Growth and Profitability Consulting

Our consulting expertise is relied upon by individuals who recognize the benefits of diversifying business interests. Each engagement is customized and includes some or all of our specialty areas and focuses on enhancing the profitability of our clients’ businesses.

• Accounting financial data analysis
• Business plans, forecasts and financial projections
• CFO services, including governance, special projects and audits
• Corporate governance reviews and recommendations
• COSO and COBIT guidance and audits
• Enterprise risk management
• Fraud prevention
• HIPAA compliance
• Individual financial planning
• Information technology services
• Internal audit services
• Internal control analysis
• Pre-acquisition due diligence
• Processes, workflows and procedure development
• Profitability analysis
• SOC 1 (SSAE 16), SOC 2 or SOC 3 reports
• SOC for cybersecurity
• SOX 404 compliance
• Software analysis
• Strategic and operations planning

Through our Provenance Wealth Advisors affiliate we offer successful business owners, professionals, executives, entrepreneurs and families guidance in creating and implementing financial planning strategies.