Consulting

We often encounter situations where clients have parts of an accounting and finance staff in place, but need our consulting help for a function, or a project. This is especially applicable for clients experiencing rapid changes, or downsizing. We often act as CFO, or Controller for these companies on a consulting basis. We are part of the client’s staff and always align our interests with those of the client.

We also consult to many concept-stage businesses regarding business formation, business planning, financing, financial modeling, etc.

Some examples of projects that we have been involved with are:

• CFO/Controller Consulting
• Financial Statement Preparation
• Acquisition of Equity Capital
• Acquisition or Renegotiation of Bank Debt
• Tax Strategy and Minimization
• Financial Modeling
• Business Planning
• Preparation of Audit Workpapers for Year-End Audit
• Preparation of Monthly Financial Statements
• Internal Control Reviews
• “Cleanup” of Neglected Situations
• Implementation of Accounting Software
• Turnaround Situations
• Litigation Support and Expert Witnessing
• Due Diligence for Mergers and Acquisitions
• Sales and Use Tax and Payroll Tax Problems, Compliance and Audits
• Executive Compensation
• Employee Benefits and Compensation Strategies
• HR Consulting

We make ourselves flexible; the client can use us as much, or as little as they wish. Hourly or fixed price arrangements are at the discretion of the client.