Financial Strategy & Advisory
- CEO, COO and CFO advisory services
- Business financial planning and forecasting
- Capital structure optimization
- Mergers, acquisitions, and divestitures consulting
- Financial risk assessment and mitigation
- Exit strategy and succession planning
- Corporate financial planning and forecasting
- Business and financial model development and management
- Investor relations and fundraising strategy
- Profitability and growth acceleration plans
- Financial strategy and capital planning
- Mergers, acquisitions, and divestitures consulting
- Cost optimization and profitability enhancement
Accounting & Bookkeeping Services
- Financial statement preparation and analysis
- General ledger maintenance
- Accounts payable and receivable management
- Bank reconciliation and cash flow tracking
- Payroll processing and compliance
Tax Strategy & Compliance
- Corporate tax planning and strategy
- Tax compliance and filing support
- Sales and use tax consulting
- International tax advisory
- IRS audit representation and dispute resolution
Budgeting & Forecasting
- Operational and capital budgeting
- Scenario analysis and financial modeling
- Cash flow forecasting and liquidity management
- Long-term financial planning
CFO & Controller Services (Fractional/Outsourced)
- Financial oversight and strategic guidance
- Profitability analysis and margin improvement
- Business intelligence and financial dashboards
- Debt restructuring and refinancing strategy
Cost Optimization & Profitability Analysis
- Expense reduction and cost-saving strategies
- Pricing strategy and margin improvement
- Business process automation for financial efficiency
- Profitability benchmarking and industry analysis
Financial Technology (FinTech) & Automation Consulting
- ERP and accounting software implementation
- Automation of financial reporting and reconciliation
- AI and data analytics for financial decision-making
- Cybersecurity and fraud prevention in financial operations
Operational Excellence & Performance Optimization
- Process improvement and efficiency consulting
- Organizational restructuring and design
- Performance metrics and KPIs development
- Technology and digital transformation advisory
Corporate Governance & Risk Management
- Board advisory and governance best practices
- Compliance and regulatory guidance
- Enterprise risk assessment and mitigation strategies
- Crisis management and business continuity planning
Culture, Diversity & Organizational Development
- Change leadership and corporate culture shaping
- Employee engagement and retention strategies
- Conflict resolution and mediation
Organizational Transformation & Change Management
- Culture transformation and alignment
- Change management strategy and execution
- Restructuring and turnaround consulting
- Digital transformation and technology integration
- Operational Efficiency & Performance Optimization
- Process improvement and lean management
- KPI development and performance measurement
- Organizational design and workflow optimization
- Cost reduction and resource allocation strategies
Innovation & Digital Strategy
- Technology and digital transformation consulting
- AI and automation strategy for executives
- Innovation workshops and design thinking facilitation
- Future-proofing organizations through emerging trends