Accounting and financial consulting services for middle market companies in the NYC area. We offer interim CFO services, project based consulting services, ERP implementation guidance, SBA and banking facility structuring. A full range of custom consulting solutions.
INTERIM CFO SERVICES
Interim or fractional CFO services. There for you when you need.
Guidance on structuring term debt and lines of credit as well as applying for SBA loans including Payroll Protection and Economic Disaster loans.
Review your existing processes and workflow and work with your team on best practices and optimization.
Guidance on ERP and system implementations. Save time and money doing it right the first time.
FINANCIAL STRATEGY & PLANNING
Revenue forecasting, annual budgeting and planning cycle, capital expenditures.
FINANCIAL FORECASTING & MODELING
Financial forecasting and modeling including new lines of business, entering new geography.
Financial modeling of potential mergers, acquisitions, spin-offs.
FINANCIAL ANALYSIS & REPORTING
Assist with financial reporting, month-end, year-end closing, MD&A, SEC 10K/10Q filings, etc.
HOW WE DO
Meet with company leadership to discuss your goals, objectives and timeline.
Design a solution and project plan to meet your company’s needs.
Review each step of the project with your company.
Project completion and fine tuning to meet your company’s objectives.
Interested in working with us, why not contact us for a chat?