We provide Operating/Financial Plans in preparation for upcoming financial transactions

The Interim Controller has been providing management accounting services and filling interim Controller and CFO roles for 35 years in every industry, small start-ups to $100 million companies. We have lately transitioned into exclusively the preparation of budgets and forecasts for upcoming financial transactions.

We focus on:

• preparing operating plans from a resource level so you can always speak to the content of your financials,

• the clear presentation of financial data,

• and the implementation of financial strategies that support the goals of the firm.

Give us a call at (916) 524-3999 or send us an email, and we can discuss your specific need and see if we can meet that need.

The Monday Morning Memo

CAPITAL RAISE

Being prepared for your capital presentation is a prerequisite for success.  Be able to tell your capital source exactly what you need their money for, and where and when it will be spent.   Call us. (Read More)

Merger and Acquisition/Sale support

What will the company look like financially after the merger?  What issues need to be considered in an acquisition or merger?  Selling your company?  Get the documentation in place for a smooth sale. (Read More)

RAPID BUDGET/FORECAST PREPARATION

Need a budget prepared?  Like, NOW!  We can do 24-hour turnaround on a first pass of your budget.  We have completed the budget preparation in as little as 24 hours, all done remotely. (Read More)