Areas of Expertise

Types of Companies

Multi-national companies in the Oil & Gas, Manufacturing, Service and Technology sectors.

Types of Services

Tax Planning
Tax Reporting and Compliance
Tax Audit Defense
Tax Basis Balance Sheet
Legal Entity Review and Restructuring
Interim Director of Tax

Transfer Pricing Evaluation and Policy
Tax Lobbying at Local, State, and Federal Levels
SOX Controls and Business Process Design
Tax Department Personnel Mentoring and Development
Interim Staffing
Executive Leadership

tax

Corporate Finance

Interim Chief Financial Officer
Executive Leadership
Business Development & Integration
Business Strategy
Financial Planning & Analysis
Bank Credit Facility Structuring

Financial Modeling
Budgeting
Financial Reporting
Year-end Close & Financial Audit
Corporate Finance Team Development

Cash Controls and Risk Mitigation
Treasury Operations Processes
Inter-company Funding Structure
Multi-currency Cash Pooling and Policy
Foreign Currency Exposure Analysis and Hedging Strategies
Bank Credit Facility Structuring

Financial Modeling and Cash Flow Forecasting
Financial Covenant Analysis and Compliance
SOX Controls and Business Process Design
Treasury Department Personnel Mentoring and Development
Interim Staffing
Interim Treasurer

Treasury

Accounting

Financial and Statutory Reporting
FX Cost Determination and Allocation
Operational Accounting Efficiencies
A/P Analytics and Process Design

SOX Controls and Business Process Design
Accounting Department Personnel Mentoring and Development
Interim Staffing

What do we offer Small Businesses?

Small businesses need expertise to grow. We deliver consulting and management services that provide that expertise, based on our extensive experience.

Small businesses need health checks, outside of regular accounting processes. The analyses and advice we provide offers managers and owners a critical understanding about their business’ risks and opportunities.

Small businesses need efficient and effective financial management. After our initial review, we provide the businesses we work with practical, effective opportunities for increased production, savings, and growth. At that point, we partner with businesses to make these opportunities real.

What do we offer Medium-Sized Businesses?

Medium-sized businesses need the strength and resources to continue their growth. We understand how medium-sized businesses may lack the deep finance bench to address obvious strategies for growth. We bridge that gap, bringing our years of experience not only to help identify opportunities but also to execute them for you.

Medium-sized businesses need to think like the big businesses they want to become. When applied to a given business and its financial standing, our expertise can help businesses see the growth they want.

What do we offer Large Enterprises?

Large businesses often have a fully staffed finance department. These are often focused on the immediate tasks of business management and regular accounting: closing the books, filing tax returns, moving cash, and much more. Internal accounting departments don’t often have time for long-range financial planning, strategic asset management, and other important functions of a successful and resilient business. We provide that additional bandwidth to identify risks and opportunities. We work either in partnership with existing internal accounting teams, providing coaching and mentoring, or independently. When working with large enterprises, we understand our collaboration needs to be strategic, effective, and efficient.

What do we offer Inbound Clients?

Inbound clients have unique needs, risks, and opportunities. We have special experience in identifying and addressing issues that are specific to businesses owned outside of the U.S.

Inbound clients can be of many sizes. We customize our approach, as we do for large enterprise businesses, to best help inbound clients assess their strengths, challenges, and opportunities for growth. To the extent a business is small or new to the domestic market, we can offer rapid, low-cost assessments to provide immediate value.

Have a Questions?

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