ORGANIZED AND DELIBERATE PROCESS TO ACHIEVE INTERIM MANAGMENT GOALS
20+ years Financial Experience Client is in Control Selective Subcontracting Deliverables defined up front Flexible Contract Plans On-Time Deliverable Commitment Accounting for Change
Administrative and financial functions
Monthly Accounting/Reporting
Structure accounting systems to ensure they meet current business needs
Assessment of our accounting team
Provide meaningful and effective policies and procedures to ensure orderliness and Control
Save valuable management time and effort by hiring, training accounting personnel
Prepare presentations for stakeholders
Interpret financial statements and trends
Where change is necessary, accounting systems must accommodate:
Budgeting/Forecasting/Planning
Allows Owner to set a specific scope of work to get only needed efforts and results
Cash flow management to maximize cash flow and profitability
Business Plans
Ensure cash management systems maximizes your cash flow
Build financial models to enhance revenue and margin reporting
Financial Strategies
Provide input into appropriateness of Capital Investments versus other options
Evaluating New Business Opportunities
Adds the important finance partner input to an Owner’s decision making process
Allows an Owner to focus more time and effort on operating and growing the business
Outline a map to the future by developing financial and strategic business plans and budgets
Analyze and provide guidance into Growth Strategies
Build financial models to enhance profitability
Accounting/Financial Controls
Conduct in depth process analysis to ensure proper controls are in place
Ensure proper training and effective delegation of duties are established
Effective account reconciliation and review to ensure controls are well established and evident
Establish accounting and physical inventories (goods and capital) practices to ensure controls are working
Business Valuation and Tax Planning
Business Valuation
Business Valuation/Wealth Builder – Five year plan
Tax Planning
Administrative and financial functions
Monthly Accounting/Reporting
Structure accounting systems to ensure they meet current business needs
Assessment of our accounting team
Provide meaningful and effective policies and procedures to ensure orderliness and Control
Save valuable management time and effort by hiring, training accounting personnel
Prepare presentations for stakeholders
Interpret financial statements and trends
Where change is necessary, accounting systems must accommodate:
• Lean manufacturing (both office processes and mfg. processes)
• Six-Sigma initiatives
• Activity Based Accounting
• Structural or Organizational necessary changes
• Corporate Structures for significant tax benefits
• Transactional information for industry and Company specific Metrics
• Chart of Account changes necessary for change in business model
• Six-Sigma initiatives
• Activity Based Accounting
• Structural or Organizational necessary changes
• Corporate Structures for significant tax benefits
• Transactional information for industry and Company specific Metrics
• Chart of Account changes necessary for change in business model
Budgeting/Forecasting/Planning
Allows Owner to set a specific scope of work to get only needed efforts and results
Cash flow management to maximize cash flow and profitability
Business Plans
Ensure cash management systems maximizes your cash flow
Build financial models to enhance revenue and margin reporting
Financial Strategies
Provide input into appropriateness of Capital Investments versus other options
Evaluating New Business Opportunities
Adds the important finance partner input to an Owner’s decision making process
Allows an Owner to focus more time and effort on operating and growing the business
Outline a map to the future by developing financial and strategic business plans and budgets
Analyze and provide guidance into Growth Strategies
Build financial models to enhance profitability
Accounting/Financial Controls
Conduct in depth process analysis to ensure proper controls are in place
Ensure proper training and effective delegation of duties are established
Effective account reconciliation and review to ensure controls are well established and evident
Establish accounting and physical inventories (goods and capital) practices to ensure controls are working
Business Valuation and Tax Planning
Business Valuation
• IRS or Tax
• For Sale or transfer
• For Sale or transfer
Business Valuation/Wealth Builder – Five year plan
Tax Planning
• Transactional
• Entity structure modifications/strategy
• Tax Defense
• Entity structure modifications/strategy
• Tax Defense