Consulting

Bringing a financial and leadership perspective through weekly or monthly consultation and advice, this is tailored to each client's individual needs.

• Establishing measurable Key Performance Indicators 
• Translation of accounting reports to actionable business insights
• Monitoring financial performance and providing management feedback
• Proactive advising of tax planning opportunities 
• Executive coaching

Whether you need short-term assistance while you search for a full-time hire, or high-level financial expertise on a long-term, part-time basis, we can help. 

• Flexibility to be a part of, or a strategic advisor to, your executive team 
• Recommendations for process efficiencies for financial reporting and profitability management
• Participation in executive meetings 
• Mentoring for accounting and finance team
• Tax planning and strategies

Initiatives when you need specific expertise or more bandwidth on your team, these projects can vary depending on your business.

• Accounting staff augmentation 
• Budgeting, forecasting and data analysis
• Mergers and acquisition consulting
• Tax planning
• Audit readiness
• Sales leadership
• Organizational structure
• Planning for expansion
• Succession planning
• Bookkeeping
• Estate planning advisory