CONSULTING

• Interim staffing
• Outsourcing
• Staff augmentation

SERVICE AREAS

• Adoption of new accounting policies
  • ASC 606 – Revenue
  • ASC 842 – Leases
• Business process reengineering – financial statement close, fixed assets, order to cash, payroll, procure to pay, revenue, tax, treasury, etc…
  • Document current state
  • Analyze current state and identify opportunities and weaknesses
  • Design and document future state
  • Implement future state
• Department structure assessment and optimization
  • Assess individuals
  • Assess team
• Financial planning and analysis
  • Annual budget preparation and support
  • Financial modeling and forecasting
• Financial statement close and audit support
  • Evaluate and enhance month-end close and reporting
  • External and internal audit preparation and support
• Internal controls
  • Assess risks, document controls, and implement
• Mergers and acquisitions – buy and sell side assistance
  • Assist during pre-deal preparation, diligence, and post sale integration and transition
  • Assist with special projects: carve-out, quality of earnings, working capital, etc…
• Policy design, documentation, and implementation
  • Contract signing authority – customer and vendor
  • Intercompany policy
  • Procurement policy – capital and/or operating expenditures
  • Travel and Expense policy
• Project management – all areas, all projects
• Service vendor selection, negotiation, and management
  • Manage vendor selection process for accounting and tax services
• Software selection, design, implementation, and optimization
  • ERP (NetSuite), Payroll (ADP), Tax (Avalara, OneSource), Travel and Expense (Concur), and Travel Management (Expedia/CBT)
• Tax – income, indirect (sales/use, GST, VAT), payroll, property
  • Accounting for income taxes (ASC 740)
    • Preparation and review
    • Coordination and review of foreign tax packages
  • Audit and controversy support including management of notices
  • Compliance preparation and review
  • Planning and structuring
  • Transfer pricing
• Technical accounting position papers
  • Capitalization – internal use software, pp&e, and product development
  • Leases
  • Revenue
  • Stock based compensation
• Valuation services – business combinations (ASC 805), compensation (409A), fixed assets (ASC 360), and goodwill/intangibles (ASC 350)
  • Coordinate with external auditors and valuation service provider
  • Document and vet assumptions and positions