Financial Operations Consulting

• Strategic Financial Planning for Mid-Market Companies

• Profitability Improvement & Margin Expansion Strategies Budget Alignment with Business Objectives 

• Business Growth & Expansion Planning

• Exit Strategy & Succession Planning​

• Oversight of Bookkeeping, Accounting, and Finance Teams

• Financial Reporting Systems Implementation and Optimization

• Internal Controls Development & Compliance (GAAP Standards)

• Risk Management Strategies

• Financial Technology Stack Optimization (e.g., ERPs and Reporting Tools)

• Process Automation Recommendations to Improve Financial Operations

• Development of Standard Operating Procedures (SOPs) for Finance Teams

• KPI Development & Executive Dashboards

• Financial Health & Ratio Analysis for Executive Decision-Making

• Profitability Analysis (by Product, Service Line, and Client Segments)

• Variance Analysis (Budget vs. Actual)

• Revenue and Expense Trend Analysis

• Preparation and Presentation of Board and Investor Reports

• Executive-Level Financial Reporting and Advisory

• Mergers & Acquisitions (M&A) Financial Due Diligence Support

• Interim Financial Leadership During Executive Transitions

• Recruitment and Mentorship of Finance and Accounting Staff

• Executive-Level Advisory for Family-Owned and Growth-Stage Businesses

• Corporate-Level Annual & Rolling Budget Preparation

• Advanced Financial Forecasting & Modeling (including Scenario Planning)

• Capital Expenditure Planning & ROI Analysis

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• Expense Reduction Initiatives

• Pricing Strategy Optimization

• Profit Center and Cost Center Analysis