Providing Trusted Accounting and Business Finance Services
Performance-driven financial CPA with a diverse background of accounting and finance experience—audits, consulting, retail, marketing, real estate, foreign currency, consolidations, investments, technology, software, and mortgages.
Demonstrated expertise in organizing and structuring finance and accounting departments to achieve success and improve company-wide accountability. Proven ability to quickly master new technologies and accounting software.
Planning and Budgeting
We help you determine your financial goals and objectives, create a plan to achieve them, and make informed decisions about how to allocate your financial resources. This can help you maximize profits, minimize losses, and manage cash flow, as well as prepare for unexpected expenses and changes in the market.
Mergers & Acquisitions
We cover all aspects included in mergers and acquisitions ensuring that the transaction is financially viable and in maximizing the value and benefits for the acquiring company.
We are proficient in analyzing the financial implications of the transaction and determining the potential impact on the acquiring and the target company. This includes conducting due diligence to evaluate the financial health and performance of the target company, as well as assessing the potential risks and rewards of the transaction.
We create a financial model that projects the expected cash flows, earnings, and other financial metrics for the combined entity post-merger. This model is used to determine the feasibility of the transaction and to negotiate the terms of the deal, including the purchase price and the allocation of assets and liabilities.
Once the terms of the deal are agreed upon, the financial team is responsible for coordinating the financing of the transaction, which may involve arranging debt financing, issuing new equity, or using a combination of both. They will also play a key role in integrating the financial systems and processes of the two companies and in managing the post-merger financial performance of the combined entity.
Business Forecasting
Financial business forecasting is the process of using past and current data to predict future financial performance. This can include revenues, expenses, profits, and other key metrics. Using financial forecasts will help you make informed decisions about how to allocate resources and plan for the future.
We use a variety of methods, including statistical analysis and financial modeling. And we typically create multiple forecasts, using different assumptions and methods, to ensure they have a comprehensive understanding of potential future outcomes.
Financial forecasts help businesses like yours plan for the future.
Financial Controls
Financial controls are designed to ensure the accuracy and integrity of financial information, as well as to prevent fraud and errors.
A financial control service can help businesses design and implement effective financial controls. This can include conducting a thorough assessment of the business's current financial processes and identifying potential areas for improvement. The service provider can then work with the business to develop and implement new controls, as well as train employees on how to use them properly.
In addition to improving the accuracy and reliability of financial information, effective financial controls can also help businesses comply with regulatory requirements and reduce the risk of financial mismanagement. By outsourcing this service, businesses can gain access to expert knowledge and resources, and ensure that their financial controls are robust and effective.