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Solutions Consulting Services

Drawing on our consulting, public accounting, and industry backgrounds, we design practical solutions and implement the change our clients need to achieve exceptional results.

ACCOUNTING & FINANCE CONSULTING

  • Close Process Implementation & Improvement, Reconciliation Enhancement

  • Role Assessment & Analysis | Audit Preparation | Business Unit Carve Out

  • Close & Reporting Cycle Acceleration | Plug & Play Technical Resources

  • Scalability Issues Due to Growth | Revenue Cycle Improvement | Relocation of Accounting/Finance dept.

  • Shared Services | Treasury & Cash Management | Cost Cutting Initiatives | Policy and Procedure Documentation

  • Assure GAAP, IFRS or other Global Standards are met

  • Budgeting & Forecasting|  Financial Planning & Analysis | KPI Development & Dashboarding

  • Reporting Tools & Business Intelligence Implementation

  • Cash Forecasting | Financial Modeling | Budget Development & Monitoring | Variance Analysis, Restatements

  • Financial Statement Preparation | Strategic Modelling

  • Quality of Earning Preparation | Enhanced Analysis | Cost Savings Discovery & Program Management

  • EBITDA Hunt | Cash Cycle Improvement & Program Management

  • Pricing, Sales Support, Pipelining Support & Program Management | Order & Revenue Performance Management

  • Acquisition Integration

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MERGER & ACQUISITION CONSULTING

PRE-DILIGENCE DIAGNOSIS

  • TTM EBIDA Scrub

  • Balance Sheet Scrub

  • Mock Diligence Discovery

  • 3 Statement BU Carve outs

  • Normalizing Assessments

  • Data-room Support​

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100 DAY PLAN

  • Deploy Transition Management Team(s)​

 Implement:

  • Cash Management, Analysis & Forecasting​

  • Close Cadence & Alignment (of Acquirer)​

  • Reporting Cadence & Alignment (of Acquirer)​

  • Reconciliation Catchup & Process​​

  • Key Performance Reporting ​​

  • Transaction Service Agreement (TSA) Separation

  • Working Capital Tracking & Reporting​

  • Prepare System Migration​

  • Accounting & Finance Resource Training & Transitioning

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RISK MANAGMENT CONSULTING

​PROCESS & CONTROLS

  • Internal audit outsourcing & co-sourcing (financial, operational, SOX)

  • Risk Management (Fraud, IT, Cyber Risk & Regulatory Compliance)

  • Risk assessment & scoping

  • Gap analysis

  • Control rationalization

  • Process walkthrough & documentation of narratives & flowcharts

  • Evaluation & testing of control design

  • OE testing

  • Remediation process for ineffective controls

  • Findings reports for audit committee, management & other stakeholders​

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ICFR AUDIT

  • Design control matrix

  • Design/document process and workflow

  • Preparing supporting documentation

  • Operating effectiveness of controls (OE testing)

  • Identify mitigating controls

  • Assist in remediation efforts

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SYSTEMS & IT CONSULTING

TECHNOLOGY ADVISORY

  • IT Diligence

  • System Strategy & Roadmap

  • System Selection

  • IT Integration​

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IT DILIGENCE

  • IT Organization and Strategy

  • Systems and Business Applications

  • Infrastructure and Scalability

  • IT Security, Sisk, and Controls

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ENTERPRISE RESOURCE PLANNING

  • System Selection

  • PMO & Value Assurance

  • Net-New Implementation

  • Optimization​

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DATA & ANALYTICS

  • Data Visualization

  • Data Integration

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