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


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


STRATEGIC PLANNING

  • Post-Merger Integration
  • Capital Planning
  • Mergers & Acquisition Support
  • Accounting/ERP Implementations
  • Financial Due Diligence
  • Quality of Earnings
  • Debt/Equity Financing
  • Insurance & Risk Management

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