PROCESSES & PROCEDURES
Systems Design & Implementation
Resource Planning & Execution
Accounting Quality Control
Audit Preparation
Financial Reporting
FINANCIAL PLANNING & ANALYSIS
Financial Model Design & Analysis
KPI Tracking & Analysis
Data Analysis & Management
Board Packages
Market Research
CFO SERVICES & ADVISORY
Risk & Liquidity Assessment
Capital Structure Advisory
Capital Markets Assessment
Business Development Advisory
Finance Team Recruiting
We assist our clients in developing finance and accounting processes and procedures to cost-effectively set up a finance and accounting organization appropriately sized that can scale as the company grows. We attempt to do so with minimal burden on entrepreneurs and product development teams.
Building financial models, analyzing operational trends, and developing reports for stakeholders are key elements of our financial expertise as investment bankers. We employ these same skills across our service lines to provide our FPM clients with tailored models and reports to inform management's decision making and provide stakeholders with current data.
Our depth of experience allows us to be a qualified senior financial resource for entrepreneurs, management teams, and boards. We can bring a valuable outside perspective to our clients as they navigate the challenges and opportunities of growth to help them become successful companies.
