We provide timely practical advice to organizations. We help them manage their business...

BUDGET, FORECAST & CASH FLOW ANALYSES
Are resources being used in an effective matter? 
We can help you evaluate the proper use of your company resources by helping you structure a budget process that considers key activities designed to help you achieve your business goals. We can also assist in monitoring your budgeting process, cash flow needs and forecast financial results throughout the year.


BUSINESS IMPROVEMENT REVIEW
Is there an area that you feel is not working efficiently or effectively? 
We can perform an evaluation of a business process to determine if you are optimizing your resources and verify if the process is being carried out in an efficient and effective manner.
 

GOVERNANCE ADVISORY SERVICES
Do you feel the need to have a financial expert assisting or serving as a sounding board to your top executives, Board of Directors, Audit Committee or CEO?
We can provide advisory support to management and those charged with governance in areas of audit, finance, accounting, internal controls and financial reporting.
 
 
YEAR-END CLOSING ASSISTANCE
Is the timeliness of your external audit affecting your business?
We can help expedite the year-end closing and the audit process. We can develop a year-end closing plan together with your staff to make the year-end closing process much quicker and efficient. We can also work with your external auditors to help them get the audit done quicker.
 
 
POLICIES AND PROCEDURES
Don’t have sufficient time to establish or update your written policies and procedures?
Having problems maintaining consistency in the way your organization operates?
Are you worried about the continuance of operations in the event of turnover of key personnel?
We can help you establish or update written policies and procedures which drives consistency in the way officers and employees carry out their day-to-day operations. It also provides a roadmap for others to follow in the event key employees leave your organization.
 
 
COMPLIANCE REVIEWS
Do you want to be sure you are in compliance with regulatory, contractual or organizational matters?
We can structure a program to help you verify or monitor compliance.
 
 
ACCOUNTING AND FINANCIAL REPORTING TRAININGS
Does it feel that you don’t get much value from general training programs?
We can provide tailored training programs for your staff, management and Board members on accounting, finance, internal controls and financial reporting topics.
 
 
LOANED STAFF
Need to complete an accounting or financial task but don’t have the time or internal resources? We can loan experienced professionals for short periods of time to help you complete those important tasks that you simply don’t have the time or internal resources.
 
 
DOCUMENTATION AND TESTING OF INTERNAL CONTROLS OVER FINANCIAL REPORTING
Do you need to strengthen your internal controls?
Our Firm has extensive experience documenting and testing internal controls, whether it be a focused approach for a small business process or major business processes in a complex environment.
 
 
INTERNAL AUDIT OUTSOURCING, CO-SOURCING AND MONITORING ACTIVITIES
Are you having a hard time retaining or recruiting high quality internal auditors?
Do you need to audit an area but don’t have enough resources?
High quality internal auditors are always on demand but difficult to hire and retain. We can provide a group of experienced auditors to expand your internal audit reach ranging from a specific monitoring activity over a business process to a full outsourcing of your internal audit function. Our Firm can help you set a plan, focus on high risk areas, execute the audits and report the results. We can also assist in providing continuous improvement recommendations to your existing internal audit function.