Services
Core Accounting & Finance Operations
Core Accounting & Finance Operations
Core Accounting & Finance Operations
- Financial Statements: Preparation and review of GAAP-compliant financial statements.
- Close Management: Management of monthly, quarterly, and year-end close processes.
- Operational Oversight: Review of journal entry support and account reconciliations.
- Accounting Documentation: Preparation of accounting memos and formal process documentation.
- Interim Support: Fractional and interim Controller services.
Audit, Compliance & Risk Management
Core Accounting & Finance Operations
Core Accounting & Finance Operations
- Audit Liaison: Managing the relationship and workflow between internal teams and external auditors.
- Internal Controls & SOX: Design, implementation, and support for SOX compliance and internal control frameworks.
- SOC 1 Reporting: Tracking and analysis of SOC 1 reports and third-party risk assessments.
- Risk Remediation: Audit preparation, risk assessment, and remediation.
Systems & Technology
Core Accounting & Finance Operations
Strategic Advisory & Special Projects
- System Implementation: Functional support for ERP and financial system deployments (D365, Coupa, Concur, ADP, JP Morgan Access, SharePoint, Box).
- System Optimization: Improving internal controls and reporting workflows within existing accounting systems.
- Documentation & Training: Preparation of technical system documentation and staff training.
Strategic Advisory & Special Projects
Strategic Advisory & Special Projects
Strategic Advisory & Special Projects
- Corporate Governance: Board and investor reporting; financial policy and procedure development.
- Transaction Support: M&A due diligence and IPO readiness.
- Accounting Clean-up: Specialized projects for financial record remediation and process optimization.
Leadership & Team Design
Strategic Advisory & Special Projects
Leadership & Team Design
- Department Design: Designing Finance team structures, including recruiting and hiring.
- Team Leadership: Managing and mentoring accounting teams (FTEs and consultants).
- Cross-Functional Collaboration: Coordinating with operations, legal, tax advisors, and stakeholders to resolve complex issues.