Sharpening Business Focus through Accounting and Finance Solutions
Financial Reporting & Project-based Consulting
Managing
the financial aspects of a business is demanding. Whether you’re in a
public company with audit, SEC and SOX responsibilities, or a private company
with financial and operational complexities, we provide project-based accounting
and finance professionals to solve your issues. Our employees manage a
project from start to finish with minimum disruption to you and your team.Â
We also work with your auditors, attorneys, lenders, or other outside parties
to create a smooth information flow.
Services
- Audit preparation assistance
- Performing pre-selection and pre-testing of transactions to help measure error rates well in advance of audits so that corrective actions/controls can be undertaken, as well as preparation of schedules for auditors
- SEC reporting
- Reviewing and assisting in preparing required public filings (8-K's,
10-K's and 10-Q's), assisting with preparation of public prospectuses
(S-1's and S-11's), and providing advance
preparation for financial statement audits of acquisitions (Rule 3-05 and Rule 3-14 audits) - Account reconciliations
- Analysis and resolution of accounts or processes needing special attention
- Debt compliance
- Reviewing debt agreements prior to execution for terms or calculations that should be negotiated to less burdensome requirements; preparing debt compliance packages and calendars for complex debt instruments
- Development of dashboards and financial analysis tools
- Gathering financial and operational data to provide management with key daily, weekly and/or monthly metrics needed to stay on top of the business; developing specialized financial reporting tools with your IT personnel or outside professionals
- Financial statement preparation / general ledger maintenance
- Providing monthly or quarterly assistance in preparing entries, financial statements and financial analysis that present your company in a professional manner to outside lenders and investors
- Sarbanes-Oxley compliance
- Preparing narratives and supporting documentation, design and execution of management testing of controls, and working with employees to modify procedures to comply with SOX
- Process efficiencies
- Examining transaction and business processes in a variety of environments to create a controlled, organized and efficient work flow
- Training
- Developing tailor-made financial or accounting training programs from beginner to advanced in areas such as business work flow, SOX compliance, debt compliance or accounting procedures
- Special projects
Financial Reporting and Project-based Consulting targets medium to large companies that do not yet have sufficient staffing or expertise to address their various accounting needs.