutical industry. Throughout the due diligence and integration process, she has been a valuable resource, not just in finance, but in management, operational execution and strategy. Because of her integrity, knowledge and passion, we are building the foundation of a company well positioned for growth.”

President of an emerging markets brand pharmaceutical company whose parent has business segments in hospice and media

"Tracy Clifford is an invaluable asset. She was an integral part of the implementation of the company financial platform from start to finish, which highlights her attention to detail and demonstrates her excellent work ethic and integrity."

President of Generic Pharma Start-up

"Tracy is a trusted advisor who unlocked potential in our existing team through employee engagement and establishing disciplined controls and process from operations to revenue cycle to accounting. Our financial accuracy and employee morale increased while month end close process cycle time was cut in half with team members working fewer hours. Tracy assisted us in leveraging our existing technology to enhance workflow and efficiency. Highly recommended."

CFO of multi-state physical therapy practice (private equity)

Tracy Clifford