Services Built for Financial Complexity.
From multi-entity consolidations to AI-assisted automation, we deliver the full spectrum of CFO-level capabilities your business needs to grow with confidence.
Every engagement is led by seasoned CFOs — not junior staff.
We embed directly into your finance function, bringing decades of institutional experience to bear on your most complex financial challenges. Whether you're navigating a transaction, scaling operations, or modernizing your systems, we deliver outcomes.
Financial Statements & Consolidation
We prepare accurate, GAAP-compliant financial statements and consolidated reports across complex multi-entity structures. Our team handles intercompany eliminations, minority interests, and foreign currency translations — giving your board and investors the clarity they need.
- GAAP & IFRS financial statements
- Multi-entity consolidation
- Intercompany reconciliation
- Audit preparation and support
- Board and investor reporting packages
Audit, Tax & Accounting Advisory
Strategic tax planning, return preparation, and audit coordination — paired with ongoing accounting advisory that keeps your business ahead of regulatory change. We work alongside your auditors and tax counsel to ensure every position is defensible and optimized.
- Federal and state tax planning
- Tax return preparation
- Audit coordination and support
- Accounting policy development
- Technical accounting research
Financial Reporting & Operations
We build and manage the financial operations infrastructure your business needs — from management reporting and KPI dashboards to hands-on leadership of A/R, A/P, and payroll teams. Process design, team development, and execution, all under one roof.
- Management reporting and dashboards
- A/R, A/P, and payroll oversight
- Process design and documentation
- Team development and mentorship
- Month-end and year-end close management
Budgeting, Forecasting & Risk
Rigorous financial modeling, rolling forecasts, and cash flow management that give your leadership team the visibility to act with confidence. We build enterprise risk frameworks that identify exposure early and protect value through every stage of growth.
- Annual budgeting and planning
- Rolling 13-week cash flow forecasting
- Scenario and sensitivity analysis
- Enterprise risk assessment
- Covenant compliance monitoring
M&A Strategy & Transaction Execution
We advise on the full M&A lifecycle — target identification, financial due diligence, deal structuring, and post-close integration. Our team has executed transactions across a wide range of industries and deal sizes, bringing institutional rigor to every stage.
- Buy-side and sell-side advisory
- Financial due diligence
- Deal structuring and modeling
- Post-close integration planning
- Carve-out and separation support
ERP Implementation & Migration
We lead ERP system selection, implementation, and data migration — ensuring your financial systems are configured to support your business model, not constrain it. With AI-assisted automation built into the design, your team spends less time on manual processes and more time on insight.
- ERP system selection and evaluation
- Implementation project management
- Data migration and validation
- Chart of accounts redesign
- Post-go-live optimization
Multi-Entity Accounting
Consolidated financial management across subsidiaries, joint ventures, and holding structures. We design and operate the accounting architecture that gives your leadership team a single, accurate view of enterprise performance — regardless of how many entities sit beneath it.
- Subsidiary and holding company accounting
- Joint venture accounting
- Intercompany transaction management
- Consolidated reporting packages
- Entity rationalization advisory
AI-Assisted Finance Automation
We design and implement AI-assisted automation across your finance function — from close processes and variance analysis to anomaly detection and forecasting. The result: a leaner team, a faster close, and financial insights that arrive when decisions need to be made.
- Automated close process design
- AI-powered variance and anomaly detection
- Forecasting model automation
- Workflow and approval automation
- Finance function efficiency assessment
Not sure which services fit your situation?
We'll assess your current finance function and recommend exactly what you need — no more, no less.