Accounting and Finance Consultants ready to solve your unique problems as you need them.

Financial clarity has never been more important than right now but hiring a full-time financial leader and building out the proper financial teams is expensive! 

Our consulting solutions get you the exact support you need based on your unique situation.  Completely on-demand and capable of solving problems with financial controls, financial reporting, cash flow forecasting, budgeting, operations, and overall strategy. 

The best part? 

You can get all of this with just 5-10 hours per week of help from one of our consultants.

Our accounting and financial consultants are experts at their craft and are ready to help you with:

  • Financial leadership, without the cost of a full-time CFO.

  • Accounting Clean-Up so you can make informed decisions or prepare for a sale. 

  • Interim Staffing- from staff, controller, and up. 

  • Developing advanced analysis around cash flow management, budgeting, forecasting, and financial reporting.

  • Accounting implementations and improvements.

  • Bookkeeping

For companies looking to sell or make strategic acquisitions, we have consultants who can help with:

  • Quality of earnings analysis

  • Due diligence analysis

Meet Some of Our Consultants

  • Dave- Accounting & Financial Consultant

    Education:

    Bachelors in Accounting, MBA in Finance, Active CPA License

    Can Help With:

    Quality of Earnings Reports

    Accounting or finance projects to support closing the books, improving reporting accuracy, accounting operations, financial controls, developing budgets, creating financial models, and conducting due diligence for potential acquisitions or getting your company ready for sale.

    *Significant Accounting Advisory experience within the Big 4 and other top 10 public accounting firms.

    Total Cost To You: $140-$180 an hour depending on the project.

  • Paul- Financial Consultant

    Education:

    Bachelors & MBA in Accounting & Finance, CPA (Inactive)

    Can Help With:

    Accounting or finance projects to support closing the books, improving reporting accuracy, accounting operations, financial controls, developing budgets, creating financial models, and conducting due diligence for potential acquisitions or getting your company ready for sale.

    Banking relationships.

    *Has significant experience working in a lead financial role, leading the acquisition of target companies, and ultimately helping sell a distribution company at 8X normalized EBITDA.

    Total Cost To You: $150-$180 an hour depending on the project.

  • Mark- Financial Consultant

    Education:

    Bachelors in Accounting, CPA (inactive)

    Can Help With:

    Accounting or finance projects to support closing the books, improving reporting accuracy, accounting operations, financial controls, developing budgets, creating financial models, and conducting due diligence for potential acquisitions or getting your company ready for sale.

    *Banking relationships. Exit Strategy Planning. Financial organizational design. 5-year strategic planning. Sales price strategies.

    Total Cost To You: $150-160 an hour depending on the project.

How It Works

  • Diving deep into the exact insights you need will allow us to match the right financial consultant to your project.

  • We’ll sift through our strong portfolio of consultants to find the perfect person to help you achieve your financial goals.

  • We’ll set up some time for you and our consultant to discuss what you are looking for and make sure it’s a good fit for both parties.

  • Once you approve the consultant and the consultant agrees they would like to help, we’re off to the races!

    We’ll determine the relevant start date, estimated project length, and time commitment, and get to work on improving your financial reporting, controls, processes, books, forecasting, cleaning up the financials for sale, budgeting, or whatever it is that you need help with!

 

How Can We Help?

Fill out the form below and we’ll see if it makes sense for us to work together.