Industry Experience
Services provided
Technical Accounting
Fractional CFO/Controller
Fractional CFO/Controller
- GAAP and SEC Compliance
- Revenue Recognition
- Lease Accounting
- SEC Reporting
- Equity Accounting
- Position Memo's
- Bookkeeping
- Debt Modification and Restructuring
Fractional CFO/Controller
Fractional CFO/Controller
Fractional CFO/Controller
- Financial Modeling & Analysis
- Strategic Planning
- Board/Investor Support
- Fundraising Strategy & Support
- Cash Runway Management
- Mergers & Acquisitions
- Key Performance Indicators (KPI's)
- Expansion & Growth Strategy
Finance
Fractional CFO/Controller
System Implementation
- Financial Statement Analysis
- Budgeting & Forecasting
- Risk Analysis
- Succession Planning
- Store of Wealth
- Asset Protection and Diversification
System Implementation
Tax Compliance & Planning
System Implementation
- Accounting System Configuration
- Data Migration
- Implementation Planning
- Software Installation
- Systems Training
- Post-Implementation Support
IPO Readiness
Tax Compliance & Planning
Tax Compliance & Planning
- Governance
- Financial Reporting
- Internal Processes
- Regulatory Requirements
- Control Documentation
- Preparing and Filing SEC Statements
Tax Compliance & Planning
Tax Compliance & Planning
Tax Compliance & Planning
- Sales & Use Tax Filing & Reporting
- 1099 Filing & Reporting
- Conducting Audits
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