We often encounter situations where clients have parts of an accounting and finance staff in place, but need our consulting help for a function, or a project. This is especially applicable for clients experiencing rapid changes, or downsizing. We often act as CFO, or Controller for these companies on a consulting basis. We are part of the client’s staff and always align our interests with those of the client.

We also consult to many concept-stage businesses regarding business formation, business planning, financing, financial modeling, etc.


Some examples of projects that we have been involved with are:


CFO/Controller Consulting
Financial Statement Preparation
Acquisition of Equity Capital
Acquisition or Renegotiation of Bank Debt
Tax Strategy and Minimization
Financial Modeling
Business Planning
Preparation of Audit Workpapers for Year-End Audit
Preparation of Monthly Financial Statements
Internal Control Reviews
"Cleanup" of Neglected Situations
Implementation of Accounting Software
Turnaround Situations
Litigation Support and Expert Witnessing
Due Diligence for Mergers and Acquisitions
Sales and Use Tax and Payroll Tax Problems, Compliance and Audits
Executive Compensation
Employee Benefits and Compensation Strategies
HR Consulting

We make ourselves flexible; the client can use us as much, or as little as they wish. Hourly or fixed price arrangements are at the discretion of the client.