Financial Leadership

As the driving force behind my services firm, I am dedicated to guiding your company's financial success. My services are tailored to address every aspect of your financial journey, ensuring a comprehensive approach to financial leadership.

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Growth Strategy Implementation

I specialize in crafting and implementing growth strategies that align with your company's vision. This includes:

• Quarterly and annual planning.

• Guidance for acquisitions as needed.

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Strategic Financial Planning

My approach to financial strategy encompasses the following:

• Enhancing cash flow.

• Boosting profitability.

• Increasing productivity.

• Managing risks effectively.

 

Monthly Management Review

I conduct detailed monthly reviews to assess your company's performance against budgets and strategic plans. This includes:

• Dashboard model analysis.

• Metric management.

• Trend analysis.

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Transitional Strategy

My expertise extends to transitional strategies, where I provide:

• Mentoring and coaching.

• Preparation for due diligence.

• Assistance with mergers and acquisitions.

• Guidance on funding and exit strategies.

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Financial Maintenance

A key aspect of my services is ensuring financial health through:

• Timely and accurate financial reporting (balance sheets, income statements, cash flow statements).

• Preparation of monthly budgets and financial plans.

• Other vital management reports.

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Compliance and Controls

I maintain strict compliance with the following:

• Internal controls.

• Policy and procedure adherence.

• Review of work for accuracy and integrity.

 

Financial Analysis and Performance Metrics

I offer in-depth financial analysis and monitor performance measures and metrics crucial for informed decision-making.

 

Professional Liaison

I liaise with key professionals such as bankers, attorneys, vendors, insurance agents, etc., ensuring cohesive financial management.

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Software Conversions/Implementations

I assist with software conversions and implementations, streamlining your financial processes.

 

External Audit and Tax Compliance

My services include:

• Managing the year-end audit process.

• Overseeing year-end tax compliance.

• Preparing corporate tax return information for external accounting firms when needed.

 

In summary, my firm is committed to providing holistic financial leadership and guidance, ensuring your business survives and thrives in today's competitive landscape.