Cash flow and financial planning and forecasting

Accounting systems and internal controls

Financial reporting

Transition to permanent financial management

Outsourced accounting and bookkeeping

Preparation for capital raise, IPO or sale




Daily operations leadership

Internal and external processes for operations, systems and personnel

Operations reporting

Management recruiting and mentoring

Relationships with partners and vendors

Corporate culture and values

Risk management and legal compliance


Business plan creation

Growth strategy development

Funding plans and capital structure

Creating value proposition

Understanding customer profitability

Mergers & Acquisitions


Company wind down and liquidation