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Solutions for Financial Executives

As a financial executive, you’re responsible for not only keeping your organization compliant, but often improving profitability and overseeing technology and risk. Our CPAs, data scientists and technology experts are here to help with both consulting and compliance projects alike.

Solutions for Financial Executives

Cost Accounting

Improve Profitability.

Do you ever wonder which products, lines, services, locations and custom­ers are the most and least profitable for your company? We can determine the cost driver and allocation meth­ods that uncover your true costs, so you can focus on the products, lines and services that maximize profitability.

Solutions for Financial Executives

Tax Services

Stay Compliant.

Tax Compliance

Handling your business taxes doesn’t have to be onerous. Our tax advisors can assist with all aspects of tax compliance. Whether you have locations around the corner or around the world, we know how to navigate complex business tax requirements.

We provide guidance on:

  • Federal and state tax return compliance
  • Uncertain tax position (UTP) review
  • Amended returns
  • Tax controversy services

Financial Audit and Assurance

We are committed to providing the right type of report for your assurance needs. Regardless of the level of detail required, we give you a clearer picture of any financial flaws and offer recommendations for improvement. 

Our services include:

  • Financial statement audits
  • Financial statement reviews
  • Agreed-upon procedures
  • Financial statement compilations
  • HUD audits
  • SOC reports
  • Benefit plan audits

Accounting & Finance

From account reconciliations to financial reporting assistance, we deliver custom solutions to keep you compliant and running efficiently.

We offer the following services:

  • Shared talent/staff augmentation/co-sourcing
  • Reconciliations
  • Accounting process improvement
  • Regulatory and reporting requirements (e.g., SEC, GAAP, IFRS)
  • Accounting standard updates/implementation (leases, revenue recognition, etc.)
  • Documentation and governance
  • Financial planning and analysis

Risk and Controls

Technology threats and vulnerabilities continue to increase, so having effective controls in place is imperative. We strengthen and support your controls environment by helping you manage your organization’s risk.

Our services include:

  • Shared talent/staff augmentation/co-sourcing
  • Internal audit outsourcing
  • SOX/J-SOX/MAR control testing
  • SOC 1, 2, SOC for cybersecurity and SOC for supply chain
  • Risk assessments
  • Regulatory compliance (BSA/AML, HIPAA)
  • Data analytics
  • Fraud risk assessment
  • Internal and IT audit training
Solutions for Financial Executives

Microsoft Power BI

Make Data-Driven Decisions.

Business intelligence empowers organizations to be agile and competitive. But as businesses grow, it becomes increasingly difficult to manage the volume of data being generated. This creates a barrier for enterprises who seek to make data-driven decisions. In addition, data is often spread across disparate databases and web platforms, creating a biased reporting structure where key leaders are forced to make decisions based on partial data.

Microsoft Power BI helps small to midsize businesses tackle these challenges. Power BI is a suite of cloud-based business analytics tools that gives you a 360-degree view of your most important data. It’s flexible, easily accessible and, most importantly, costs a fraction of what other business intelligence solutions cost. With both free and pro versions available, you can try Power BI without the burden of a financial commitment.

Our Power BI experts help organizations:

  • Connect disparate data systems
  • Better leverage their data
  • Empower business users with advanced analytics
Solutions for Financial Executives

Custom Application Development

Automate Processes & Workflows.

Financial leaders are increasingly feeling pressure to optimize efficiencies and provide data-enabled decision support to senior leaders. You can no longer afford to rely on disjointed spreadsheets and intuition. We work with financial leaders to identify processes that would benefit most from automation.

Are you struggling to find a technology solution that works with your current systems? We develop custom software that overcomes the limitations of off-the-shelf systems and helps you run operations the way that works best for you.

Common process we automate include:

  • Billing and collections; accounts receivable
  • Journal entry, allocations and adjustments
  • Budgeting, planning and forecasting
  • Automating data reconciliation for a single source of truth
Solutions for Financial Executives

Financial Outsourcing Solutions

Outsource My Accounting Function.

Whether you have an immediate interim need or are looking for a longer-term solution, we offer a strong bench of finance and client accounting professionals who quickly become an extension of your organization. Based on your size and need, we can handle all your accounting work or augment your existing resources. We’ll customize our services for you.

Our services include:

  • Advisory services
  • Controller/CFO-level support
  • Core accounting
  • Payroll services
  • Reconciliations
  • Tax services

Get in Touch.

What service are you looking for? We'll match you with an experienced advisor, who will help you find an effective and sustainable solution.

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