Financial Services
Expert financial consulting for for-profit and non-profit organizations
Our professionals take a comprehensive approach to evaluating each client’s organization, assessing day-to-day operations, revenue, expenditures, and financial reporting. We identify areas requiring further analysis and establish or strengthen internal controls over procurement, revenues, expenses, and assets to promote financial accuracy, accountability, and operational efficiency.
Strategic & Financial Planning
Coordinate and direct strategic and financial planning and annual budgets.
Internal Control Policies
Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting.
Financial Statements & Reporting
Prepare financial statements, business activity reports, financial position forecasts and annual budgets.
Management Advisory
Advise management on short-term and long-term financial objectives, policies, and actions.
Operations Analysis
Analyze the financial details of past, present, and anticipated operations in order to distinguish development opportunities and areas where improvement is required.
Funds & Investment Assessment
Assess needs for acquiring funds and investment of surpluses, and propose appropriate recommendations.
GAAP Compliance Review
Review client's organizational policies and procedures, and offer suggestions to comply with current GAAP accounting standards.
Audits & Compliance
Perform audits of company accounts and financial transactions to guarantee compliance with state and federal requirements and statutes.
Banking & Financial Relationships
Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel to initiate financial activities.
Accounting Staff Performance
Monitor and evaluate the performance of accounting and financial staff; propose and execute personnel promotions and dismissals.