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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

Mergers & Acquisitions Consulting


  1. TTM EBIDA Scrub

  2. Balance Sheet Scrub

  3. Mock Diligence Discovery

  4. 3 Statement BU Carve outs

  5. Normalizing Assessments

  6. Data-room Support​


  • 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

Risk Managment Consulting


  • 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​


  • Design control matrix

  • Design/document process and workflow

  • Preparing supporting documentation

  • Operating effectiveness of controls (OE testing)

  • Identify mitigating controls

  • Assist in remediation efforts

Strategy Consulting


  • Connect the mission, vision and brand value with people, process and technology to create a strategy for sustained transformational change organization wide.

    • Assess the organization’s active strategy, culture and processes

    • Ensure adoption and empower communication and collaboration

    • Facilitate planning and strategy sessions

    • Assist with alignment governance plan


  • Create a customized collaboration environment to engage and foster knowledge sharing, internally and externally, utilizing the latest tools and techniques.

    • Assess maturity and effectiveness of the collaboration plan

    • Develop, implement and ensure adoption of collaboration

    • Integrate effective collaboration solutions

    • Assistance with collaboration governance plan


  • Build innovative leadership that drives revenue growth, helping organizations learn how to target the dynamic process of innovation: how to get it, how to track it and how to integrate it into the culture.

    • Develop, implement and ensure innovation adoption

    • Assess maturity of current innovation

    • Develop governance team, set guardrails and motivate ongoing innovation

    • Assist with communication planning, tollgate selection, and success metrics


  • Focus on understanding the case for change, providing a clear picture of what the company will look like after implementation and developing a change journey to reinforce new behaviors and sustain change.

    • Assess where projects are on the continuum to ensure success

    • Advisory services on change leadership development

    • Recovery from lack of employee adoption of the change

    • Assist with communication plan, training, and governance

Systems & IT Consulting


  • IT Diligence

  • System Strategy & Roadmap

  • System Selection

  • IT Integration​


  • IT organization and strategy

  • Systems and business applications

  • Infrastructure and scalability

  • IT security, risk, and controls


  • System Selection

  • PMO & Value Assurance

  • Net-New Implementation

  • Optimization​


  • Data Visualization

  • Data Integration

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