Process Improvement Audits and Consulting

Owning a business can be incredibly gratifying and impossibly frustrating. A myriad of reporting issues, structuring questions, opportunity vetting and exit strategies can be overwhelming. Issues magnify when success happens, employees are hired and growth opportunities cross borders or oceans.

Many of our clients have been with us for 30 years or more. We’ve been side-by-side for growth, mergers and acquisitions, going private, generational management changes and evolving revenue streams.

With experience serving outsourced CFO or accounting teams, our professionals bring a fresh perspective, change management and resources a client company may not have internally. Whether it is time to upgrade staff, recognition that processes no longer serve the current size and abilities of a company, or extra hands to get through a challenging period of time, our team has the experience to fulfil clients’ needs and exceed their expectations.

When it comes time to think about exit strategies, our team can conduct due diligence on buyers and sellers, help launch or upgrade accounting systems, serve as interim CFO, create enterprise risk tactics and help you protect wealth generated in an exit strategy.

We serve as trusted advisors and nothing makes us prouder than our clients’ success.