API (Application Protocol Interface) review and integration services
Cloud technology application and systems advisory services
Professionalize Organizations (Accounting, Business, and Technology)
Work directly with management and in pointed or over-arching improvement projects
Assessment of current business structure and opportunities improved synergies and process improvement
Project planning with short term and long term strategies and implementation
People, Process, and Systems - Strategic and Tactical Review and Implementation
People, Process, and Systems and coordination is paramount to business success. We provide assessment, ideas for improvement, and implementation services.
Achieving optimal company value for shareholders and external acquirers requires that each company have people, process, and systems that have been communicated and followed by everyone. We can help!
We are nimble and can work with board of directors, management, and staff alike to help with assessment, options, and improvement implementation.
CFO and Controller Services
With CFO/Controller experience, we can help for a few hours a month or as needed. We work on your schedule and needs.
Often organizations find that they need more expertise such as a Controller or CFO and cannot afford a full-time employee. We can help your staff and management team with strategic and tactical advisory services.
Our experienced team can help your management/accounting team with month-end financial close, analysis, and reporting. Having a CPA with experience is valuable to growth and sustainability.
Business Intelligence (Data, Dashboards, BI Tools)
The future of business is DATA and how to collect, process, and report in critical to the business. We can help analyze your systems and recommend solutions that will help operations and corporate management/staff.
We provided clients with dashboards, KPIs, and other key business metrics in many different platforms and styles.
Assessing the proper BI (Business Intelligence) Tool is a must-have for today’s organization. We can help provide insight and options.
M&A - Buyside/Sellside Due Diligence and Post Close Integration
If you need to understand if you are ready to sell your company, we can help with an assessment that is easy to understand and objective. Sellers need to understand what buyers will look at and what is expected.
Reviewing and processing seller due diligence information is time-consuming and critical for the success of buyers. Our team can collect, process, organize, review, and provide feedback on seller due diligence information.
Developing a post-close integration and project plan is paramount to success for both buyer and seller values. We will work with buyer and seller and a project plan that is short term and long term. We help with integration tracking and status updates that are required by purchase agreement and management plans.