Item No.

01. Finance Transformation

Digital Finance Strategy, Finance Operations Improvement, M&A Finance, Finance Analytics.

CFO Advisory – In a typical CFO Advisory engagement, we become a strategic partner to the CFO. A sounding board, leverage point or business partner that has been in the CFO seat before.
Business Intelligence – In a typical business intelligence project, we assess the strategic value of innovating existing methods vs. the investment required. Along this continuum, we have performed analysis of mixed data sets, performed data quality checks, designed queries and prescribed data collection imperatives for use in on demand and predictive analytics.
Operational Finance  – In a typical Finance Operations project we focus primarily on the core financial processes like order to cash, procure to pay, record to report, but also cash management, working capital and analysis of ERP systems
Interim Financial Management – Interim financial projects have run the gamete. What’s common among them is we support business control , reporting and increase the maturity of the function.
Finance Transformation – In a typical Finance Transformation engagement, we help Finance organizations assess business model innovation, onshore vs offshore considerations and operational best practices
M&A Transaction Advisory – This includes buy side, sell side diligence in finance, accounting, tax. We support management through analysis, participation in management and deal team meetings and through review and strategy during the pre and post close periods.

Item No.

02. Taxes

Tax Reporting, Tax Compliance, Tax Strategy and Tax Representation for Individuals and Entities
Individual & Entity Tax – We help our clients understand the implications and potential opportunities of Federal and State Income Tax Laws
Tax Controversy and Resolution Services

Item No.

03. Cloud Technology Advisory

How does your “stack” stack up? Is your technology supercharging your enterprise and workforce or is it a work in process? We have digital workplace experts that can listen to your pain-points, operating model and design a transformation roadmap and leverage our partnerships and expertise to bring that roadmap to reality.

G Suite & Google Cloud Platform – We are Google Certified GSuite reseller with implementation teams that “just get it”. Our powerful solutions are designed to change the way you work, collaborate and manage your business.
QuickBooks Online (QBO) – We are certified QB Accountants with expertise to help you out of the starting gate, manage a migration or improve connectivity to other resources through APIs.
Outsourcing Technologies – We work with technology partners who make outsourcing finance and accounting tasks simple and effective. This model isn’t for everyone, but makes a lot of sense for many.
ERP & CRM Systems – We have certified consultants in leading ERP and CRM technologies with expertise to help you out of the starting gate, manage a migration or improve connectivity to a vast ecosystem of ancillary applications through APIs. We partner with a ISV that has expertise across the entire Salesforce product set and ecosystem of third party applications. They’ll knock your socks off even if you’re not wearing any.
Data Analytics – We have experts in Tableau, R, Microsoft Power BI and we stay hip through our partnership with Northeastern University’s Level Data Analytics Program.