A yellow and blue rectangle on a white background.
A yellow and blue rectangle on a white background.

What We Do

Financial Reporting | Operations

  • Deliver accurate and timely financial reports, valuations, tax information, cash distributions
  • Audit operations, treasury, and accounting functions; update policies, improve controls, reduce error rates
  • Support business objectives with models, cash flow projections, key metrics, critical insights
  • Implement successful tax strategies for corporate, joint venture, and special purpose entities
  • Design technology solutions, direct data management, complete software upgrades
  • Develop corporate org charts, create shared services, implement fund administration 
  • Evaluate procedures, amend coverage, establish best practices, mitigate risk  

Restructure | Reposition

  • Successfully resolve legal, regulatory, tax, accounting and financial challenges 
  • Restructure debt, reorganize operations, implement controls, reduce costs, increase revenue 
  • Lead turn arounds for online marketing, professional service, software, and investment companies

Leadership

  • Fractional CFO services and consulting
  • Establish and maintain critical relationships with investors, advisors, and bankers
  • Lead Capital Markets, Investor Relations, HR, IT teams; Investment Committee Member
  • Organize, build, manage, and coach high-performing teams
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